GST invoices & reports

Books & Tax → Invoices

How invoicing works

Invoicing turns every order into a numbered bill your customer (and your CA) can rely on — you set it up once, and each new order gets its invoice made for it. The document adapts to your registration:

• Tax Invoice — you have a GSTIN. Full GST breakdown, HSN codes, place of supply.
• Bill of Supply — you're a Composition Scheme dealer. No tax columns, as the law requires.
• Cash Memo — no GST registration at all. A neat printed bill with no GSTIN, HSN, or tax columns — a proper replacement for the paper bill book.

Invoice numbers follow the Rule 46 format INV/25-26/0001 — your prefix (up to 5 characters), the financial year (it rolls over every April), and a running serial. Numbers run in sequence and are never reused — a cancelled bill keeps its number in your records.

One-time setup

Everything lives on one page: open your site's Invoices from the sidebar and tap Settings. Two toggles matter most — Enable Invoicing (switches the whole system on) and Auto-generate on Every Order (makes each order bill itself). Both live here.

Invoices → Settings

What's on the invoice (Rule 46)

Rule 46 of the GST rules lists what a tax invoice must carry — LentloSites fills all of it for you, so a GST officer or a B2B buyer never finds anything missing:

• Sequential invoice number (max 16 characters), invoice date, and your GSTIN, name, and address.
• Buyer details — and if your customer typed their GSTIN at checkout, it prints in Bill To, making it a proper B2B invoice they can claim credit on.
• HSN code, quantity, and rate per line; CGST + SGST or IGST worked out automatically from the place of supply — the buyer's GSTIN or delivery pincode decides whether the sale is within your state or interstate. Store-pickup orders always bill in your own state.
• Amount in words, your signature, and a QR code the customer can scan to verify the invoice is genuine.

From 10 September 2026, a delivery, COD or priority charge on a tax-inclusive bill carries GST at the rate of the goods it accompanies (the law treats it as part of the sale) — the total your customer pays is unchanged; the tax inside the charge is simply shown and reported. Delivery charges, extra charges, and discounts appear on the invoice too — with per-item toggles in Invoice Settings if you'd rather keep any of them off the printed bill. Discounts are spread across the product lines so GST is charged on what the customer actually paid.

The invoice designer — make it yours

Your invoice is often the only paper a customer keeps, so it should look like your brand — the Invoice design section in Invoice Settings controls the look of every invoice and receipt, without ever touching the tax math.

• 16 full-page (A4) designs — Modern, Classic, Minimal, Bold, Elegant, Corporate, Letterhead, Compact, Black & White, Soft, and six newer looks: Regal (violet bands), Midnight (navy & gold), Crimson (maroon ledger), Saffron (warm orange), Graphite (quiet slate) and Copper (bronze warmth for jewellers).
• 10 receipt styles for thermal roll printers — Classic, Minimal, Bordered, Double line, Dotted, Centred, Framed, Compact, Ruled, and Bold.
• Brand colour — recolours the header and total bar; the text on it flips automatically so even a dark colour stays readable.
• Fonts — separate heading and body font choices (print-safe, so they render the same on paper and PDF).
• Logo — size slider and left / centre / right position.

Below the designs, What Shows On Your Printed Bills lets you switch individual pieces off: logo, QR code, amount in words, terms, HSN codes, place of supply, signature, bank details, the tax-summary tables, the order-source line, the business name in the header (turn it off when your logo already carries your name — your name always stays in the seller details for GST), the UPI scan-to-pay QR, and an optional Prepared by line that prints who made the bill (off unless you switch it on — useful when staff raise invoices). And Bill number on receipts can print a big daily counter number (restarting at 1 each morning — handy for a busy counter or restaurant) alongside or instead of the official number, which always keeps counting in your dashboard for GST.

Credit tracking on hand-made bills

A hand-made (free-form) bill can carry a payment due date and record part-payments: open the bill and use the Payment card — enter the amount and how it came (UPI / cash / bank), and the bill flips between Not received → Part received → Fully received. The list shows an amount-due chip on each open bill (red when overdue) plus a strip totalling everything still to collect. Each recorded payment can print a small payment acknowledgment slip, and Remind on WhatsApp sends a polite balance reminder. The scan-to-pay QR always asks for the live balance — never money already received. Order bills don't use this card: their money is tracked on the order itself.

