{"id":32,"date":"2026-05-10T00:30:15","date_gmt":"2026-05-09T19:00:15","guid":{"rendered":"https:\/\/invoicingsystem.in\/go\/?page_id=32"},"modified":"2026-06-01T18:05:17","modified_gmt":"2026-06-01T12:35:17","slug":"help","status":"publish","type":"page","link":"https:\/\/invoicingsystem.in\/go\/help\/","title":{"rendered":"Help Centre"},"content":{"rendered":"<p><!-- ============================================================\n     PAGE CONTENT \u2014 Paste into WordPress as Custom HTML block\n     ============================================================ --><\/p>\n<style>\n.is-help-wrap {\n    max-width: 740px;\n    margin: 0 auto;\n    font-family: inherit;\n    color: #1e293b;\n    line-height: 1.7;\n}\n.is-toc {\n    background: #f0f6ff;\n    border-left: 4px solid #2563eb;\n    border-radius: 6px;\n    padding: 20px 28px;\n    margin: 32px 0 48px;\n}\n.is-toc h2 {\n    font-size: 14px;\n    font-weight: 700;\n    text-transform: uppercase;\n    letter-spacing: 0.08em;\n    color: #2563eb;\n    margin: 0 0 12px;\n}\n.is-toc ol {\n    margin: 0;\n    padding-left: 20px;\n}\n.is-toc li {\n    margin: 6px 0;\n}\n.is-toc a {\n    color: #1e293b;\n    text-decoration: none;\n    font-size: 15px;\n}\n.is-toc a:hover {\n    color: #2563eb;\n}\n.is-help-section {\n    margin-bottom: 56px;\n    scroll-margin-top: 80px;\n}\n.is-help-section h2 {\n    font-size: 22px;\n    font-weight: 700;\n    color: #0f172a;\n    border-bottom: 2px solid #e2e8f0;\n    padding-bottom: 10px;\n    margin-bottom: 20px;\n}\n.is-help-section h3 {\n    font-size: 17px;\n    font-weight: 600;\n    color: #1e293b;\n    margin: 28px 0 8px;\n}\n.is-step-list {\n    counter-reset: step-counter;\n    list-style: none;\n    padding: 0;\n    margin: 0;\n}\n.is-step-list li {\n    counter-increment: step-counter;\n    display: flex;\n    gap: 16px;\n    margin-bottom: 20px;\n    align-items: flex-start;\n}\n.is-step-list li::before {\n    content: counter(step-counter);\n    background: #2563eb;\n    color: #fff;\n    font-weight: 700;\n    font-size: 13px;\n    min-width: 28px;\n    height: 28px;\n    border-radius: 50%;\n    display: flex;\n    align-items: center;\n    justify-content: center;\n    margin-top: 2px;\n    flex-shrink: 0;\n}\n.is-faq-item {\n    border-bottom: 1px solid #e2e8f0;\n    padding: 18px 0;\n}\n.is-faq-item:last-child {\n    border-bottom: none;\n}\n.is-faq-item h3 {\n    font-size: 16px;\n    font-weight: 600;\n    color: #1e293b;\n    margin: 0 0 8px;\n}\n.is-faq-item p {\n    margin: 0;\n    color: #475569;\n    font-size: 15px;\n}\n.is-tip {\n    background: #f0fdf4;\n    border-left: 4px solid #22c55e;\n    border-radius: 4px;\n    padding: 12px 16px;\n    font-size: 14px;\n    color: #166534;\n    margin: 16px 0;\n}\n.is-support-cta {\n    background: #0f172a;\n    border-radius: 12px;\n    padding: 36px 32px;\n    text-align: center;\n    color: #fff;\n    margin-top: 48px;\n}\n.is-support-cta h2 {\n    color: #fff;\n    border: none;\n    font-size: 22px;\n    margin: 0 0 10px;\n}\n.is-support-cta p {\n    color: #94a3b8;\n    margin: 0 0 20px;\n    font-size: 15px;\n}\n.is-support-cta a {\n    background: #2563eb;\n    color: #fff;\n    padding: 12px 28px;\n    border-radius: 6px;\n    text-decoration: none;\n    font-weight: 600;\n    font-size: 15px;\n    display: inline-block;\n}\n.is-support-cta a:hover {\n    background: #1d4ed8;\n}\n<\/style>\n<div class=\"is-help-wrap\">\n<p style=\"font-size:16px; color:#475569; margin-bottom: 8px;\">Everything you need to get up and running \u2014 and answers to the most common questions.<\/p>\n<p>    <!