DocsInvoices & GST

Invoices & GST

GST-compliant invoices generated automatically and delivered inside WhatsApp. No separate accounting tool required.

AgentShift generates Indian GST invoices end-to-end — correct GSTIN handling, CGST/SGST/IGST split based on customer state, HSN codes, and a UPI payment link attached to the invoice PDF. Customers receive a professional invoice in WhatsApp; you get a complete sales record in your dashboard.

One-time setup

  1. Go to Settings → Business Profile
  2. Enter your GSTIN, registered business name, and registered address
  3. Set your default HSN code and GST rate (usually 18% for services, varies for products)
  4. Upload your business logo for the invoice header (optional but recommended)

How invoices get created

An invoice is generated automatically whenever:

  • An order is paid through the catalog flow
  • An appointment is paid for in advance
  • A quote is accepted by the customer
  • You manually click Generate Invoice on any conversation

What the invoice includes

  • Invoice number (auto-incremented per branch, financial-year aware)
  • Invoice date and due date
  • Your business details + GSTIN
  • Customer name, phone, optional GSTIN
  • Line items with HSN, quantity, rate, GST split
  • CGST + SGST (intra-state) or IGST (inter-state) computed automatically
  • Total in figures and words
  • UPI / Razorpay payment link if unpaid
  • Your signature/stamp image (optional)

State-aware tax split

AgentShift detects whether the customer's state matches your registered state and applies the correct GST split — CGST + SGST for intra-state, IGST for inter-state. You don't configure this; it follows the GST law automatically.

Sending the invoice

Invoices are delivered as a PDF attachment in WhatsApp. The customer can download, forward, or pay via the embedded link. A copy is always available in Dashboard → Invoices.

Payment reconciliation

When the customer pays via the attached link, the invoice is marked Paid automatically and a payment receipt is sent. No manual reconciliation needed.

Export for accounting

Export invoices as CSV or PDF batches from the Invoices dashboard. CSV is formatted for direct import into Tally, Zoho Books, and Excel.

Compliance notes

  • Invoice numbers are sequential, never reset mid-year, and follow the format your accountant expects
  • All invoices are stored permanently — required for GST audit trail
  • You can issue credit notes against any invoice for returns or cancellations
  • HSN code can be set per product (overrides the default) for mixed-rate inventories