Knowledge/Billing & Invoicing
Billing & Invoicing 📄
Create GST invoices, quotes, returns, credit notes, challans, and purchase bills — then print, share, or collect payment.
22 articles
How billing & invoicing looks in TiBook
Create a GST sales invoice
Open Sales Invoice, pick the customer, add taxed line items, and save a GST-compliant bill from Billing & Spending → Sales.
Line items, discounts, and additional charges
Build invoice totals with quantity, rate, per-line discount, document-level discount, and extra charges like freight or packing.
Place of supply, CGST+SGST vs IGST
TiBook picks CGST+SGST or IGST from your state and the party’s billing state. Use the tax toggle and correct addresses for clean GST invoices.
Add company logo and signature on PDFs
Upload your logo and authorised signatory image in Company settings so every sales PDF and public invoice link looks like your firm.
Choose an invoice theme
Pick Classic, Modern, Accent, Formal, or GST Detailed so on-screen invoices and downloaded PDFs match how your buyers expect to read a bill.
Print, PDF, email, WhatsApp, and copy link
Send invoices from the saved voucher view — download PDF, print original/duplicate, email, WhatsApp, or copy a shareable link.
Public invoice link without login
Every saved sales invoice gets a shareable URL at /invoice/p/:uuid so customers can view and download the bill without a TiBook account.
Add payment or mark invoice as paid
Record full or partial receipts on the invoice, or mark paid while saving, so customer balance and reports stay accurate.
Duplicate an invoice
Copy a saved sales or purchase voucher with the same party and line items, then edit the number and dates for a fast repeat bill.
Scan a document into an invoice (OCR)
Photograph or upload a supplier bill or customer PO and let TiBook draft a sales or purchase invoice you can review before saving.
Create a quotation
Send a formal quote before the sale — same line items and tax as an invoice, but labelled as a quotation for customer approval.
Convert a quote to a sales invoice
When a quote is accepted, raise a tax invoice with the same party and items — duplicate the quote or create a sales invoice from the agreed lines.
Record a sales return
Issue a sales return voucher when goods come back from a customer so stock and receivables adjust correctly.
Issue a credit note
Create a credit note against a customer invoice for returns, rate corrections, or post-sale discounts under GST.
Create a delivery challan
Ship goods with a delivery challan — proof of movement and quantity before or without a tax invoice.
Create a proforma (performa) invoice
Send a proforma invoice for customs, bank LC, or buyer approval before you issue the final GST tax invoice.
Document number prefixes
Set INV-, QT-, PO-, and other prefixes per document type so sales, quotes, and purchase series stay separate and audit-friendly.
Custom fields on invoices
Add printable fields such as PO number, vehicle number, or E-way bill reference on invoice PDFs and thermal receipts.
Create a purchase invoice
Record supplier bills in Purchase Invoice so payables, input tax, and stock inward stay aligned with your books.
Create a purchase order
Send a PO to a vendor before goods arrive so quantity, rate, and terms are agreed in writing.
Record a purchase return
Document goods sent back to a supplier so purchase and stock values drop correctly.
Issue a debit note
Raise a debit note when a supplier under-billed you, short-shipped, or you return goods and need the payable reduced on your books.