-- TABLE OF CONTENTS --><\/p>\n<div class=\"is-toc\">\n<h2>On this page<\/h2>\n<ol>\n<li><a href=\"#getting-started\">Getting Started<\/a><\/li>\n<li><a href=\"#company-setup\">Setting Up Your Company<\/a><\/li>\n<li><a href=\"#clients\">Adding Clients<\/a><\/li>\n<li><a href=\"#products\">Adding Products &amp; Services<\/a><\/li>\n<li><a href=\"#invoices\">Creating an Invoice<\/a><\/li>\n<li><a href=\"#gst\">GST &amp; Taxes<\/a><\/li>\n<li><a href=\"#sharing\">Sharing &amp; Downloading<\/a><\/li>\n<li><a href=\"#payments\">Recording Payments<\/a><\/li>\n<li><a href=\"#receipts\">Payment Receipts<\/a><\/li>\n<li><a href=\"#foreign-currency\">Foreign Currency Invoicing<\/a><\/li>\n<li><a href=\"#trash\">Trash &amp; Restore<\/a><\/li>\n<li><a href=\"#analytics\">Analytics &amp; Reports<\/a><\/li>\n<li><a href=\"#faq\">Frequently Asked Questions<\/a><\/li>\n<li><a href=\"#support\">Contact Support<\/a><\/li>\n<\/ol><\/div>\n<p>    <!-- 1. GETTING STARTED --><\/p>\n<div class=\"is-help-section\" id=\"getting-started\">\n<h2>1. Getting Started<\/h2>\n<p>Invoicing System is currently in early access. Getting in takes less than a minute.<\/p>\n<ol class=\"is-step-list\">\n<li>\n<div>\n                    <strong>Apply for access<\/strong><br \/>\n                    Click <a href=\"https:\/\/invoicingsystem.in\/go\/get-started\/\" style=\"color:#2563eb;\">Get started free<\/a> and fill in your name, email, and business name. No credit card required.\n                <\/div>\n<\/li>\n<li>\n<div>\n                    <strong>Receive your credentials<\/strong><br \/>\n                    Your login details will be sent to your email address within a few minutes. Check your spam folder if you do not see it.\n                <\/div>\n<\/li>\n<li>\n<div>\n                    <strong>Log in<\/strong><br \/>\n                    Visit <a href=\"https:\/\/invoicingsystem.in\/login.php\" style=\"color:#2563eb;\">invoicingsystem.in\/login.php<\/a> and sign in with your credentials.\n                <\/div>\n<\/li>\n<\/ol>\n<div class=\"is-tip\">&#10003; Completely free. No credit card needed.<\/div>\n<figure style=\"margin: 16px 0 24px;\">\n            <img decoding=\"async\" src=\"https:\/\/invoicingsystem.in\/go\/wp-content\/uploads\/2026\/05\/login-screen.png\"\n                 alt=\"Login Screen\"\n                 style=\"width:100%; border-radius:8px; border:1px solid #e2e8f0; box-shadow:0 2px 12px rgba(0,0,0,0.08);\"\n                 loading=\"lazy\" width=\"1200\" height=\"675\"><br \/>\n        <\/figure>\n<\/p><\/div>\n<p>    <!-- 2. COMPANY SETUP --><\/p>\n<div class=\"is-help-section\" id=\"company-setup\">\n<h2>2. Setting Up Your Company<\/h2>\n<p>Your company details appear on every invoice you generate \u2014 get this right before you create your first invoice.<\/p>\n<ol class=\"is-step-list\">\n<li>\n<div>Go to <strong>Company Profile<\/strong> from the sidebar.<\/div>\n<\/li>\n<li>\n<div>Enter your <strong>business name<\/strong>, <strong>address<\/strong>, <strong>city<\/strong>, and <strong>state\/UT<\/strong>.<\/div>\n<\/li>\n<li>\n<div>Enter your <strong>GSTIN<\/strong> and <strong>PAN<\/strong>. These will appear as highlighted badges on your invoices. Both are optional if you are not GST-registered.<\/div>\n<\/li>\n<li>\n<div>Upload your <strong>company logo<\/strong>. It will appear at the top of every invoice and PDF.<\/div>\n<\/li>\n<li>\n<div>Click <strong>Save<\/strong>.<\/div>\n<\/li>\n<\/ol>\n<figure style=\"margin: 16px 0 24px;\">\n            <img decoding=\"async\" src=\"https:\/\/invoicingsystem.in\/go\/wp-content\/uploads\/2026\/05\/company-profile.jpg\"\n                 alt=\"Company Profile\"\n                 style=\"width:100%; border-radius:8px; border:1px solid #e2e8f0; box-shadow:0 2px 12px rgba(0,0,0,0.08);\"\n                 loading=\"lazy\" width=\"1200\" height=\"675\"><br \/>\n        <\/figure>\n<div class=\"is-tip\">&#10003; Your registered state is used to automatically determine CGST+SGST vs IGST on invoices.