Scan-to-pay UPI QR

Invoices with an amount still to be paid can print a Scan to pay UPI QR next to the verify QR — your customer scans it with any UPI app and the amount comes pre-filled. Add a UPI ID in Invoice Settings → Bank Details (or leave it blank to automatically use your store's UPI ID from Payment settings). For order invoices the amount is the real balance due — money already received by wallet, part-payments you recorded, or an online prepayment is subtracted automatically. Fully paid invoices, credit notes and proformas never print a pay QR, and you can switch it off under What Shows On Your Printed Bills.

CRM → Invoices → Settings

Printing — A4, thermal, PDF, WhatsApp

Open any invoice from the Invoices list and printing is two buttons, no settings:

• Print bill prints the thermal receipt — on your computer it opens the print dialog; on your phone it opens the share menu so you can send the bill to your Bluetooth receipt printer's app (works with every printer brand). The bill prints dot-for-dot in a fixed POS bill font — dark, razor-sharp like a counter bill — and cuts right after the last line, no wasted roll. A small Bill font choice lets you pick Big letters (the classic POS-machine look) or Small letters (fits more per line) — both always print crisp.
• Line between items — the button next to the bill font prints a thin line separating each product on the receipt, so a long bill is easy to read at the counter. Tap it again to remove the line. Your choice is saved for every bill you print (you can also set it in Invoice Settings → Receipt design). Full-page A4 invoices are unaffected — their products already sit in a table.
• Design — pick how the receipt looks (Classic, Minimal, Dotted, Double line, Centered, Compact or Ruled) without leaving the simple view. Every design offered here prints exactly as sharp as the others, so you can choose freely on looks alone.
• Reset to default — if anything in Design & paper was changed, a bar appears above the bill listing exactly what is different, with a one-tap reset. It turns amber when a change is actually making the print less sharp (large text, or one of the three designs that cannot use the sharp bill font). Your paper size and roll width are never changed by the reset — only how the bill looks.
• Print A4 prints the full-page invoice on normal paper.
• The Payment line names how the bill was actually paid — Razorpay, Cash on Delivery, UPI and so on. A bill paid through a payment app shows that app's name, since that already tells you it was paid online.
• WhatsApp sends the invoice image straight to the customer.
• Kitchen copy (restaurants) appears when the order fired a kitchen ticket — it reprints that ticket with its original KOT number. It is a separate button on purpose, so reprinting a customer bill never wastes kitchen paper. An order that had items added mid-meal has one ticket per round, and all of them reprint together.

Need more control? Tap Advanced in the same row — the page remembers your choice and always opens that way afterwards:

• Four print layouts: A4 (classic), A4 Compact (long bills on one page), and 80mm / 58mm thermal receipts — with a custom width box for odd roll sizes — plus Set as default so every invoice opens on your paper.
• Download PDF saves a copy; the share-to-printer button is also available directly.
• Text size, bold, currency symbol controls, and for thermal receipts the Crisp print option, which redraws the bill with a pixel-perfect font for the sharpest text.
• You can also switch the design right here while viewing a bill — it applies immediately and is saved as the design for all your invoices. Simple print takes you back to the two-button view any time.

Invoices → New

Per-product GST rates

Different products often sit in different GST slabs — so each product can carry its own rate instead of one store-wide number. On the product form, set the GST rate; leave it blank to use your store default from Invoice Settings. Products with variants can even set a rate per variant. The rate a customer was billed at is frozen into the order, so an invoice never changes retroactively when you edit a product later.

Service charges, exempt items and money paid for the customer

A bill you make by hand (New Invoice on the Invoices page) can carry three kinds of line, because different businesses tax different things:

• Taxable — the normal line: its own GST rate, and you choose per document whether prices already include GST or GST is added on top.
• Exempt / nil-rated — items the law does not tax (a clinic's consultation, loose grains, a school's fees). Shown on the bill with no tax and reported as an exempt supply in your GSTR-1. If every line is exempt, the document prints as a Bill of Supply, as Rule 49 requires; a mix of taxable and exempt lines to a consumer prints as an Invoice-cum-Bill of Supply.
• Paid for customer, at actual — an air ticket, visa fee or courier you paid on the customer's behalf and recover at cost. It sits outside your taxable value (the “pure agent” rule) and never enters your GST returns.

