> For the complete documentation index, see [llms.txt](https://help.pickyassist.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.pickyassist.com/whatsapp-commerce/invoice/introduction.md).

# Introduction

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

{% hint style="info" %}
Invoicing is currently available in India only.
{% endhint %}

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.<br>

   <img src="https://2006641734-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpJoGenGxBt4nUMwDYga6%2Fuploads%2FZLOEdYSpw3l2DR1VZ4Zb%2Funknown.png?alt=media&amp;token=efd3c2f4-c89d-4c79-9268-e9acf90c97a0" alt="" height="317" width="624">
3. Use its arrow to choose **Send Invoice** or **Download Invoice**.<br>

   <img src="https://2006641734-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpJoGenGxBt4nUMwDYga6%2Fuploads%2FcmnVGQTG8ZpHucjRE4zf%2Funknown.png?alt=media&amp;token=d0e55b5a-e6e8-46af-b415-42c9a76034d1" alt="" height="312" width="624">

**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.<br>

  <img src="https://2006641734-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpJoGenGxBt4nUMwDYga6%2Fuploads%2FhOSstJ33GFa0g2v7NGox%2Funknown.png?alt=media&amp;token=052b9ad7-cfc9-47e2-b7f9-230d5f2f1605" alt="" height="323" width="624">

{% hint style="warning" %}
The order action bar does not show Draft or Approved status. Check **Invoice CRM** before relying on the order stage.
{% endhint %}

### 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](/whatsapp-commerce/invoice/setup.md) to configure numbering, business details, approval timing, and the default layout.

For common invoicing questions, see the [FAQs](/whatsapp-commerce/invoice/faqs.md).


---

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