🧾How to Use the Invoice Generator
📌 Accessing the Invoice Generator
Go to the Header Menu.
Hover over the Documents dropdown.
Click on Invoice Generator.
You’ll be redirected to the "Start Creating Your Invoice" page.
🚀 Steps & Requirements
🔧 1. Settings Panel (Right Side)
This panel allows you to customize your invoice behavior and appearance:
Save Invoice Button
When ON (default): Your invoice will be saved in Invoice History after download.
When OFF: It won't be saved.
Show Bank Details
When ON: Input fields for your Bank Name, Account No., IFSC Code, etc., will be displayed.
Show UPI ID
When ON: A field appears to enter your UPI ID, which also generates a QR code automatically.
Show Signature
When ON: You can either upload a signature image or use the text input to create a digital signature.
Select Currency
Choose your preferred currency. The default is based on your app settings (e.g., INR, USD, etc.).
Select Template Choose your invoice structure based on your requirements:
Quantity – Use for products sold by quantity.
Hours – Use for hourly billing.
Amount Only – Use when you want to manually enter the final amount.
Select Client
Choose from previously saved clients. Selected client info auto-fills into the document.
Select From (Your Business)
Choose your saved business identity. The fields auto-fill accordingly.
Choose Primary Color
Customize your invoice theme by selecting a Primary Color for the template.
📝 2. Document Fields
These are the fields required to generate a proper invoice:
🏷️ Invoice Heading
Give your invoice a name/title (Required).
🖼️ Logo Upload
Optional: Upload your company logo. Recommended size: 300 x 300 pixels.
🧾 From Details (Your Business)
Enter your business info. "From Name" is required.
🧍 Bill To (Client Details)
Enter the client information. "Client Name" is required.
🔢 Invoice Metadata
Invoice Number (auto-generated or custom)
Creation Date
Due Date (select Terms)
🛍️ Items / Services Table
Add the list of products/services.
Fields include:
Product/Service Name
Quantity/Hours
Rate
Amount All columns are required.
Table supports adding/removing rows dynamically.
🧮 Totals & Adjustments
Subtotal auto-calculated
Options to add:
Discount (percentage or fixed)
Tax (percentage or fixed)
Shipping (percentage or fixed)
Amount Paid: Optional field to subtract from total.
🗒️ Notes & Terms (Optional)
You can add custom notes or terms to explain policies, conditions, etc.
🏦 Bank Details (If enabled)
Enter fields like Account Holder Name, Bank Name, IFSC Code, etc.
🪙 UPI Info (If enabled)
Add UPI ID. QR code is generated automatically.
✍️ Signature (If enabled)
Upload a signature image or use the input field.
Don’t forget to click "Save Signature" after entering/uploading.
💾 3. Saving and Exporting the Document
✅ Required Fields Before Saving:
Invoice Heading
"From Name" (Your Business)
"Client Name" (Bill To)
At least 1 item/service with all required fields (Product Name, Rate, Amount)
📥 Save as PDF:
Click the Download PDF button:
If "Save Invoice" is ON → Invoice is saved to Invoice History.
PDF is downloaded immediately with selected settings and design.
🎨 Change Design Before Download:
Click Choose Template button.
A modal shows 20+ design templates.
Choose a design and template type, then click Choose Template & Download.
After downloading, you're redirected to the Invoice History page.
📚 4. Invoice History Page
📍 How to Access:
Go to the Header Menu.
In the History dropdown, click on Invoice History.
📄 What’s Inside:
A list of all saved invoices.
Export to CSV: Export your entire document list as a CSV file.
Clear All Histroy: For easy bulk actions.
🔧 Actions Available for Each Invoice:
Edit – Modify the invoice.
Delete – Remove the invoice.
Download – Download the invoice PDF again.
Payment – Update payment-related details if needed.
✅ Final Notes
Always verify that required fields are filled before saving.
Use the Settings Panel to customize invoice features as per your business needs.
Signature, Bank, and UPI details are optional but enhance professionalism.
All actions are designed to be simple, fast, and user-friendly.
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