Question 1

Is this invoice generator free, and do I need an account?

Accepted Answer

Yes. You can create and export invoices without an account or payment. The tool runs in your browser. Excel and Word files are editable after download.

Question 2

How do I create a new invoice?

Accepted Answer

Start with Load Sample Data to explore a fictional Indian invoice. Replace the examples with your own details. Fields marked * are required.

Question 3

Which document types can I create?

Accepted Answer

Invoice · Quotation · Proforma Invoice · Credit Note · Bill of Supply · Debit Note

Question 4

Where can I find step-by-step help?

Accepted Answer

This is a built-in guide assistant, not a general AI chatbot. It needs no API key and sends no invoice information to an AI service. Search the entire User Guide, choose a suggested topic, or browse all topics. Results quote the guide and link to the full section. Start walks through the guide; Check Invoice lists validation errors and can take you to the affected fields. The assistant never edits or sends an invoice on its own.

Question 5

How do I add items and calculate totals?

Accepted Answer

Add Row creates an item; the bin removes it. Enter description, HSN/SAC, quantity, unit, rate and GST %. Quantity must be positive; rate cannot be negative. Example: 2 × ₹500 with illustrative 18% GST totals ₹1,180. Post-tax discount must be 0–100% and does not reduce taxable value.

Question 6

Which quantity, price and payment values are accepted?

Accepted Answer

For a populated item, quantity must be greater than zero and no more than 1,000,000, with up to three decimal places. Unit price may be zero up to 1,000,000,000, with up to six decimal places. Amount paid cannot be negative or exceed the invoice total. Payment precision follows the selected currency up to the tool’s two-decimal calculation limit: INR uses two decimal places and JPY uses none. Amounts requiring three or more payment decimal places are not supported. Invalid values show an explanation and block saving or export. Correct the indicated field and try again. An untouched blank row is not a completed item.

Question 7

Can I create both GST and general invoices?

Accepted Answer

Choose India GST for Indian GST fields. Choose General Invoice for other countries. State and tax ID are optional in General Invoice. Currency changes the currency label; it does not convert prices.

Question 8

Does changing the currency convert my prices?

Accepted Answer

Choose India GST for Indian GST fields. Choose General Invoice for other countries. State and tax ID are optional in General Invoice. Currency changes the currency label; it does not convert prices.

Question 9

How can I preview a template before applying it?

Accepted Answer

Choose any of five templates in Design. Use the eye icon for a centered preview, colours, zoom and comparison. Use This Template applies it; closing preserves your design.

Question 10

Can I save a preferred invoice design?

Accepted Answer

Design includes font size, spacing, logo position and page grouping. Save a business design for new invoices. Long notes and totals paginate automatically.

Question 11

Which image formats can I upload for my logo?

Accepted Answer

Logo, Signature and Company Stamp open an image picker. Use PNG, JPEG, WebP or GIF up to 5 MB. Remove deletes that image from this invoice. Images are included in saved drafts, JSON backups, PDF and print.

Question 12

Can I draw a signature instead of uploading a file?

Accepted Answer

Open Settings → Business profile and choose Draw signature. Draw in black or blue, use Undo or Clear as needed, then Use signature and Save settings to keep the transparent preset for new invoices.

Question 13

Can I create a company stamp without an image file?

Accepted Answer

Create a round or rectangular digital stamp in Settings → Business profile. Edit company, city, GSTIN and stamp text; choose ink and preview. Download PNG is transparent. Use Stamp applies it now; Save Settings keeps the preset.

Question 14

How do I add a payment QR code?

Accepted Answer

Open Payment & notes → Payment QR Code and choose Generate UPI QR, then enter your UPI ID and business name (INR only). The QR contains no fixed amount: the customer enters and confirms the amount in their payment app. You can also choose Uploaded payment QR and upload your own QR image (PNG, JPEG, WebP or GIF up to 5 MB).

Question 15

Why are my signature, logo, stamp or QR image missing?

Accepted Answer

In Settings → Business profile, use Use in Invoice to apply saved images to the current invoice, then Save settings to keep presets. Uploading a QR image selects Uploaded payment QR. Signature and QR previews are under Payment & notes; the logo is under Business details.

Question 16

Which download and sharing formats are available?

Accepted Answer

Export provides PDF, Excel, Word, Image and ZIP. Print, Share and Copy Summary follow. Save CSV and Restore CSV handle the current invoice; Backup All Data protects the complete library.

Question 17

Can I download an editable invoice template for Excel?

Accepted Answer

Export an editable Excel invoice template (.xlsx) with line items, formulas and invoice images. Review calculations after editing the workbook.

