Invoice Details and Line Items

Learn how to create and manage invoices

Line Item Fields:

  • Description : Name or description of the product / service
  • - Quantity : Number of units
  • - Unit : Measurement unit(pcs, hrs, kg, etc.)
  • - Unit Price : Price per unit
  • - Tax Rate : Percentage tax applied(e.g., 18 % for GST)
  • Discount : Can be set as:
  • Fixed amount(e.g., ₹100)
  • - Percentage(e.g., 10 %)

    Calculations:

  • - Subtotal = (Quantity × Unit Price) - Discount
  • - Tax = Subtotal × (Tax Rate / 100)
  • Total = Subtotal + Tax

Adding / Removing Items: - Click "Add Item" to add more line items - Hover over an item and click the trash icon to remove it - At least one valid item is required

Pro Tips

  • Use consistent units (pcs, hrs) for better organization
  • Apply discounts at item level for detailed tracking