❓ Frequently Asked Questions

Go to Invoices → Create Invoice from the navigation bar.

1. Select your customer
2. Add line items manually or from the Catalog
3. Check the automatic CGST/SGST or IGST calculation
4. Save the editable draft
5. Click Issue Invoice when the details are final
6. Dispatch it separately by email, WhatsApp, shared link, or PDF

The permanent sequential number is assigned only when you issue the invoice. Issuing does not send it to the customer.

Only Draft invoices can be edited freely.

Once an invoice has been issued and assigned its permanent number, its legal details are locked under GST record-keeping rules. Dispatching is a separate action. Instead:
- For corrections, cancel the issued invoice and raise a replacement
- Only unnumbered drafts can be fully edited

Cancelled invoices cannot be edited at all.

Only Draft invoices can be deleted.

Once an invoice has been issued and assigned a permanent number, it cannot be deleted — this protects the integrity of your GST records. Issuing and dispatching are separate actions.

To void an issued invoice: open the invoice → Cancel Invoice. The invoice is marked Cancelled and preserved in your records.

Yes. GST Bill uses a configurable invoice series with the format:

{PREFIX}/{FINANCIAL YEAR}/{NUMBER}
Example: INV/2025-26/000001

To set it up:
1. Go to Invoices → Create Invoice (or visit /invoices/series-setup directly)
2. Enter your prefix (e.g. INV, GST, your initials)
3. Enter your starting number (enter your last real invoice number if you have existing invoices)
4. Save

The financial year resets automatically on April 1st each year.

Go to Customers → Add Customer.

Fill in:
- Customer name and email
- Billing address including State (critical for correct GST calculation)
- GSTIN (for registered business customers — leave blank for individuals)

Click Save. The customer is now available when creating invoices.

No — only for registered business customers (B2B invoices).

For B2B: Enter the customer's 15-digit GSTIN. This allows them to claim Input Tax Credit (ITC) on your invoice and is required for a valid tax invoice.

For B2C (individuals or unregistered businesses): Leave GSTIN blank. The invoice is treated as a consumer sale.

Always verify the GSTIN before saving — an incorrect GSTIN makes the invoice invalid for ITC purposes.

Bulk customer import (CSV/Excel) is not currently available. Customers must be added individually.

This feature is on our roadmap for a future update. If you have a large number of customers to add, please contact support and we can advise on the best approach.

GST is calculated automatically based on:

1. Your registered state (set in Company Settings)
2. Your customer's state (set in the customer record)
3. The GST rate per line item

Intra-state (same state): Tax splits into CGST + SGST (50/50)
Inter-state (different state): Full rate applies as IGST

Example: 18% GST on an intra-state invoice → CGST 9% + SGST 9%
Example: 18% GST on an inter-state invoice → IGST 18%

GST Bill supports all standard Indian GST slabs:
- 0% (exempt goods and services)
- 5%
- 12%
- 18% (most professional and IT services)
- 28% (luxury goods)

You set the rate per line item when creating an invoice. To save time, add your products/services to the Catalog with their default rates and HSN/SAC codes.

Yes — HSN (for goods) and SAC (for services) codes are required on GST invoices.

For businesses with annual turnover above ₹5 crore, 6-digit HSN codes are mandatory. For others, 4-digit codes are sufficient (check current GST council notifications for your turnover bracket).

Tip: Add your products and services to the Catalog with their HSN/SAC codes. When you select a catalog item while creating an invoice, the code fills in automatically.

Open the invoice → click Send Email.

The customer's email address is pre-filled from their customer record. Confirm it and click Send.

The customer receives a professional email with the invoice PDF attached. Make sure the customer's email address is correct in their customer record.

1. Ask the customer to check their spam/junk folder
2. Verify the email address in the customer record is correct
3. Re-send the invoice from within the app
4. If the issue persists, contact support at admin@gst-bill.com with the invoice number

Emails are sent via ZeptoMail (Zoho) which has high deliverability, but corporate email servers sometimes filter automated emails.

Yes. Go to Email Templates in the top navigation bar.

You can customise the subject line and body for:
- Standard invoices
- Recurring invoices

Available template variables: {customer_name}, {invoice_number}, {invoice_date}, {total_amount}, {company_name}, {due_date}

Pro users can manage templates per invoice type.

GST Bill offers three plans:

Trial (Free)
- Up to 10 invoices
- Up to 5 customers
- Up to 50 emails/month
- Basic GST compliance and PDF download
- 14-day trial period

Regular Plan
- Unlimited invoices and customers
- Unlimited email sending
- Full GST compliance
- All standard features

Pro Plan
- Everything in Regular
- Recurring invoices (automated billing)
- Email event logs and delivery tracking
- Invoice events audit log
- Advanced analytics
- Priority support

Visit the Pricing page on gst-bill.com for current pricing.

Click the Upgrade button in your dashboard (shown when on Trial or Regular plan).

