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