<\/div>\n<\/p><\/div>\n<p>    <!-- 3. CLIENTS --><\/p>\n<div class=\"is-help-section\" id=\"clients\">\n<h2>3. Adding Clients<\/h2>\n<p>Add your clients once and reuse them across all invoices.<\/p>\n<ol class=\"is-step-list\">\n<li>\n<div>Go to <strong>Clients<\/strong> from the sidebar and click <strong>Add Client<\/strong>.<\/div>\n<\/li>\n<li>\n<div>Enter the <strong>company name<\/strong>, <strong>contact person<\/strong>, <strong>email<\/strong>, and <strong>phone number<\/strong>.<\/div>\n<\/li>\n<li>\n<div>Enter the client&#8217;s <strong>billing address<\/strong> and <strong>state\/UT<\/strong>. This determines whether CGST+SGST or IGST applies automatically.<\/div>\n<\/li>\n<li>\n<div>For international clients, select their <strong>country<\/strong>. The system will set the tax type to No Tax automatically.<\/div>\n<\/li>\n<li>\n<div>Click <strong>Save Client<\/strong>.<\/div>\n<\/li>\n<\/ol>\n<figure style=\"margin: 16px 0 24px;\">\n            <img decoding=\"async\" src=\"https:\/\/invoicingsystem.in\/go\/wp-content\/uploads\/2026\/05\/client-screen.jpg\"\n                 alt=\"Client Screen\"\n                 style=\"width:100%; border-radius:8px; border:1px solid #e2e8f0; box-shadow:0 2px 12px rgba(0,0,0,0.08);\"\n                 loading=\"lazy\" width=\"1200\" height=\"675\"><br \/>\n        <\/figure>\n<\/p><\/div>\n<p>    <!-- 4. PRODUCTS --><\/p>\n<div class=\"is-help-section\" id=\"products\">\n<h2>4. Adding Products &amp; Services<\/h2>\n<p>Build a catalogue of your most-used products and services so you can add them to invoices in one click. You can also add items directly on any invoice without pre-creating them.<\/p>\n<ol class=\"is-step-list\">\n<li>\n<div>Go to <strong>Products &amp; Services<\/strong> from the sidebar and click <strong>Add Product<\/strong>.<\/div>\n<\/li>\n<li>\n<div>Enter a <strong>name<\/strong> (e.g. &#8220;Web Design Services&#8221;), a <strong>unit<\/strong> (e.g. hrs, pcs, months, kg \u2014 any text works), and a <strong>default price<\/strong>.<\/div>\n<\/li>\n<li>\n<div>Select the applicable <strong>GST rate<\/strong> \u2014 18%, 12%, 5%, or 0%. This rate will carry through automatically when you add this product to an invoice.<\/div>\n<\/li>\n<li>\n<div>Click <strong>Save<\/strong>.<\/div>\n<\/li>\n<\/ol>\n<div class=\"is-tip\">&#10003; You can also add a one-off item directly on any invoice using the <strong>&#8220;+ Add custom item&#8221;<\/strong> button \u2014 no need to pre-create everything.<\/div>\n<figure style=\"margin: 16px 0 24px;\">\n            <img decoding=\"async\" src=\"https:\/\/invoicingsystem.in\/go\/wp-content\/uploads\/2026\/05\/add-product.jpg\"\n                 alt=\"Add Product Screen\"\n                 style=\"width:100%; border-radius:8px; border:1px solid #e2e8f0; box-shadow:0 2px 12px rgba(0,0,0,0.08);\"\n                 loading=\"lazy\" width=\"1200\" height=\"675\"><br \/>\n        <\/figure>\n<h3>GST rates on products<\/h3>\n<p>The four available rates match the standard GST slabs in India:<\/p>\n<ul>\n<li><strong>18%<\/strong> \u2014 Most services (IT, marketing, consulting, etc.)<\/li>\n<li><strong>12%<\/strong> \u2014 Some goods and services<\/li>\n<li><strong>5%<\/strong> \u2014 Essential goods and certain services<\/li>\n<li><strong>0%<\/strong> \u2014 Exempt goods\/services or composition scheme<\/li>\n<\/ul>\n<p>If you are unsure of the correct slab for your product, consult your CA or refer to the <a href=\"https:\/\/www.cbic.gov.in\/\" target=\"_blank\" rel=\"noopener\" style=\"color:#2563eb;\">CBIC website<\/a>.<\/p>\n<h3>What if the GST rate changes?