You will be taken to the pricing/payment page. Select your plan and complete payment via Razorpay (cards, UPI, net banking accepted).

Your account is upgraded immediately after successful payment. No data is lost during upgrade.

The free trial lets you:
- Create up to 10 invoices
- Add up to 5 customers
- Send up to 50 emails per month
- Download PDF invoices
- Use basic GST compliance features

The trial lasts 14 days from registration. After the trial period or when limits are reached, you will be prompted to upgrade to continue creating invoices.

All data created during the trial is preserved when you upgrade.

Subscriptions are processed via Razorpay, which accepts:
- Credit cards (Visa, Mastercard, Amex, RuPay)
- Debit cards
- UPI (Google Pay, PhonePe, Paytm, etc.)
- Net banking (all major Indian banks)
- Wallets

All payments are processed securely. Card details are never stored on our servers.

Subscriptions are billed on a recurring basis (monthly or annually, depending on the plan selected).

You will receive an email reminder before renewal. If payment fails, your account will revert to limited access until payment is completed.

To avoid service interruption, ensure your payment method is up to date.

To cancel, contact support at admin@gst-bill.com with your account email and cancellation request.

Cancellations take effect at the end of the current billing period. Your data remains accessible until then. After cancellation, your account moves to read-only mode — you can view existing invoices but cannot create new ones.

Refer to our Refund & Cancellation Policy for full details.

We offer refunds in the following cases:
- Duplicate charges
- Billing errors on our part
- Technical issues that prevented you from using the service

Change-of-mind refunds are generally not provided for digital subscription services. Please try the free trial before upgrading to ensure the product meets your needs.

For refund requests, email admin@gst-bill.com within 7 days of the charge with your invoice/payment details.

Full details: see our Refund & Cancellation Policy in the Getting Started section.

Your data (invoices, customers, company settings) is retained for 90 days after cancellation. During this period, you can re-subscribe and continue from where you left off.

After 90 days, inactive account data may be permanently deleted. If you need a data export before cancelling, contact support.

Yes. A payment receipt is emailed automatically after each successful subscription payment.

If you need a formal GST invoice for your subscription with your company's GSTIN, email admin@gst-bill.com with your GSTIN and payment details.

Open the invoice → Cancel Invoice.

Cancellation is permanent. A cancelled invoice:
- Cannot be edited or dispatched again
- Remains visible in your records with Cancelled status
- Is preserved for your audit trail

Issued invoices must be cancelled rather than deleted. Unnumbered drafts can simply be deleted.

When setting up your invoice series, enter the last invoice number you want to continue from. This effectively skips any test invoice numbers and your real invoices will start from the correct number.

For example: if test invoices used 000001 and 000002, set your starting number to 000002 — your next real invoice will be 000003.

Open any invoice and click the Download PDF button. The PDF is a GST-compliant tax invoice containing all mandatory fields including your GSTIN, customer GSTIN (B2B), line items with HSN/SAC codes, and tax breakdown.

On April 1st (start of the new Indian financial year), your invoice series counter resets to 000001 for the new year.

For example: INV/2025-26/000150 → next invoice becomes INV/2026-27/000001

This is automatic. The financial year in your invoice numbers updates to reflect the new year (e.g. 2026-27). No action is needed from you.

The system determines this automatically based on states — but here is the rule:

CGST + SGST: When your business state and the customer's billing state are the same (intra-state supply)

IGST: When your business state and the customer's state are different (inter-state supply), or for exports

Make sure both your state (Company Settings) and the customer's state (customer record) are set correctly.

Under RCM, the recipient (buyer) of goods or services is liable to pay GST instead of the supplier. This applies to specific notified goods and services under GST law.

If you are raising an invoice under RCM, the invoice must state 'Tax is payable on reverse charge basis'. GST Bill includes this field on invoices. Consult your CA to confirm whether RCM applies to your specific transactions.

Yes. GST Bill takes data security seriously:
- All data is transmitted over HTTPS (SSL encryption)
- Passwords are stored using strong one-way hashing (bcrypt)
- Payment processing is handled entirely by Razorpay — card details never touch our servers
- Regular backups are performed
- Access to your data is restricted to your account only

We do not sell or share your business data with third parties.

Go to Profile (top-right dropdown → Profile) → Change Password section.

Enter your current password and your new password (minimum 8 characters). Click Save.

If you have forgotten your password, use the Forgot Password link on the login page.

The current plans are single-user accounts. Each subscription is for one login.

Multi-user / team access is on our roadmap. If this is important for your business, let us know at admin@gst-bill.com — user demand helps us prioritise features.

Yes. GST Bill is responsive and works on mobile browsers. You can create and manage invoices from your smartphone or tablet.

A dedicated mobile app is not currently available but is planned for future development.

Email: admin@gst-bill.com
Response time: within 24 hours on business days (Monday–Saturday, 10am–6pm IST)

For urgent issues, include your account email and a brief description of the problem in your message.