Introduction

Generate GST-compliant invoices for each order. Send them to customers on WhatsApp without leaving Picky Assist.

Invoicing is currently available in India only.

Support for other countries is planned.

Overview

Each catalog supports two document layouts:

1. Tax Invoice — shows HSN codes, GST rates, and taxable values per item.

2. Tax Receipt — provides a simpler receipt layout.

Invoice settings belong to each catalog. This lets each catalog use its own business name, GSTIN, numbering, and layout.

What you can configure

From a catalog's Invoice tab, you can:

1. Enable or disable invoicing.

2. Set the invoice prefix and starting number.

3. Set the seller business profile.

4. Choose the default Tax Invoice or Tax Receipt layout.

5. Add a signature and printed notes.

6. Set the status that approves and sends invoices.

Invoice lifecycle

Picky Assist creates an invoice in Draft when a customer places an order. The Draft stays synchronized with order changes.

Changes to items, quantities, addresses, and other order details update the Draft invoice.

The invoice becomes Approved when the order reaches your selected approval status. If automatic sending is enabled, Picky Assist sends it through WhatsApp then.

Each invoice is approved and sent only once. Enable Also approve and send if the order skips this status for orders that advance past the selected status.

Send or download an invoice manually

You can send or download an invoice at any order stage.

1. Open the order in Order 360.

2. Select Download Invoice in the action bar.

   
3. Use its arrow to choose Send Invoice or Download Invoice.

   

Send Invoice sends the current invoice through WhatsApp, using the Catalog Settings template. Download Invoice saves the PDF without sending it.

These actions work at every order stage, including Draft. Use them to send an invoice early or resend one a customer has lost.

Print an invoice

Open the Print menu beside Download Invoice.

• Print invoice receipt prints the GST invoice or receipt.

• Print Package Invoice and Print Shipping Label support order packaging.

• Print Both prints the package invoice and shipping label together.

  

The order action bar does not show Draft or Approved status. Check Invoice CRM before relying on the order stage.

Access invoice settings

1. Go to Ecommerce.

2. Open Catalogs.

3. Select the catalog to configure.

4. Click Edit.

5. Open the Invoice tab.

Only one catalog can be active and linked to WhatsApp. Configure the catalog currently taking orders.

Next step

Use Setup to configure numbering, business details, approval timing, and the default layout.

For common invoicing questions, see the FAQs.