<\/h3>\n<p>Simply edit the product and update the GST rate. <strong>Old invoices are unaffected<\/strong> \u2014 they retain the rate at which they were created. New invoices will automatically use the updated rate.<\/p>\n<\/p><\/div>\n<p>    <!-- 5. INVOICES --><\/p>\n<div class=\"is-help-section\" id=\"invoices\">\n<h2>5. Creating an Invoice<\/h2>\n<ol class=\"is-step-list\">\n<li>\n<div>Go to <strong>Invoices<\/strong> and click <strong>New Invoice<\/strong>.<\/div>\n<\/li>\n<li>\n<div>Select a <strong>client<\/strong>. The invoice number, date, and tax type are filled in automatically.<\/div>\n<\/li>\n<li>\n<div>\n                    Add line items using one of two methods:<\/p>\n<p>                    <strong>+ Add another item<\/strong> \u2014 opens a product picker. Select from your catalogue and the name, price, unit, and GST rate carry through automatically.<\/p>\n<p>                    <strong>+ Add custom item<\/strong> \u2014 type a description, quantity, unit, and price on the spot. Useful for one-off items not in your catalogue.\n                <\/div>\n<\/li>\n<li>\n<div>Review the <strong>GST breakdown<\/strong> \u2014 CGST+SGST or IGST is calculated automatically based on the client&#8217;s location.<\/div>\n<\/li>\n<li>\n<div>Add a <strong>due date<\/strong> and any <strong>notes<\/strong> if needed.<\/div>\n<\/li>\n<li>\n<div>Click <strong>Save Invoice<\/strong>. It is now ready to share or download.<\/div>\n<\/li>\n<\/ol>\n<figure style=\"margin: 16px 0 24px;\">\n            <img decoding=\"async\" src=\"https:\/\/invoicingsystem.in\/go\/wp-content\/uploads\/2026\/05\/create-invoice.jpg\"\n                 alt=\"New Invoice Form\"\n                 style=\"width:100%; border-radius:8px; border:1px solid #e2e8f0; box-shadow:0 2px 12px rgba(0,0,0,0.08);\"\n                 loading=\"lazy\" width=\"1200\" height=\"675\"><br \/>\n        <\/figure>\n<\/p><\/div>\n<p>    <!-- 6. GST & TAXES --><\/p>\n<div class=\"is-help-section\" id=\"gst\">\n<h2>6. GST &amp; Taxes<\/h2>\n<h3>How tax type is determined automatically<\/h3>\n<p>When you select a client on an invoice, the system compares your company&#8217;s registered state with the client&#8217;s state:<\/p>\n<ul>\n<li><strong>Same state<\/strong> \u2192 CGST + SGST (intra-state)<\/li>\n<li><strong>Different state<\/strong> \u2192 IGST (inter-state)<\/li>\n<li><strong>Foreign client \/ no state set<\/strong> \u2192 No Tax<\/li>\n<\/ul>\n<h3>Switching tax type manually<\/h3>\n<p>You can override the automatically detected tax type on any invoice using the <strong>Tax Type<\/strong> selector on the invoice form. This is useful for special cases \u2014 for example, if a client in another state has asked you to invoice them under CGST+SGST, or if you are billing a foreign branch of an Indian company.<\/p>\n<figure style=\"margin: 16px 0 24px;\">\n            <img decoding=\"async\" src=\"https:\/\/invoicingsystem.in\/go\/wp-content\/uploads\/2026\/05\/tax-selector.jpg\"\n                 alt=\"Tax Selector on Invoice\"\n                 style=\"width:100%; border-radius:8px; border:1px solid #e2e8f0; box-shadow:0 2px 12px rgba(0,0,0,0.08);\"\n                 loading=\"lazy\" width=\"1200\" height=\"675\"><br \/>\n        <\/figure>\n<h3>Mixed tax rates on a single invoice<\/h3>\n<p>Each line item can carry its own GST rate. For example, one line item at 18% and another at 5% on the same invoice \u2014 the system handles this correctly and breaks down the totals accordingly.<\/p>\n<h3>Zero-rated and exempt items<\/h3>\n<p>Set the GST rate to 0% on a product to indicate it is exempt or zero-rated. The line item will appear on the invoice with 0% GST \u2014 which is correct for GST compliance purposes.<\/p>\n<\/p><\/div>\n<p>    <!