GST INVOICE GENERATOR GST INVOICE GENERATOR / Documentation

Reports & Analytics

View invoice summaries, GST reports, and revenue overviews in GST Bill to track your business and prepare for tax filing

Last Updated: 2026-05-01 • Reading time: 3 min

Reports & Analytics

GST Bill gives you an at-a-glance view of your invoicing activity, revenue, and tax liability — helping you stay on top of your business and making GST filing preparation easier.

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Dashboard Overview

The Dashboard is your starting point for a quick summary of your business activity:

- Total invoices created (this month / all time)

  • Revenue summary — total billed amount across invoices
  • Outstanding amount — sum of all unpaid sent invoices
  • Recent invoices — quick access to your latest activity

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    Invoice List as a Report Tool

    The Invoices list is more than just a list — it's a practical reporting tool:

    Filtering

    | Filter | Use Case |

    • |---|---| | By Status | See all Draft / Sent / Paid / Cancelled invoices | | By Date Range | View invoices for a specific period (e.g. a financial quarter) | | By Customer | See all invoices raised for a specific customer |

    What the List Shows

    - Invoice number, date, and due date

  • Customer name
  • Taxable amount and total amount (with GST)
  • Current payment status

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    GST Reporting

    For GST filing (GSTR-1, GSTR-3B), you need a summary of:

    - B2B invoices (with customer GSTINs)

  • B2C invoices (without GSTINs)
  • Tax collected (CGST, SGST, IGST breakdowns)

    Use the invoice list filtered by date range (e.g. April 1 – June 30 for Q1) to prepare this summary. Every invoice shows the GST type and amount applied.

    > 💡 Tip: Filter invoices by the relevant financial quarter before your GSTR-1 filing date to get your taxable supply totals.

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    Invoice PDF Export

    Every invoice can be downloaded as a PDF directly from the invoice view or list. The PDF includes:

    - Your company details and GSTIN

  • Customer details and GSTIN (for B2B)
  • Line items with HSN/SAC codes
  • CGST / SGST / IGST breakdown
  • Total amount in words
  • Bank payment details

    These PDFs serve as legally valid tax invoices under GST.

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    Pro Plan: Advanced Analytics

    Pro plan subscribers have access to additional analytics features:

    - Email event logs — track when invoice emails were delivered, opened, or bounced

  • Recurring invoice reports — overview of all active recurring schedules and amounts
  • Invoice events log — full audit trail of all invoice actions (created, sent, paid, cancelled)

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    Preparing for GST Filing

    A recommended monthly/quarterly checklist:

    - [ ] Filter invoices by the filing period date range

  • [ ] Verify all B2B invoices have correct customer GSTINs
  • [ ] Note down total CGST, SGST, and IGST collected
  • [ ] Cross-check against your bank statements for paid invoices
  • [ ] Download PDFs of any invoices requested by your CA or accountant

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    Frequently Asked Questions

    Q: Can I export invoices to Excel or CSV?

CSV/Excel export is planned for a future update. Currently, invoice data can be viewed on-screen and individual invoices downloaded as PDF.

Q: Does GST Bill file GST returns for me? No. GST Bill helps you create compliant invoices and track your tax collected. Actual GST return filing must be done on the GST portal (gstn.gov.in) or through your CA/tax practitioner.

Q: How do I get a summary of all invoices in a financial year? Use the date range filter on the Invoices list — set April 1 to March 31 of the relevant financial year to see all invoices for that period.

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📧 Need help? Contact support: admin@gst-bill.com

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