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Click the + New Invoice button on the dashboard. Select an existing client or add a new one, add your products or services, choose the applicable GST rate, and click Save & Issue to finalize the invoice.

Invoice Max automatically assigns sequential invoice numbers in the format INV-XXXX. To set a custom prefix or starting number, go to Settings → Invoice Settings and update the numbering configuration.

Use the + Add Item button in the invoice form to keep adding products or services. Each line item supports an individual discount (percentage or flat amount). You can also apply a total invoice-level discount at the bottom of the form.

Invoice Max includes 6+ professional print templates:

• A4 Modern
• A4 Elegant
• A4 Gold
• A5 Modern & A5 Elegant
• Thermal 80mm & Thermal 58mm

Select your preferred template when saving an invoice, or set a default under Settings → Invoice Template.

Issued invoices cannot be directly edited — this is by design to maintain GST compliance. The correct approach is:

• Issue a Credit Note to reduce the invoice amount (for overcharges or returns)
• Issue a Debit Note to add a shortfall amount

Open the original invoice in Invoice History and click Create Credit Note or Create Debit Note.

Open the invoice and click Download PDF or Print. A4 and A5 invoices open the browser's print dialog. Thermal invoices send directly to a connected thermal printer.

Go to Quotations → + New Quotation and fill in the client and item details. Once the client approves, open the quotation and click Convert to Invoice — all items and details are carried over automatically.

Hold Bill lets you temporarily save an in-progress invoice without issuing it. You can resume and complete it later. This is especially useful in busy retail environments where you need to pause a transaction and serve another customer.

Select the client in the invoice form — their default billing address fills in automatically. To add a different shipping address, enter it manually in the Ship To field. Both addresses will appear on the printed invoice.

Open the original invoice in Invoice History and click Create Credit Note. Enter the items and quantities being returned. The credit note is linked to the original invoice and automatically adjusts the client's outstanding balance.

Use the search bar on the Invoice History page to search by client name, invoice number, or amount. Invoice Max also has an AI-powered natural language search — you can type queries like "invoices from last month for Raj" and it will filter results intelligently.

Open the invoice in Invoice History and click Convert to Challan. A delivery challan is generated automatically with all the same items, ready to print and send with your shipment.

While creating an invoice, select the staff member from the Salesperson dropdown. This lets you track sales performance per staff member. You can generate salesperson-wise sales reports from the Reports section.

Yes! Open an overdue invoice and click the Generate Legal Notice button. Invoice Max uses AI (powered by Groq Llama) to draft a professional legal notice based on the invoice details, client name, and outstanding amount — ready to download and send.

• CGST + SGST: Applied when you invoice a client in the same state (intrastate transaction)
• IGST: Applied when you invoice a client in a different state (interstate transaction)

Invoice Max automatically checks the client's registered state against your business state and applies the correct tax type. Make sure the client's state is correctly set in their profile.

• GST Exclusive: GST is added on top of the product price. Common in B2B transactions. Example: Product ₹1000 + 18% GST = ₹1,180 total.
• GST Inclusive: GST is already included in the product price. Common in retail/B2C. Example: MRP ₹1,180 includes ₹180 GST.

Set your default mode in Settings → GST Settings, or toggle it per invoice.

A dedicated TDS/TCS section is available in both the invoice and purchase forms. Select the applicable section (e.g. Section 194C, 194Q) and enter the rate — the deduction amount is calculated automatically.

Go to Settings → Business Profile and enter your GSTIN in the Tax Information section. Your GSTIN will automatically appear on all invoices. You can also add your clients' GSTINs in their respective client profiles for B2B invoices.

Go to Reports → GST Reports. You can export data for GSTR-1 (outward supplies) and GSTR-3B (summary return) by selecting the relevant date range and downloading as CSV. Share this with your CA for return filing.

Yes! Go to Settings → GST Settings and set your GST type to Composition Scheme. The system will apply a flat composition tax rate and generate a Bill of Supply instead of a standard GST invoice (as required under the composition scheme rules).

Open Stock List → Edit Item and enter the HSN/SAC code in the tax information field. The HSN code will automatically appear on the invoice line item as required by GST rules for businesses above the turnover threshold.

Every time you save or issue an invoice, Invoice Max automatically generates a Razorpay payment link for the exact invoice amount. This link is stored with the invoice and is included automatically in WhatsApp messages sent to the client. Clients can pay via UPI, credit/debit card, net banking, or wallets — all in one click.

Open the invoice from Invoice History and click Record Payment. Enter the payment amount, date, and mode (Cash, UPI, Card, Cheque, or Bank Transfer). You can record partial payments — the invoice status will update to Partially Paid or Paid accordingly.

In Invoice History, use the filter to show only Unpaid or Overdue invoices. Your dashboard also shows an outstanding receivables summary at a glance. For a full aging report, go to Reports → Outstanding Receivables.

Go to Bank Accounts → + Add Bank Account. Enter the IFSC code and bank details auto-populate. Each account has its own statement view — use the UPI-only filter to see only UPI transactions for that account. Fund transfer between accounts is also supported.

Go to Settings → Integrations → Cashfree. Enter your Cashfree App ID and Secret Key and save. Invoice Max will now automatically generate Cashfree payment links alongside Razorpay links for every new invoice.

Open any unpaid invoice and click Send Reminder via WhatsApp to send a manual reminder with the payment link. If CallerDesk integration is enabled, automated IVR reminder calls can be scheduled for overdue clients automatically.

