Create a GST invoice

Go to Sales, choose New tax invoice, pick the customer and items, and click Save and issue. EaseDesk works out CGST and SGST or IGST from the place of supply, numbers the invoice, and lets you email, share or print it as a PDF.

In EaseDesk: Sales → New tax invoice. Log in or start a free trial.

Steps

1 Open Sales and click New tax invoice.
2 Search for the customer and pick them. The place of supply fills in from their state, which decides CGST and SGST or IGST.
3 Search for each item, and enter the quantity and rate. Stock in hand shows on the line for goods.
4 Check the totals and tax on the right. Add a discount, notes or your terms if you need them.
5 Click Save and issue. The invoice gets the next number in its series and is posted to your books.
6 Click Email to send the PDF to the customer, Share for a link, or PDF to print.

Before your first invoice

Your business details and GSTIN go on every invoice, so set them up first under Settings → Organisation. Add your customers in the Directory (with their GSTIN, the tax on B2B invoices depends on it) and your products and services in Items with their HSN or SAC code and GST rate. You can also add a customer or item while you write the invoice.

Issuing needs a verified email

The first time you issue, email or invite, the organisation’s Owner must have confirmed their email address (Account → Verify now). Until then you can prepare everything as drafts.

After you issue

The invoice shows as Unpaid until money comes in. Record a receipt when the customer pays, or let the UPI QR code and payment link on the PDF collect it for you. EaseDesk reminds customers before and after the due date if you turn reminders on.

If your turnover needs e-invoicing, the invoice waits in E-invoices to register until you bring its IRN back from the e-invoice portal; the IRN and signed QR code then print on it. See Get the IRN for your e-invoices.

Questions

Can I save an invoice without issuing it?

Yes. Save draft keeps it without a number; you can finish it later or delete it. Only issued invoices get a number and go into your books and GST returns.

Can I change an invoice after issuing it?

Yes, with a reason. The number stays the same and EaseDesk records each change. To reverse a sale, cancel the invoice with a reason, or issue a credit note if the period's GST return is already filed.

How does EaseDesk choose between IGST and CGST plus SGST?

From the place of supply against your GST registration's state. A sale within your state gets CGST and SGST (or UTGST in a union territory); a sale to another state gets IGST.

Still stuck? WhatsApp or call +91 91525 20552 or write to support@easedesk.com. Updated 28-09-2026.