Help · Sales

How to raise a tax invoice

Raise a GST tax invoice for a customer — items, tax, discounts, TDS / TCS and a payment link — and send it.

Who can do this: Admins and Accountants. Viewers can open it but not change anything.

Steps

Step by step

Sales → Invoices → New invoice (or the + button → Invoice).
Choose the customer. Their GSTIN, place of supply and payment terms fill in; change the due date if needed.
Pick the number series, then add items: quantity, rate, discount and the GST rate (taken from the item).
If the customer deducts TDS or you collect TCS, tick it and choose the section — the amounts are worked out for you.
Add an adjustment or round-off if you need one, plus notes, terms and attachments.
Save as draft, or Save and send: the customer gets the invoice by email with your payment link (when an outgoing email account is connected).

With no outgoing email account connected, Bebaak says "Not sent" and logs it on the invoice — it is not marked as sent.
Need an e-invoice or e-way bill? Open the saved invoice → E-invoice / E-way bill.

WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.