Invoicing & Payments

Sally supports four invoice types — each with its own numbering sequence and accounting treatment:

Navigate to Invoices → + New Invoice or press Ctrl+K and type “new invoice”.

Header Section

• Type selector — Sales, Purchase, Credit Note, or Debit Note. Also supports Quotation, Sales Order, Purchase Order, Proforma, and Delivery Challan from the same form.
• Party — Autocomplete search for customers/vendors. Selecting a party auto-fills: GSTIN, place of supply, addresses, and any linked price list rates.
• Date — Invoice date (defaults to today). For Purchase invoices, also enter the supplier's invoice number.
• Invoice Number — Auto-generated from your numbering format (e.g., INV/2025-26/0042). For sales, you can override by clicking the edit icon. For purchases, you enter the vendor's bill number.
• Place of Supply — Auto-derived from party GSTIN/state. Determines whether IGST (inter-state) or CGST+SGST (intra-state) applies.
• Buyer Order Number — Optional PO reference from the customer.

Line Items

• Stock Item Autocomplete — Search by name or SKU. Selecting auto-fills: description, HSN code, rate (from price list if linked), unit, and GST rate.
• Quantity & Rate — Enter quantity and rate. Discount can be a percentage or fixed amount.
• GST Rate — Pre-filled from stock item master (0%, 5%, 12%, 18%, 28%). Override per line if needed.
• Taxable Value — Auto-calculated: (Qty × Rate) − Discount.
• Add/Remove rows — Click “+ Add Item” or press Enter on the last row to add another. Click the trash icon to remove.

Additional Charges

• Add freight, packaging, insurance, or any custom charge
• Each charge has its own GST rate and optional ledger mapping
• Presets available: Freight (18%), Packaging (18%), Insurance (18%)

Totals

• Subtotal — Sum of all line item taxable values
• GST — CGST + SGST (intra-state) or IGST (inter-state)
• Additional charges — Charge amount + charge GST
• Round Off — Automatic rounding to nearest rupee (toggle on/off)
• Grand Total — Final invoice amount

Running Total

A sticky floating card in the top-right corner shows the running grand total as you add items — no need to scroll down to see the total while entering line items.

More Options (expandable)

• Due Date — Defaults to invoice date + 30 days
• Bank Account — Select which bank account to print on the invoice footer (for payment collection)
• Reverse Charge — Toggle for RCM purchases (Section 9(3)/9(4))
• Terms & Conditions — Free text T&C section
• Declaration — Statutory declaration text
• Signatory — Name, designation, and place for the authorised signatory block
• Transport — Transporter name, vehicle number, mode (Road/Rail/Air/Ship), distance, dispatch doc details
• E-Way Bill — Toggle to auto-generate e-Way Bill on save (for goods > ₹50,000)
• Ship-to Address — Pick from party address book or enter a custom ship-to address

Narration

Internal-only note (not printed on the invoice). Useful for “Against PO #4521” or “Delivery batch 2 of 3” type context.

GST is calculated automatically based on:

• Place of Supply vs. Company State — If different → IGST. If same → CGST + SGST (split 50/50).
• Per-item GST rate — From the stock item master (can override per line).
• Taxability — Items marked as Exempt, Nil-Rated, or Non-GST skip tax calculation.
• Cess — Additional cess rate (for items like luxury cars, tobacco) applied on top of GST.

From an invoice detail page, click “Record Payment”:

• Amount — Can be partial (records partial payment) or full
• Method — Cash, Bank Transfer, Cheque, UPI, etc.
• Reference — Transaction reference (UTR, cheque number)
• Date — Payment date (can differ from invoice date)

Payment status automatically updates:

• UNPAID — No payments recorded
• PARTIAL — Some payment received, outstanding remains
• PAID — Full amount received
• OVERDUE — Past due date with outstanding balance

Each payment automatically creates a RECEIPT voucher (debit bank/cash, credit party), keeping your books balanced.

Sally offers two PDF export styles:

Configurable options (Settings → Display & Print):

• Paper size (A4, Letter, Legal) and orientation
• Show/hide: borders, striped rows, S.No. column, HSN column, unit column, discount column
• Show/hide: tax breakup (CGST/SGST separate vs single Tax column), amount in words, HSN summary
• Show/hide: bank details, UPI QR code, terms, declaration, signatory
• Font size (small/medium/large) and table density (compact/normal/relaxed)
• Copy labels: “Original for Recipient”, “Duplicate for Transporter”, etc.

• Public Link — Generate a shareable URL that customers can view without logging in. The link shows a read-only invoice page with payment status.
• Email — Send the invoice directly via email with PDF attachment.
• WhatsApp — Share link via WhatsApp.
• View tracking — See how many times the shared invoice has been viewed.

Set up automatic or manual payment reminders:

• Manual — Send a one-off reminder from the invoice detail page
• Auto — Configure rules: send reminder X days before/after due date
• Reminders include: invoice number, amount due, due date, payment link

The main invoices list (/invoices) provides:

• Summary tiles — Total invoices, total billed, outstanding, overdue amounts
• Type filter chips — All, Sales, Purchase, Credit Note, Debit Note
• Status filter chips — All, Unpaid, Partial, Paid, Overdue
• Date range picker — Presets (this month, last quarter, FY) + custom range
• Text search — Search by invoice number or party name (debounced 250ms)
• Sortable columns — Click column headers to sort (asc/desc/none cycle)
• Pagination — Server-side with configurable page size (25/50/100)
• Row actions — Edit, delete (soft-delete to trash), quick view
• Responsive — Hides secondary columns (date, due, outstanding) on mobile

Create reusable invoice templates with pre-configured:

• Layout preset (Classic or Modern)
• Company logo and accent colours
• Default terms & conditions text
• Default declaration text
• Signature image
• QR code settings

One template can be marked as default — it's auto-applied to all new exports.

The invoice creation form supports Tally-inspired keyboard navigation:

• Enter — Advance to next field
• Shift+Tab — Go back to previous field
• Escape — Jump to Save button
• Ctrl+A — Submit/save the invoice
• Alt+C — Quick-create a new master (stock item or party) without leaving the form