E-Bill
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Creating an Invoice

New Invoice is where you build a bill from scratch. The form is organised into clear sections — Invoice details, Bill to, Line items, and a live Summary — and the running total updates instantly as you type. The full PDF is generated only when you ask for it, so the form stays fast.

  1. Set invoice details

    Confirm the invoice number, issue date, and due date.

  2. Choose the client

    Pick a saved customer to auto-fill the details, or enter the client's name, email, address, GSTIN, and state. Their State (place of supply) decides whether GST is split as CGST/SGST or charged as IGST — see below.

  3. Add line items

    Add each service or product with a description, HSN/SAC code, quantity, rate, and GST slab. Pull saved entries from Items to fill these in instantly.

  4. Watch the Summary

    The Summary card shows the subtotal, GST breakdown, and total as you edit — no PDF render needed.

  5. Preview the PDF (optional)

    Click Preview PDF to open the rendered invoice in a dialog. From there you can Download or Print it.

  6. Save and share

    Save the invoice, then download or share its PDF with the client. (Email delivery from E-BillR is temporarily unavailable.)

Bill-to: client state and place of supply

The Bill to section includes a State (place of supply) dropdown listing all 36 Indian states/UTs plus Outside India (Export):

  • Pre-filled from a saved customer — selecting a customer from your list copies their state into the dropdown automatically.
  • Pre-filled from the client GSTIN — typing a GSTIN auto-fills the matching state (the first two digits of a GSTIN are its state code).
  • Always overridable — the dropdown is the source of truth; you can change it regardless of how it was pre-filled.
  • Outside India (Export) — choosing this option zero-rates the invoice (no GST applied).

E-BillR compares the client's state with your company state from Settings to decide whether to apply CGST + SGST or IGST. See Understanding GST.

Fields are validated as you go

Required fields show an inline message if they're left blank or invalid (for example, a malformed email or GSTIN), so you can fix issues before saving.

GST is automatic

You never choose CGST, SGST, or IGST yourself. E-BillR routes the tax from your state and the client's — see Understanding GST.

Editing an existing invoice

The same form is reused when editing an existing invoice. In edit mode the invoice number is locked and cannot be changed. The billable-expenses picker is also hidden in edit mode — adjust line items directly instead.