Building an invoice on the dashboard

The chat form is deliberately short. The dashboard has the rest, and this is what the rest is for.

Line items

Each line takes a description, a quantity and a rate. The line total is rate multiplied by quantity, so a rate of 4,000 at 2.5 hours bills 10,000.

Quantity takes decimals. Half an hour is 0.5, not something you round.

Every line also has an optional details field under it. Use it when the description is the summary and your client needs the breakdown. It prints under the line on the PDF rather than beside it, so a long one does not wreck the table.

Discount

Off by default. Turn it on and pick a flat amount or a percentage. It comes off the subtotal, before tax.

TDS, declared

Different from recording a TDS payment, and easy to confuse.

This field says what the invoice expects your client to deduct, so their accounts team has the right number in front of them. It does not deduct anything and it does not change what they owe.

It is computed on the taxable value: subtotal minus discount, excluding GST. Working it on the total instead would overstate it by the GST rate, which is exactly the mistake this field exists to prevent.

Leaving it blank is normal. Most freelancers billing individuals and small businesses never see TDS at all, and an invoice that says nothing about it is the default.

Due date

Comes from your default payment terms, and you can override it per invoice with a date picker.

Change the default in Settings once rather than editing it every time.

Terms and conditions

A free text block at the bottom of the invoice. Late fee terms, payment instructions, scope notes, whatever your work needs.

There is a default you can set in Settings, so something like "Late fee 1.5% per month" lands on every invoice without retyping.

Drafts remember everything

Leave halfway through and it saves as a draft, per-line details and all. drafts in WhatsApp brings the list back, and it tells you what each one is still missing before it can be sent.