Create a new invoice
From the Invoices tab, tap the floating + button. Or use the New Invoice shortcut tile from the dashboard.
Auto-generated invoice number
The next number is filled for you using the prefix and format from Invoice Settings → Numbering. You can edit it inline.
Pick the customer (party)
Search existing parties or tap “+ New” to create one with GSTIN, address, phone and email.
Set invoice date & due date
Both default to today; due date drives the overdue alert on your dashboard.
Add line items
You can mix stock items and manual entries in the same invoice.
- Tap Add item → search stock, or type a custom item name
- Quantity & unit price auto-fill from your stock catalogue
- Per-item discount in % or ₹
- HSN/SAC code auto-fills from the item record
Tax & HSN setup
Shahi Expense supports the full Indian tax stack:
GST (intra-state)
Auto-splits to CGST + SGST in equal halves.
IGST (inter-state)
Used when customer state differs from yours.
Cess
Add a fixed % cess on top of GST when applicable.
HSN / SAC codes
Stored per item — printed on every invoice automatically.
Totals & discounts
- Subtotal — sum of line items before tax
- Invoice-level discount — additional flat or % discount on top
- Tax breakdown — automatic per-rate split
- Round-off — toggle in Invoice Settings if you want clean rupee totals
- Grand total — final amount payable
Generate the PDF, share & print
Once you save, the invoice opens in preview. From here you can:
- Share — opens the system share sheet (WhatsApp, Email, Drive, anything)
- Save PDF — exports to your phone storage
- Print — sends to a connected Bluetooth/USB printer
Invoice status & settlement
Each invoice carries one of three live statuses:
- Unpaid — no payment linked yet
- Partially Paid — some payment received
- Paid — fully settled
Read more in the Payments & Settlement chapter.
Templates & branding
Open Settings → Invoice Settings to customise the look:
- Multiple PDF templates (clean, classic, compact)
- Brand color picker
- Toggle: show signature, show QR (UPI), show terms & conditions
- Custom footer text (e.g. “Thank you for your business”)