-- 7. SHARING & DOWNLOADING --><\/p>\n<div class=\"is-help-section\" id=\"sharing\">\n<h2>7. Sharing &amp; Downloading<\/h2>\n<h3>WhatsApp (recommended)<\/h3>\n<p>Click the <strong>WhatsApp<\/strong> button on any invoice. A prefilled message opens in WhatsApp with the invoice amount and a direct link your client can view in their browser \u2014 no app, no login required on their end.<\/p>\n<h3>Email<\/h3>\n<p>Click the <strong>Email<\/strong> button to open a prefilled email in your default mail client with the invoice link included.<\/p>\n<h3>Public share link<\/h3>\n<p>Every invoice has a unique public link (e.g. <code>invoicingsystem.in\/view-invoice.php?token=...<\/code>). Copy and paste it anywhere \u2014 SMS, any chat app, or your own email. Your client does not need an account to view it.<\/p>\n<h3>Download PDF<\/h3>\n<p>Click <strong>Download PDF<\/strong> to get a ready-to-attach PDF of the invoice. The PDF is generated server-side and matches the share link view exactly.<\/p>\n<h3>Print<\/h3>\n<p>Click <strong>Print<\/strong> to open a print-optimised version of the invoice directly in your browser.<\/p>\n<h3>Bulk actions<\/h3>\n<p>From the Invoices list, select multiple invoices to <strong>bulk download PDFs<\/strong>, <strong>export as CSV<\/strong>, <strong>mark as paid<\/strong>, or <strong>delete<\/strong>.<\/p>\n<figure style=\"margin: 16px 0 24px;\">\n            <img decoding=\"async\" src=\"https:\/\/invoicingsystem.in\/go\/wp-content\/uploads\/2026\/05\/invoice-list.jpg\"\n                 alt=\"Invoice Download Buttons\"\n                 style=\"width:100%; border-radius:8px; border:1px solid #e2e8f0; box-shadow:0 2px 12px rgba(0,0,0,0.08);\"\n                 loading=\"lazy\" width=\"1200\" height=\"675\"><br \/>\n        <\/figure>\n<\/p><\/div>\n<p>    <!-- 8. RECORDING PAYMENTS \u2014 NEW --><\/p>\n<div class=\"is-help-section\" id=\"payments\">\n<h2>8. Recording Payments<\/h2>\n<p>When a client pays, record the payment details against the invoice. This keeps your books accurate and unlocks the analytics dashboard&#8217;s collected vs billed view.<\/p>\n<ol class=\"is-step-list\">\n<li>\n<div>From the Invoices list, click the <strong>Mark Paid<\/strong> button on any unpaid invoice.<\/div>\n<\/li>\n<li>\n<div>Enter the <strong>amount received<\/strong>. This can differ from the invoice total \u2014 for example if the client deducted TDS or bank charges.<\/div>\n<\/li>\n<li>\n<div>Select the <strong>payment mode<\/strong> \u2014 UPI, NEFT\/RTGS, Cheque, Cash, or Wire Transfer.<\/div>\n<\/li>\n<li>\n<div>Enter the <strong>payment date<\/strong> and an optional <strong>reference number<\/strong> (UTR, cheque number, transaction ID).<\/div>\n<\/li>\n<li>\n<div>\n                    If the client deducted <strong>TDS<\/strong>, enter the TDS amount in the deduction field and select <strong>TDS<\/strong> as the reason. The system will treat TDS as a legitimate settlement \u2014 the invoice will show as Paid even if the amount received is less than the invoice total by the TDS amount.\n                <\/div>\n<\/li>\n<li>\n<div>Click <strong>Save Payment<\/strong>. The invoice status updates to Paid.<\/div>\n<\/li>\n<\/ol>\n<div class=\"is-tip\">&#10003; Partial payments are supported. If only part of the invoice has been paid, the status shows as <strong>Partially Paid<\/strong> until the full amount is settled.<\/div>\n<\/p><\/div>\n<p>    <!-- 9. PAYMENT RECEIPTS \u2014 NEW --><\/p>\n<div class=\"is-help-section\" id=\"receipts\">\n<h2>9. Payment Receipts<\/h2>\n<p>Once an invoice is marked as paid, you can generate a formal <strong>Payment Receipt PDF<\/strong> to send to your client as proof of payment.<\/p>\n<ol class=\"is-step-list\">\n<li>\n<div>Open a paid invoice and click <strong>Generate Receipt<\/strong>.