Question 18

Can I download an editable invoice template for Word?

Accepted Answer

Export an editable Word invoice template (.docx) with your invoice details and images. Review totals after changing amounts in Word.

Question 19

How do I send the invoice through WhatsApp?

Accepted Answer

Choose Share PDF file to share through an available app. If file sharing is unavailable, download the PDF and attach it manually in WhatsApp.

Question 20

How do I transfer sales into Monthly GST Summary Lite or Pro?

Accepted Answer

Export to GST Summary offers current, saved or selected invoices. Check invoice boxes and review totals. JSON uses Import invoice sales in Lite or Pro; CSV uses Import CSV. Correct blocked rows before downloading.

Question 21

How do I save and reopen an invoice?

Accepted Answer

Save Invoice adds this invoice to Saved Invoices. Open it there to edit, print or export. Use Save a Copy for a separate invoice.

Question 22

How do I duplicate an invoice without changing the original?

Accepted Answer

Duplicate in Saved Invoices or Dashboard opens a new draft with a fresh number and today’s date. It clears Amount paid and preserves the due interval. Review and Save Invoice; the original stays unchanged.

Question 23

How do I print a customer statement?

Accepted Answer

Customer statements are under Dashboard Quick actions and Saved Invoices. Choose a customer and currency, then Print. Saved invoices add charges; credit notes reduce balance. Paid amounts are current totals, not a dated payment ledger.

Question 24

Can I save and reuse customer details?

Accepted Answer

Customers · Products & Services → Use in Invoice · Edit · Delete · Print Details

Question 25

Can I save and reuse products or services?

Accepted Answer

Customers · Products & Services → Use in Invoice · Edit · Delete · Print Details

Question 26

What information does the dashboard show?

Accepted Answer

Dashboard opens on every load. Currency totals stay separate. Month-to-date comparisons use invoice dates and matching elapsed periods, independently of dashboard date filters. Paid totals are not dated collections.

Question 27

Can I change the chart period and display size?

Accepted Answer

Both dashboard charts always remain visible. In Settings → Dashboard, choose a chart period of 6, 12 or 24 months and Compact or Standard size. Date filters and the selected currency still apply to invoice totals.

Question 28

How are the month-to-date comparisons calculated?

Accepted Answer

Dashboard opens on every load. Currency totals stay separate. Month-to-date comparisons use invoice dates and matching elapsed periods, independently of dashboard date filters. Paid totals are not dated collections.

Question 29

Can I explore sample charts without changing my records?

Accepted Answer

Use Load Sample in Dashboard Quick actions, or the empty dashboard button, to preview fictional invoices and charts. Demo records are not saved or exported. Exit Demo restores your dashboard filters and real records. Complete backups support both original and design-aware saved states.

Question 30

What is included in a complete backup?

Accepted Answer

Backup All Data downloads your saved invoices and settings. Keep the file somewhere safe. Restore Backup loads it again. Saving an invoice is not the same as downloading a backup.

Question 31

What is the difference between Merge and Replace All?

Accepted Answer

Merge adds new records and keeps existing duplicates, your current invoice and settings.

Replace All replaces saved invoices, customers, products, the current invoice and settings. Back up your existing data first.

Keep this window open. Your data changes only after you choose Merge or Replace.

Question 32

Can I choose my own backup reminder interval?

Accepted Answer

Backup & Restore stays expanded with one backup and restore pair. Enter reminder days; the default is 3 and 0 means Off. Reminders run while the tool is open. Dashboard shows backup health.

Question 33

What do the storage meter colours mean?

Accepted Answer

The dashboard storage card shows estimated usage, last backup and backup health. Its gear opens storage settings. Green is below 75%, amber starts at 75%, red at 90%. Unknown limits have no percentage.

Question 34

How do I permanently delete this tool’s data?

Accepted Answer

Delete all invoices, Recycle Bin, customers, products, the current draft and settings for this invoice tool? Other website tools are not affected.

Type DELETE to permanently delete this tool’s data. Download a backup first if you need to keep it.

Question 35

Where are my invoices and business details stored?

Accepted Answer

Invoice records, business presets and drafts are stored in this browser. This is not cloud sync. Clearing browser data or using a different browser can make records unavailable. Download complete backups regularly.

Question 36

Can I move my invoices to another browser or device?

Accepted Answer

Download Backup All Data on the original browser, transfer the JSON file yourself, then use Restore Backup on the other browser. Review Merge or Replace before confirming. Records do not sync automatically.

Question 37

How do I change the language?

Accepted Answer

Use the language selector in the page header. The tool supports 13 languages, including right-to-left Urdu. User-entered names and amounts are not translated.

