Sign in and open Setup
Open the app and sign in. In the menu, tap Setup and enter your business name, address and phone, then tap Save settings.
How to make your first bill
You need your business name and a few items. The rest of Setup can wait.
Add a few items
In the menu tap Items, enter an item name, price and GST rate, and save. If you already have a list in Excel, use Import instead (see the import article).
Open New Bill and choose items
Tap New Bill. Under Choose items, tap each item once per unit. The total updates as you go.
Add the customer and the payment
Under Customer, type a name and phone if you want them on the bill. Enter what the customer paid in Cash or UPI / Card. Leave both empty and the bill is recorded as udhaar (unpaid).
Tap Generate bill
The bill opens with its number, tax breakup and amount in words. From there you can share it on WhatsApp or print it.
Good to know
- Bill numbers are filled in for you and are consecutive.
- The free plan allows up to 25 bills a month.
FAQ
Common questions
Can I make a GST bill on my phone?
Yes. Invoice Saathi runs in your phone browser and installs like an app. Add your items once, tap them on New Bill, take payment and tap Generate bill.
Do I need GST registration to make a bill?
No. In Setup, choose Not registered and your bills print as bills of supply with no tax charged. Not sure which one fits you? Ask your CA.
What if the customer has not paid yet (udhaar)?
Leave Cash and UPI / Card empty and the bill is recorded as udhaar (unpaid). The Udhaar due total shows on Records.
Can I edit a bill after I generate it?
No. A bill you have issued keeps its number and contents, so check it before you tap Generate bill. A mistake is fixed with a credit note, not an edit.
Free to start, INR 2,500 or INR 5,000 a year.
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