Step 1: Click New Invoice from Sales Invoice Dashboard.

1. On the Sales Invoices page, click the + Create New Sales Invoice button.
   
2. You will be taken to the New Invoice screen.
   

Step 2: Enter Invoice Details

On the New Invoice page, fill in the required information:

• Invoice Number & Date – These are auto-generated but can be edited if needed.

• Client Details – Select the client from the list. Client name, address, and GST details will be filled automatically.

• Place of Supply – Choose the correct state for tax calculation.

• Invoice Type – Select One Time or Recurring Invoice.
  

• Currency - Choose the required currency (for example, INR).
  
  

  

Step 3: Add Items and Taxes

• Enter item details such as description, unit price, quantity, and discount.

• Select HSN/SAC and applicable GST (CGST, SGST, or IGST).

• SmartLedger.AI will calculate the subtotal, tax amount, and total automatically, You can add more items by Clicking Add First Line Item.
  
     

Step 4: Review and Create Invoice

• Check the total amount and amount due shown at the bottom.

• Add bank details, notes, or terms and conditions if required.

• You can also attach files and set payment reminders.

Once everything is verified, click Create Invoice.

Sales Invoice Created Successfully

After clicking Create Invoice, your sales invoice is successfully created and saved in the system.
You can now send it to the customer, track payment status, or edit it later if needed.

Need More Details?
 
To learn more about sales invoices and related features, visit the SmartLedger.AI knowledge base:
https://knowledge.smartledger.ai/portal/en/kb/articles/sales-invoice

This guide helps you get started with sales invoicing in SmartLedger.AI in a simple and clear way.