<\/div>\n<\/li>\n<li>\n<div>Review the pre-filled details \u2014 payment date, amount received, payment mode, and reference number pulled from what you entered when marking paid.<\/div>\n<\/li>\n<li>\n<div>Click <strong>Download Receipt<\/strong>. A professionally formatted PDF is generated instantly.<\/div>\n<\/li>\n<\/ol>\n<div class=\"is-tip\">&#10003; Payment receipts have their own numbering series (e.g. RCT-2026-0001) separate from invoice numbers. The receipt references the original invoice number for traceability.<\/div>\n<h3>What does the receipt show?<\/h3>\n<p>The receipt PDF includes your company details, client details, the original invoice reference, payment date, payment mode, amount received, and any TDS or deduction noted. It is formatted to serve as a formal acknowledgement of payment.<\/p>\n<\/p><\/div>\n<p>    <!-- 10. FOREIGN CURRENCY \u2014 NEW --><\/p>\n<div class=\"is-help-section\" id=\"foreign-currency\">\n<h2>10. Foreign Currency Invoicing<\/h2>\n<p>If you bill clients outside India, you can issue invoices in their currency \u2014 USD, EUR, GBP, AED, or AUD \u2014 while keeping your own records in \u20b9.<\/p>\n<h3>Setting a client&#8217;s preferred currency<\/h3>\n<ol class=\"is-step-list\">\n<li>\n<div>Open the client record and set their <strong>Preferred Currency<\/strong> to USD, EUR, GBP, AED, or AUD.<\/div>\n<\/li>\n<li>\n<div>When you create a new invoice for this client, the currency is pre-filled automatically.<\/div>\n<\/li>\n<\/ol>\n<h3>Creating a foreign currency invoice<\/h3>\n<ol class=\"is-step-list\">\n<li>\n<div>Select the client. The currency field will show their preferred currency.<\/div>\n<\/li>\n<li>\n<div>The <strong>exchange rate<\/strong> is fetched automatically from a live rate feed. You can override it manually if needed.<\/div>\n<\/li>\n<li>\n<div>Enter your line item prices in the foreign currency. The \u20b9 equivalent is calculated and stored at the time of invoice creation.<\/div>\n<\/li>\n<li>\n<div>GST is automatically set to <strong>No Tax<\/strong> for foreign currency invoices \u2014 exports are zero-rated under GST.<\/div>\n<\/li>\n<li>\n<div>The PDF, share link, and print view all show the invoice in the foreign currency with the correct symbol ($ \u20ac \u00a3 \u062f.\u0625 A$).<\/div>\n<\/li>\n<\/ol>\n<div class=\"is-tip\">&#10003; The \u20b9 equivalent is locked at the time of invoice creation. It does not change if exchange rates move later \u2014 which is correct for your accounting records.<\/div>\n<h3>Recording payment on a foreign currency invoice<\/h3>\n<p>When marking a foreign currency invoice as paid, enter the <strong>amount received in \u20b9<\/strong> (what actually landed in your bank account). The system records both the original foreign amount and the \u20b9 received for accurate analytics.<\/p>\n<\/p><\/div>\n<p>    <!-- 11. TRASH & RESTORE \u2014 NEW --><\/p>\n<div class=\"is-help-section\" id=\"trash\">\n<h2>11. Trash &amp; Restore<\/h2>\n<p>Deleted invoices are not permanently removed immediately \u2014 they go to the Trash, where you can review and restore them if needed.<\/p>\n<h3>Restoring a deleted invoice<\/h3>\n<ol class=\"is-step-list\">\n<li>\n<div>Click <strong>Trash<\/strong> in the sidebar (shows a count badge when there are deleted invoices).<\/div>\n<\/li>\n<li>\n<div>Find the invoice you want to recover and click <strong>Restore<\/strong>. It will reappear in your active invoice list immediately.<\/div>\n<\/li>\n<\/ol>\n<h3>Permanently deleting<\/h3>\n<p>From the Trash page, you can also <strong>Permanently Delete<\/strong> an invoice if you are sure you no longer need it. This action cannot be undone.<\/p>\n<div class=\"is-tip\">&#10003; The Trash is a safety net \u2014 accidental deletions can always be recovered as long as you act before permanent deletion.