Two helpers sit under the line items: Service charge adds your own fee as a line at 18% — a fixed ₹ or a percentage of the items — and Discount on the whole bill spreads a ₹ or % discount across the lines so GST is worked out on the discounted amounts.

More than one GST number?

Some shops sell under two legal entities — say, a proprietorship and a private limited, each with its own GSTIN. The Businesses & GST Numbers section in Invoice Settings handles this: add the second business, then tag products to it with the Billing entity picker on the product form (there's a bulk action for many products at once).

When one order mixes products from two registrations, each registration issues its own invoice — with its own prefix and its own serial — exactly as GST law expects. The order page shows all of them together. Shops with a single GSTIN never see any of this.

Credit notes — fixing a bill the legal way

GST doesn't allow editing or deleting an issued invoice — the correction document is a credit note, and LentloSites raises them for you at the right moments:

• Returns and RTO — approving a return on an order creates the credit note automatically, with the returned lines and their GST reversed.
• Manual corrections — on the order page, Create Credit Note pre-fills the customer and line items from the original invoice, so you only change what's wrong.
• Cancelled orders and bills — cancelling within the same tax month voids the invoice; it stays visible in your list (filter by Credit Note / Cancelled) because GST records must never have gaps. Cancelling after the month has closed raises a credit note instead, since that month's return may already be filed — the invoice stays on record and the note reverses it. A note is only ever raised for what is still uncredited: if a return or an earlier credit note already reversed part of the bill, the new note covers the rest, and a bill that is already fully reversed gets no second note. If you cancelled a bill after its month had closed before this rule existed, its page shows a yellow notice with one button, Restore and issue credit note — press it only for a month you actually filed with that bill in it. A bill that a credit note has reversed says so on its page (with a link to the note), shows no balance or pay QR any more, and its customer copy stops asking for payment.
• Cancelled bookings — if you keep part of the money as a cancellation charge, that part stays taxed at the booking's rate (the law treats it as consideration) and a credit note reverses only the refunded part.

Your customers get their invoices themselves

No more "please send my bill" messages — customers can always reach their own invoices, which saves you the back-and-forth:

• A Download Invoice button appears right on the order-success page after they buy.
• Your site's /account page grows an Invoices tab (only when invoicing is on) where a signed-in customer sees every bill of theirs.
• The WhatsApp message you send from an order carries their phone-verified invoice link — and for unpaid orders it can lead with a secure payment link (card / UPI / netbanking) that marks the order paid automatically.
• Anyone can scan the QR printed on the bill to verify it's genuine.

GSTR reports — filing time, sorted

When the month ends, your sales data has to reach the GST portal as GSTR-1 (invoice-wise sales, due the 11th) and GSTR-3B (the summary, due the 20th) — the GST Reports page builds both from your invoices, per GSTIN if you have several. Pick Monthly or Quarterly (QRMP filers) at the top; the JSON download is the portal's own format, ready for the offline tool, and credit notes are netted exactly as the forms expect. The GSTR-3B tab also shows “Pay in cash after using credit” — your tax minus the input credit (ITC) you can use, applied in the legal set-off order (IGST credit spends first; CGST and SGST credit never cross into each other), with any reverse-charge amount noted separately since the law says RCM is always paid in cash. Record purchases in GST Advanced Mode and the credit fills in automatically.

Exempt lines appear in GSTR-1 Table 8 and in the 3B summary as “nil rated, exempted”; if your business type charges 5% without input credit, the 3B tab shows that credit reversed rather than claimable. All months are reckoned on Indian time, so a bill made just after midnight on the 1st belongs to the new month. Composition dealers see a CMP-08 card in place of GSTR-1 / 3B — a flat rate on turnover every quarter. Purchases you haven't paid within 180 days have their input credit reversed in that month's 3B and come back once you pay the supplier.

The purchase side — the GST you claim back — lives in Purchases and GSTR-2B reconciliation; Books & Tax ties both sides together, and Reports & exports has the wider download library.

Books & Tax → GST reports

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1. 1Filing figuresThe numbers your accountant needs, per month.