User Guide
Creating a GST Invoice
Build a compliant GST tax invoice end to end — customer, line items, per-item GST and discounts, automatic CGST/SGST vs IGST, catalog autocomplete, templates and display toggles.
InvoiceKaro creates proper GST tax invoices and does the tax maths for you. Pick a customer, add your line items, and the app works out CGST/SGST or IGST automatically — then turns it into a polished PDF with your branding.
1. Pick the customer
- 1Open the Invoices tab and tap Create invoice.
- 2Choose an existing customer (add customers first from the Customers tab).
- 3The State of Supply defaults from the customer's state. You can change it if the place of supply differs.
2. Add line items
For each line, enter a description, quantity and rate, then set the GST % and any discount for that item. Both GST and discount are per-item, so a single invoice can mix tax rates and offers.
- Live product catalog — start typing and pick from your saved products to autofill description, rate and GST. Manage these under Profile → Product Catalog.
- Scan Item — scan a product to pull it straight into a line instead of typing.
3. How GST is calculated
You never choose CGST/SGST vs IGST by hand. InvoiceKaro derives it from the invoice's State of Supply compared to your business state:
| Scenario | Tax applied |
|---|---|
| State of Supply same as your business state | CGST + SGST (split equally) |
| State of Supply different from your business state | IGST (single combined rate) |
4. Style: template & accent colour
Choose one of three PDF templates and an accent colour to match your brand:
- Classic — a traditional, formal layout.
- Modern — a clean, contemporary look.
- GST Pro — a green, tax-forward layout that foregrounds GST breakup.
Set a default template under Profile → Default invoice template so every new invoice starts the way you like it.
5. Display-option toggles
Show or hide exactly what appears on the PDF and pay page. You can toggle your logo, address, GSTIN, tax breakdown, signature, terms, bank details and UPI.
6. Totals & save
The totals panel updates live as you edit — subtotal, per-item discounts, CGST/SGST or IGST, and the grand total. The invoice number is assigned automatically, in sequence.
- 1Review the live totals and the template preview.
- 2Save to keep it as a draft — drafts are fully editable.
- 3When you're ready, send it. Once an invoice is sent it can't be edited — to change a sent invoice you cancel it and recreate.