How to create non-GST invoice

#crm #customers #leads #sales #invoice #billing #gst

Quick answer

You can create an invoice from the customer or billing section, add items, save it, and share it by WhatsApp, email, or payment link.

When to use this

Use this after a sale is confirmed and you need to send a bill to your customer.

Steps

1. Open Customers or Invoices in BigHelpers CRM.
2. Select the customer or add a new customer.
3. Choose Create Invoice.
4. Add item name, quantity, price, tax if applicable, and due date.
5. Save the invoice.
6. Send it by WhatsApp, email, or download the PDF.

Screenshots

Add a mobile screenshot of the page, invoice, customer record, error, or website screen when raising a ticket.

Common problems

- Invoice PDF not downloading
- GST number missing
- Wrong invoice number

- How to send invoice on WhatsApp
- How to record payment received
- How to request GST invoice

Still need help?

Use the Raise a Ticket button and choose a simple reason like "My login is not working", "My invoice is wrong", "My WhatsApp message is not going", "I need help setting up my CRM", "I want to change my plan", or "My website is down".