Creating Your First Invoice

Invoices are the backbone of your business. With Accountune, you can create your first professional, GST-compliant invoice in just a few minutes.

Step 1: Set Up Your Business Details #

Before creating your first invoice, make sure your business profile is set up:

1. Go to Settings → Business Profile.
2. Enter your Business Name, Address, GSTIN, and Bank Details.
3. Upload your Company Logo (optional but recommended for branding).
4. Save your profile.

💡 Tip: These details will automatically appear on every invoice you create.

Step 2: Add a Customer #

1. From the dashboard, click Customers → + Add Customer.
2. Enter the customer’s Name, Contact Information, and GST Number (if applicable).
3. Save the customer for future use.

Step 3: Create a New Invoice #

1. Navigate to Invoices → + New Invoice.
2. Fill in the following fields:
   • Invoice Number (auto-generated or custom)
   • Invoice Date & Due Date
   • Customer (select from your saved list)
   • Products/Services – Add items, quantity, price, and tax (GST if applicable)

Step 4: Customize Your Invoice #

• Select a Template Design from available layouts.
• Add your Company Logo and Terms & Conditions.
• Apply Discounts, Shipping Charges, or Notes if needed.

Step 5: Save and Preview #

1. Click Save Invoice.
2. Use Preview to check formatting, totals, and taxes.
3. Make adjustments if required.

Step 6: Send the Invoice #

• Email: Send directly to your customer’s inbox.
• Download PDF: Save and share manually.
• WhatsApp/Share Link: Instantly send via messaging.

Step 7: Track Invoice Status #

• Open Invoices → Status to check if your invoice is:
  • Draft
  • Sent
  • Paid
  • Overdue
• Enable Automated Payment Reminders to follow up with customers.