Yes. Clients receive a payment link and can pay directly using any UPI app (PhonePe, Google Pay, Paytm), debit/credit card, or net banking — no Razorpay account required on their end. The link works in any browser on mobile or desktop.

Go to Stock List → + Add Item. Fill in the item name, HSN/SAC code, unit (pcs, kg, meter, etc.), selling price, cost price, applicable GST rate, and opening stock quantity. The item will now be available to select in invoices and purchases.

On the Stock List page, click Import CSV. Download the sample template provided, fill in your items in the correct format, and upload the file. Hundreds of items can be added in one go.

Select one or more items in Stock List and click Print Barcode. The multi-product barcode designer lets you customize label size, font, and quantity. Barcodes can be printed on standard label sheets or a thermal barcode printer.

Stock adjustments happen automatically:

• Invoice issued → stock quantity decreases
• Purchase entry added (GRN) → stock quantity increases
• Credit note / sales return → stock is restored
• Purchase return → stock is reduced

No manual adjustments are needed for normal buy/sell operations.

Go to Stock List → Warehouses tab to add multiple storage locations. When creating an invoice or purchase, select the specific warehouse to track which location stock is moving from or to.

Open any item in Stock List, go to its settings, and set a Minimum Stock Level. When the stock drops below this threshold, a warning appears on your dashboard. If OneSignal push notifications are enabled, you will also receive a browser notification.

Go to Reports → Sales Report. Filter by date range, client, product, salesperson, or payment status. Export as Excel or CSV for further analysis, or print directly from the browser.

Yes. Enable Settings → Scheduled Reports to receive an automated monthly business summary directly to your registered email. Reports are sent in both Excel (for detailed data) and inline HTML (for quick reading) formats at the start of each month.

Go to Reports → P&L Statement. The report shows your total revenue from sales, cost of goods (based on purchase/cost prices), and gross profit — all calculated automatically from your invoice and purchase data.

Go to Reports → Outstanding Receivables. This lists every client with their total unpaid or partially paid invoice amounts. An aging report further breaks this down into 0–30 days, 30–60 days, and 60+ days overdue buckets.

Go to Reports → GST Reports. Select the filing period and export GSTR-1 (outward supplies summary) or GSTR-3B (monthly return data) as a CSV file. You can hand this over directly to your CA or upload it to the GST portal.

Open any invoice and click the WhatsApp button. The client's phone number is pre-filled from their profile. The message automatically includes the invoice PDF link and a Razorpay payment link — no manual copy-paste needed.

Go to Settings → AiSensy Integration and enter your AiSensy API key. You will need an active AiSensy account linked to a WhatsApp Business number. Ensure your message templates are pre-approved by WhatsApp before sending.

Yes. When a payment is received via Razorpay or Cashfree, Invoice Max automatically triggers a payment confirmation WhatsApp message to the client. This requires AiSensy integration and an approved payment confirmation template.

Go to the Marketing page (available on Pro plan). Select your client list, choose or create a WhatsApp template, and send in bulk. Delivery and open rate tracking are available in the campaign dashboard.

Yes, through the CallerDesk integration. Once enabled, Invoice Max can trigger automated IVR (Interactive Voice Response) calls to clients with overdue invoices, reminding them to pay with the invoice details read out during the call.

Go to Purchases → Purchase Orders → + New PO. Select the vendor, add items and quantities, and save. When the goods arrive, convert the PO into a GRN (Goods Receipt Note) — this updates your stock automatically.

In the Purchases section, click Scan Bill (AI) and upload a photo of the vendor's bill. Invoice Max uses Gemini Vision AI to extract item names, quantities, amounts, and GST values — and pre-fills the purchase form for you.

Go to Reports → Outstanding Payables to see a vendor-wise breakdown of all unpaid purchase invoices. You can also open any vendor's profile to see their total outstanding balance and payment history.

Open the original purchase invoice and click Create Purchase Return. Enter the items and quantities being returned to the vendor. Stock is automatically reduced and a debit note is created against the vendor's account.

Go to Purchases → Vendors → + Add Vendor. Fill in the vendor name, GSTIN, address, and contact details. Vendors added here are searchable across all purchase forms and appear in outstanding payable reports.

A GRN (Goods Receipt Note) is a document confirming the receipt of goods from a vendor against a Purchase Order. When you convert a PO to a GRN in Invoice Max, the received stock quantities are added to your inventory automatically.

Go to Settings → Business Profile. You can update your company name, logo, registered address, GSTIN, email, phone, and digital signature. Your logo and details will automatically appear on all invoices and documents.

Go to Staff Management → + Add Staff. Assign a login and use the feature access toggles to control what each staff member can see and do — billing only, purchase access, reports access, settings access, etc. The Master Access Control panel gives granular permission management.

On the login page, click Forgot Password. Enter your registered email address and a password reset link will be sent from [email protected]. Click the link to set a new password. If you don't receive the email, check your spam folder.

The Online Store feature lets you create a branded storefront directly from Invoice Max. Add your products, create custom pages, set up a domain, and start accepting orders. Shiprocket checkout integration handles delivery and logistics automatically.

When you open Invoice Max for the first time, your browser will ask for notification permission — click Allow. Invoice Max uses OneSignal to send push notifications for new payments received, low stock alerts, overdue invoice reminders, and other important events.

Click the Customize button on the dashboard. You can show or hide specific metric cards, reorder widgets, and choose which data to display prominently. Your preferences are saved automatically to your account.

Go to Settings → Integrations → Shiprocket and enter your Shiprocket credentials. Once connected, you can create shipments directly from Invoice Max, track delivery status, and generate shipping labels — all without leaving the app.