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Create and Manage Invoices

Invoice Manager tracks draft, sent, paid, cancelled and credited invoices together with unpaid, partially paid and paid collection status.

Create an invoice

Section titled “Create an invoice”

Open Sales & Billing → Invoices and select Create Invoice.

Build an invoice
  1. Confirm Invoice Date, Billing Location and Place of Supply.
  2. Select a customer or Walk-in Customer, then review the billing name, phone, email, GSTIN and address.
  3. Select Add Item and choose Service, Product, Package, Gift Voucher or Custom.
  4. Choose the item, quantity, price and GST percentage where editable.
  5. Review package coverage or membership discount options on eligible service lines.
  6. Add a permitted manual discount or coupon. Add a discount note when it helps explain an approved adjustment.
  7. Review taxable amount, CGST, SGST, IGST, round-off and Grand Total.
  8. Save the invoice.

GST is applied only when the selected billing location has GST configured. Invoice lines and totals retain the billing snapshot used when the invoice is created.

Package coverage, membership benefits and coupons can change the taxable calculation. Review the complete preview instead of calculating the final figure outside Yepsta.

Find and manage invoices

Section titled “Find and manage invoices”

Use the Invoice Manager search for invoice number, customer, mobile or email. Open Manage to inspect items, payment progress, tax snapshot, package usage and credit notes. Edit is available only while the current invoice state permits changes.

From the invoice you can record payment, print A4, 4x6 or Thermal, and share through an available WhatsApp action. Customer Portal users can see and download their linked customer-safe invoice.

Understand invoice states

Section titled “Understand invoice states”
  • Draft — billing work not yet completed for customer use.
  • Sent — the invoice has moved into the sent state.
  • Paid — recorded payments cover the amount due.
  • Cancelled — the invoice is no longer active for collection.
  • Credited — a credit note reversed the eligible paid invoice.

Payment status is separate: Unpaid, Partially Paid or Paid describes collection progress.

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