Question 38

Why is Restore Backup failing?

Accepted Answer

Use the latest tool file and a complete JSON backup from Backup All Data. Keep the original backup. Validation happens before saved records change. If the error remains, contact support with the exact error message.

Question 39

Which GST rates are available?

Accepted Answer

Choose 0%, 0.25%, 3%, 5%, 12%, 18%, 28% or 40%. The 0.25% and 3% rates apply to specified goods; 40% applies to specified luxury and sin goods. Verify the legal rate for your HSN/SAC before filing.

Question 40

Can I create a Bill of Supply or Debit Note?

Accepted Answer

Yes. Bill of Supply and Debit Note are available in Document type. Credit Note requires the original invoice number and date. Reverse charge, ship-to address and round-off are optional invoice fields.

Question 41

How do I use the Paste rows button in Line items?

Accepted Answer

In Line items, click Paste rows beside Add Row for bulk line items. Copy the six columns Description, HSN/SAC, Qty, Unit, Rate and GST % from Excel or Google Sheets with Ctrl+C, click the paste box, press Ctrl+V and choose Import rows. Tabs, commas and semicolons are accepted; a header row is optional. Imported rows are added to the current invoice; totals and blank lines are ignored.

Question 42

How do I record part payments?

Accepted Answer

Open Payment & notes → Payment ledger and add each payment with its date, amount, method and reference. Amount paid becomes the ledger total and Balance due updates automatically. Ledger rows appear in PDF, Word and Excel.

Question 43

When does the tool validate GSTIN and HSN?

Accepted Answer

Only when you enter a value. GSTIN is checked for structure, state code and checksum. HSN/SAC must be 4, 6 or 8 digits. Empty GSTIN or HSN fields are accepted.

Question 44

Does invoice numbering reset each financial year?

Accepted Answer

Yes, when Reset numbering every financial year is enabled in Settings → Numbering rules. It restarts each document sequence on 1 April and reports gaps beside the document number.

Question 45

Can I save templates or create recurring invoices?

Accepted Answer

Yes. Save the current wording and line items as a template from Saved Invoices. Set Repeat to monthly, quarterly or yearly and use Create due recurring invoices to generate the next document and advance the next date.

Question 46

Are complete backups encrypted?

Accepted Answer

Encryption is optional. Enable Ask for a passphrase when backing up and enter at least 8 characters. Backups use PBKDF2-SHA256 with 250,000 iterations and AES-GCM. The passphrase is never stored and cannot be recovered.

Question 47

Is the invoice document available in all 13 languages?

Accepted Answer

Yes. Invoice headings, totals, notes, payment details and the payment QR label follow the selected interface language in all 13 languages. Item descriptions and saved data stay exactly as entered.

Question 48

Why does the dashboard currency selector not change the invoice currency?

Accepted Answer

The dashboard selector only filters saved invoices by their stored currency. To change the currency used for new invoices, open Settings → Company default currency. Currency labels do not convert prices.

Question 49

How do I choose between India GST and General Invoice?

Accepted Answer

Use the two cards above the editor. Choose India GST for GSTIN, HSN/SAC and CGST/SGST or IGST. Choose General Invoice for other countries: select any currency, enter a local tax label and rate, and use Tax ID and Region. Changing mode can clear item GST; review the confirmation and totals.

Question 50

Where do I start my first invoice?

Accepted Answer

When no invoices are saved, the dashboard shows Create GST Invoice and Create General Invoice. Both open the editor in the selected mode. New Invoice and Load Sample are also available from Quick actions.

Question 51

What happens when browser storage reaches 90%?

Accepted Answer

A green Storage almost full popup shows the estimated usage and offers Backup All Data. Back up, then delete unneeded invoices or empty the Recycle Bin. Close it with × or Not now. The warning appears once per page while usage stays at 90% or above.

Question 52

Does Save a Copy keep payments and recurrence?

Accepted Answer

No. Save a Copy starts the copy as Unpaid: payment ledger entries, the paid amount and recurrence are cleared, and the form is updated to match the saved copy. Reverse charge, ship-to and round-off settings are kept.

Question 53

Why does New Invoice ask to save after I cleared everything?

Accepted Answer

It should not in the latest version. A cleared or newly created empty invoice is treated as clean, so New Invoice opens without an Unsaved changes prompt. If you still see the prompt, reload the latest file and clear the browser cache.

Global Invoice - Quotation - Proforma Generator

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GST invoices for India. Invoices for any country.

Invoice guide & answers

Create your document in four steps

Quick Actions & Shortcuts

GST invoices for India. Invoices for any country.

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Invoice guide & answers

Create your document in four steps

Quick Actions & Shortcuts