<\/div>\n<\/p><\/div>\n<p>    <!-- 12. ANALYTICS \u2014 NEW --><\/p>\n<div class=\"is-help-section\" id=\"analytics\">\n<h2>12. Analytics &amp; Reports<\/h2>\n<p>The Reports page gives you a real-time financial overview of your business. Go to <strong>Reports<\/strong> from the sidebar.<\/p>\n<h3>Key metrics<\/h3>\n<ul>\n<li><strong>Total Billed<\/strong> \u2014 sum of all invoices in the selected period (in \u20b9 equivalent)<\/li>\n<li><strong>Amount Collected<\/strong> \u2014 sum of payments actually received<\/li>\n<li><strong>Outstanding<\/strong> \u2014 billed minus collected<\/li>\n<li><strong>Overdue<\/strong> \u2014 invoices past their due date that are still unpaid<\/li>\n<li><strong>TDS Deducted<\/strong> \u2014 total TDS recorded across all payments<\/li>\n<\/ul>\n<h3>Revenue trend chart<\/h3>\n<p>A month-by-month bar chart showing invoiced amounts over the selected period. Helps you spot seasonal patterns in your business.<\/p>\n<h3>Invoice status doughnut<\/h3>\n<p>A visual breakdown of your invoices by status \u2014 Paid, Pending, and Overdue \u2014 so you can see at a glance how much cash is still outstanding.<\/p>\n<h3>Filtering by date range<\/h3>\n<p>Use the <strong>From<\/strong> and <strong>To<\/strong> date filters at the top of the Reports page to narrow the view to any period \u2014 a single month, a quarter, or a financial year.<\/p>\n<h3>Exporting data<\/h3>\n<p>Click <strong>Export CSV<\/strong> to download your invoice data including payment columns \u2014 compatible with Excel and Google Sheets. Useful for sharing with your CA at filing time.<\/p>\n<\/p><\/div>\n<p>    <!-- 13. FAQ --><\/p>\n<div class=\"is-help-section\" id=\"faq\">\n<h2>13. Frequently Asked Questions<\/h2>\n<div class=\"is-faq-item\">\n<h3>How do I register and get my login credentials?<\/h3>\n<p>Click <a href=\"https:\/\/invoicingsystem.in\/go\/get-started\/\" style=\"color:#2563eb;\">Get started free<\/a> and fill in the short form. Your credentials will be emailed to you within minutes. No credit card required.<\/p>\n<\/p><\/div>\n<div class=\"is-faq-item\">\n<h3>Is it really free?<\/h3>\n<p>Yes \u2014 completely free, no credit card required. Pro features for power users are coming soon. Existing users will get advance notice before anything changes.<\/p>\n<\/p><\/div>\n<div class=\"is-faq-item\">\n<h3>Do I need a GSTIN to use Invoicing System?<\/h3>\n<p>No. GSTIN and PAN are optional fields. If you are not GST-registered, simply leave those fields blank \u2014 they will not appear on your invoices.<\/p>\n<\/p><\/div>\n<div class=\"is-faq-item\">\n<h3>Can I manage multiple companies?<\/h3>\n<p>Yes. You can create and switch between multiple companies from within the same account. Each company has its own invoices, clients, products, and settings completely isolated from the others.<\/p>\n<\/p><\/div>\n<div class=\"is-faq-item\">\n<h3>Is my data safe and private?<\/h3>\n<p>Yes. Every company&#8217;s data is fully isolated at the database level. No other user can see your invoices, clients, or business information. Data is stored on secured servers in India.<\/p>\n<\/p><\/div>\n<div class=\"is-faq-item\">\n<h3>Can I export my data?<\/h3>\n<p>Yes. Export your invoice list as a CSV from the Reports page \u2014 compatible with Excel and Google Sheets. The export includes payment details. You can also bulk-download invoices as PDFs from the Invoices list.<\/p>\n<\/p><\/div>\n<div class=\"is-faq-item\">\n<h3>I made a mistake on an invoice \u2014 can I edit it?<\/h3>\n<p>Yes. Open the invoice and click Edit. All fields including line items, tax type, and dates are editable. If the invoice has already been shared with a client, their share link will reflect the updated version automatically.