Sales Invoice

The Sales Invoice module in SmartLedger.AI enables businesses to create, manage, and track invoices throughout their entire billing lifecycle. From generating GST-compliant invoices to recording payments and monitoring outstanding balances, the module streamlines the invoicing process while reducing manual effort and ensuring financial accuracy.

Whether you're billing for products or services, SmartLedger.ai helps you create professional invoices, save drafts, edit details before finalization, share invoices with customers, and monitor payment status—all from a single dashboard.

Create & Send Sales Invoices

• Creating a New Sales Invoice

Create professional GST-compliant sales invoices for your customers by selecting products or services, applying taxes, discounts, and payment terms, and generating invoices in just a few clicks.

• Save as Draft

Working on an invoice but not ready to send it? Save it as a draft and continue editing it later without losing your progress.

• Send Invoice

Share invoices instantly with customers through email or download them as PDF for printing and offline sharing.

Managing Your Sales Invoice

• Edit Sales Invoice

Update customer details, invoice items, taxes, discounts, payment terms, or notes before the invoice is finalized.

• Record Payments

Record payments received through bank transfer, UPI, cash, cheque, or any other payment method, and automatically update the invoice status.

• Attach Supporting Documents

Attach purchase orders, delivery challans, contracts, images, or other supporting documents to maintain complete transaction records.

• Download, Print & Share

Download invoices as PDF, print physical copies, or resend invoices to customers whenever required.

• Delete Sales Invoice

Delete draft or permitted invoices when they are no longer required, based on user permissions and business policies.

Invoice Actions

• Duplicate Invoice

Create a copy of an existing invoice to save time when billing customers with similar products or services.

• Credit Note

Issue credit notes for returned goods, billing corrections, discounts, or refunds while maintaining proper accounting records.

• Mark as Paid

Quickly mark invoices as paid after verifying successful payment receipt.

• Record Partial Payments

Support multiple partial payments against a single invoice until the outstanding balance is fully settled.

Customize Your Invoice

• Custom Fields

Add business-specific information such as purchase order numbers, project IDs, delivery references, or internal notes using customizable fields.