Sales & Invoicing

This is where you get paid. Pick a customer, add what you sold, and MGH Books writes a clean, GST-correct invoice — the right CGST/SGST or IGST, the totals, the due date — in seconds. The same screen also makes quotations, sales orders, delivery challans and credit notes. If you do one thing daily in MGH Books, it's probably this; let's make you fast at it.

Read this first — one screen, many documents

• You don't calculate GST. The app applies each item's tax rate and the place of supply rule for you.
• Customer + items = invoice. Pick a saved party and items; their details, prices, HSN and tax flow in automatically.
• The same form makes other documents — quotation, sales order, delivery challan, credit note — so there's only one screen to learn.
• Finished invoices can be shared instantly on WhatsApp or as a PDF, with a UPI link so customers pay on the spot.

What you can create

Create an invoice — step by step

1. Open Sales → New Invoice

   Go to 🧾 Sales and start a Tax Invoice. The number and date fill in automatically; a due date is set from the payment terms.

2. Pick the customer

   Select a party — GSTIN, address, state and Place of Supply auto-fill. You can add a new customer on the fly.

3. Add items (lines)

   Add each item: name, HSN, rate and GST come from the item record. Set quantity, and any per-line discount. Repeat for each product.

4. Review tax & totals

   The summary shows taxable value, CGST+SGST or IGST, optional round-off, and the grand total. Add notes/terms if needed.

5. Record payment & save

   Optionally record an advance/amount received (Cash/UPI/Bank). Save — then share.

📸 SHOT SI-01Sales screenCapture the Sales list with the New Invoice button and recent documents.help-shots/si-01-list.png

📸 SHOT SI-02New invoice formCapture the invoice form with customer, item lines, and the tax/total summary.help-shots/si-02-invoice.png

How GST is applied (so it's never a mystery)

MGH Books decides the tax split from the invoice's Place of Supply versus your company's state:

• Same state (intra-state) → CGST + SGST (split equally).
• Different state (inter-state) → IGST (single combined rate).

Each line uses its own item's GST rate, so one invoice can correctly mix 5%, 12% and 18% items. A small round-off can nudge the grand total to a whole rupee.

Share & get paid

From a saved invoice you can share on WhatsApp, Print / save as PDF, and include a UPI payment link/QR so customers pay instantly. Record full or partial payments; the unpaid balance flows to your Dashboard and collections until it's cleared.

📸 SHOT SI-03Share & paymentCapture the share options (WhatsApp / PDF) and/or the UPI payment link on a finished invoice.help-shots/si-03-share.png

Beyond invoices

• Quotation → Sales Order → Invoice can be converted down the chain so you never re-type Pragati+.
• POS billing — a fast counter screen with Razorpay UPI/card and thermal receipts Pragati+.
• Recurring / subscription invoices auto-generate on a schedule Pragati+.
• e-Invoice (IRN/QR) & e-Way Bill for compliant inter-state movement Unnati+.
• Credit Notes handle returns/adjustments against an invoice Pragati+.

📸 SHOT SI-04POS / document convertCapture the POS billing screen, or a quotation being converted to an invoice.help-shots/si-04-pos.png

Real situations

📖 A local (same-state) sale

Ravi in Pune bills a Pune customer. Place of supply = Maharashtra (his state), so the invoice shows CGST + SGST automatically. He shares it on WhatsApp with a UPI link; payment lands before the customer leaves.

📖 An inter-state sale

Ravi sells to a Gujarat buyer. Place of supply = Gujarat, so the invoice uses IGST. On Unnati he also generates the e-Way Bill for the shipment.

📖 Quote that becomes an order, then an invoice

A prospect asks for a quotation. Ravi makes one (Pragati), the customer agrees, he converts it to a Sales Order, and after delivery to a Tax Invoice — no data re-entered at any step.

Words you'll see, in plain language

Troubleshooting

Best practices

• Keep item prices/HSN/GST up to date so invoices need no manual fixes.
• Always confirm the Place of Supply for out-of-town customers.
• Add a UPI link/QR to every invoice — you'll get paid faster.
• Use quotations → orders → invoices for bigger deals to keep an audit trail.

FAQ

The tax shows IGST but it's a local sale — why?

Check the Place of Supply; if it's another state, IGST applies. Correct it to get CGST+SGST.

Can I change my invoice number format?

Yes — set your prefix/series in settings; new invoices continue from the last number.

How do I record a part payment?

Enter the amount received on the invoice; the balance stays outstanding until cleared.

Can I edit an invoice after saving?

Yes, you can edit; for GST hygiene, prefer a Credit Note for returns/adjustments once a bill is issued.

📸 Screenshot capture checklist

Drop each PNG into help-shots/ with the exact filename and it appears automatically.

Tip: use a sample customer and items; blur any real GSTIN/UPI handle.