To begin creating an invoice, you must first incorporate essential components such as Sales Tax, Items, and Stakeholders. This foundational step ensures that your invoice is complete and complies with all necessary regulations.

Click on the side menu and select "Invoices." This will take you to a detailed list of all previously created invoices, where you can perform various actions such as creating, updating, paying, or downloading invoices.

On the invoices list page, locate the "Add Invoice" button situated in the top right corner. Clicking this button will lead you to a dedicated form designed for invoice creation.

Here, you’ll first need to choose the customer's name from a dropdown list. Upon selection, the relevant customer details will automatically populate onto the invoice, streamlining the information entry process.

Next, enter the unique invoice number that will identify this particular transaction. After that, select the currency in which the invoice will be issued, and input the invoice creation date along with the due date for payment.

Once these initial details are entered, proceed to add the items that will appear on the invoice. Carefully check the unit prices and per-unit rates for accuracy, adjusting them as necessary. Any changes you make will automatically update the item amount for the invoice. If any of the items you’ve added are subject to sales tax, the system will calculate the tax amount automatically based on the rates set earlier.

After populating all the fields and ensuring everything is accurate, you will see a summary that includes the total amount due, the calculated tax, any applicable TDS (Tax Deducted at Source) if it applies, and the final payable amount.

Additionally, if you wish to provide more context or documentation for the invoice, there is an option to add attachments, enhancing the clarity and professionalism of your invoice.