# 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

## 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](/help/tax-filing/e-invoicing).

## 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.

### Can I delete an invoice I issued by mistake?

Only your last invoice, and only before it reaches the customer. An owner or admin can click Delete on it if it was never emailed or shared, has no IRN or e-way bill, nothing is paid against it and its month's GSTR-1 is not filed. The books are reversed and the next invoice takes the same number, so your series has no gap. This works for a cancelled invoice too, if it is the last one. Delete the last, and the one before it becomes the last. Any other invoice is cancelled instead and keeps its number.

### 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.

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Source: https://www.easedesk.com/help/sales/create-a-gst-invoice · Updated 2026-10-22 · EaseDesk