Create a GST-compliant Invoice

The detailed invoice workflow lives in Create and Manage Invoices. Use these GST checks before selecting Save Invoice.

Permission required

Owners have full access. Managers and staff need Invoices access, invoice-create permission and access to the billing location.

Verify the GST context

Build and review the GST invoice

1. Open Sales & Billing → Invoices, select Create Invoice, and choose Invoice Date.
2. Select Billing Location. Confirm the page shows GST enabled and the expected supplier registration for that location and date.
3. Verify Place of Supply. Yepsta defaults it from the location, but the invoice creator can change it when the verified transaction requires another state.
4. Leave Invoice Number blank for the registration-scoped automatic series, or enter an approved manual number. A manual number can contain letters, numbers, / or -, must end in a number, and is limited to 16 characters.
5. Under Customer Details, verify Billing Name, address and Billing GSTIN when the customer is registered.
6. Add products, services, packages or custom lines. Confirm GST %, HSN/SAC and product GST Unit / UQC on every taxable line.
7. Apply an approved discount or coupon and confirm the discount is reflected before GST.
8. Review taxable value, CGST and SGST or IGST, round-off and Grand Total in the preview.
9. Select Save Invoice, then open the invoice and verify its printed tax identity and breakdown.

Understand the result

• The dated billing-location mapping supplies the GSTIN and supplier state.
• Matching supplier and place-of-supply states produce CGST and SGST; different states produce IGST.
• A verified customer GSTIN makes the outward working record B2B; no customer GSTIN makes it B2C.
• The business-wide Tax Mode decides whether the entered price includes GST or has GST added.
• Discounts reduce the taxable calculation before tax; Round Off applies only when enabled in Billing & Tax.
• Payments change collection status but do not create or remove the invoice’s GST reporting event.

The current invoice form has no separate GST additional-charge or debit-note control. Add only supported invoice lines and use the documented credit-note workflow for an eligible full reversal.

Correct records safely

The normal save flow finalizes the invoice. Only an actual draft can be edited; an issued or paid invoice is protected from tax changes. An eligible paid invoice can be fully reversed with Credit Note. Cancel an unpaid invoice only when the invoice screen offers the supported cancellation action and your business process approves it.

Cancelled invoices and drafts do not contribute as current outward tax documents. A credit note contributes a negative adjustment. Issued invoices and credit notes keep their captured registration, customer and line tax values even if settings or catalog data change later.

Warning

If the billing location is unmapped, the wrong registration appears, or a required HSN/SAC is missing, stop before saving. Do not use a guessed state, GSTIN, code or rate to bypass validation.

Important information

Yepsta calculates from the entered transaction data. Verify the legal invoice requirements, tax rate, place of supply and customer identity with your GST professional.

Tip

After saving, use A4, 4x6 or Thermal print as appropriate and confirm supplier GSTIN, place of supply, HSN/SAC and tax components before sending the document.

Related guides

• Create and Manage Invoices
• Reverse a Paid Invoice with a Credit Note
• Sell with Point of Sale
• Configure GST for Products and Services
• Understand GST Reports

Last reviewed: 19 July 2026