<\/p>\n<\/p><\/div>\n<div class=\"is-faq-item\">\n<h3>I accidentally deleted an invoice \u2014 can I recover it?<\/h3>\n<p>Yes. Go to <strong>Trash<\/strong> in the sidebar. Deleted invoices are held there and can be restored with one click. Only permanently deleted invoices are unrecoverable.<\/p>\n<\/p><\/div>\n<div class=\"is-faq-item\">\n<h3>My client deducted TDS \u2014 how do I record that?<\/h3>\n<p>When marking the invoice as paid, enter the amount you actually received and enter the TDS amount in the deduction field. The system recognises TDS as a valid settlement \u2014 the invoice will show as Paid even though the amount received is less than the invoice total.<\/p>\n<\/p><\/div>\n<div class=\"is-faq-item\">\n<h3>Can I invoice clients in USD or other foreign currencies?<\/h3>\n<p>Yes. You can issue invoices in USD, EUR, GBP, AED, and AUD. The exchange rate is fetched automatically and can be overridden. Your \u20b9 equivalent is locked at invoice creation time for accurate accounting records.<\/p>\n<\/p><\/div>\n<div class=\"is-faq-item\">\n<h3>What is coming next?<\/h3>\n<p>We are building several features that most invoicing tools in India do not have yet \u2014 including automatic overdue payment reminders via email and WhatsApp, role-based access for teams, and a cash flow forecast view. These are coming in the months ahead.<\/p>\n<\/p><\/div>\n<div class=\"is-faq-item\">\n<h3>How is Invoicing System different from other tools?<\/h3>\n<p>We are built specifically for Indian SMEs \u2014 not a global tool with GST bolted on. Auto-detection of CGST\/SGST vs IGST based on client location, WhatsApp sharing with prefilled messages, public share links your clients can view without an account, foreign currency invoicing with live exchange rates, TDS-aware payment recording, and server-generated PDFs. India-hosted and built for Indian businesses.<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<p>    <!-- 14. SUPPORT CTA --><\/p>\n<div id=\"support\" class=\"is-support-cta\">\n<h2>Still need help?<\/h2>\n<p>Our support team typically responds within one business day.<\/p>\n<p>        <a href=\"https:\/\/invoicingsystem.in\/go\/support\/\">Contact Support \u2192<\/a>\n    <\/div>\n<\/div>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Everything you need to get up and running \u2014 and answers to the most common questions. On this page Getting Started Setting Up Your Company Adding Clients Adding Products &amp; Services Creating an Invoice GST &amp; Taxes Sharing &amp; Downloading Recording Payments Payment Receipts Foreign Currency Invoicing Trash &amp; Restore Analytics &amp; Reports Frequently Asked &#8230; <a title=\"Help Centre\" class=\"read-more\" href=\"https:\/\/invoicingsystem.in\/go\/help\/\" aria-label=\"Read more about Help Centre\">Read more<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-32","page","type-page","status-publish"],"_links":{"self":[{"href":"https:\/\/invoicingsystem.in\/go\/wp-json\/wp\/v2\/pages\/32","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/invoicingsystem.in\/go\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/invoicingsystem.in\/go\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/invoicingsystem.in\/go\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/invoicingsystem.in\/go\/wp-json\/wp\/v2\/comments?post=32"}],"version-history":[{"count":12,"href":"https:\/\/invoicingsystem.in\/go\/wp-json\/wp\/v2\/pages\/32\/revisions"}],"predecessor-version":[{"id":157,"href":"https:\/\/invoicingsystem.in\/go\/wp-json\/wp\/v2\/pages\/32\/revisions\/157"}],"wp:attachment":[{"href":"https:\/\/invoicingsystem.in\/go\/wp-json\/wp\/v2\/media?parent=32"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}