How to customize an invoice

Use Customize Invoice to choose which optional fields appear while you prepare an invoice.

1. Open the invoice creation flow and select Customize Invoice in the top-right corner.

2. In Line items, enable Description if you need more detail about the work or goods.

3. Enable HSN/SAC Code when you need the relevant classification on the invoice.

4. Open Tax & discounts and enable Discount, Tax, or Transaction fees as needed.

5. Return to the form, complete the fields that become available, and check the invoice preview.

6. Review the final subtotal, adjustments, and total before completing the invoice.

Use a meaningful item description instead of a vague label such as “services.” Confirm applicable tax treatment with your accountant; turning on a field does not determine whether a tax applies.

For Transaction fees, review the resulting amount and fee treatment before sending. Do not assume the toggle means the customer bears every possible payment or conversion charge.