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Getting started

Create your first invoice

Save your business details and one customer first. Then go to Invoices → New invoice, pick the customer, add your items and quantities, and check the total. The split between CGST, SGST and IGST is worked out for you from the two states. Save it as a draft, or finalize it to give it the next number in your series.

Before you start

You need two things: your business details (so the invoice carries your GSTIN and address) and one customer. Both take a minute, and you only do them once.

If you already keep customers and items in Vyapar or a spreadsheet, bring them in first instead of typing them again — see Move your data in from your old system or a spreadsheet.

Make the invoice

Everything on this screen is a choice, not a form to fill. Tax is worked out for you from the place of supply, so you never pick CGST or IGST yourself.

  1. Go to Invoices → New invoice.
  2. Pick the customer. Start typing — the search finds them even if you spell the name differently than you saved it.
  3. Add your items and quantities. The rate and GST rate come from the item, and you can change either on the line.
  4. Check the total. CGST and SGST split automatically for a customer in your own state; a customer in another state gets IGST.
  5. Save it as a draft, or finalize it when you are happy.

Draft or finalized — the difference matters

A draft is yours to change as often as you like. Nothing has happened yet: no invoice number is used up, no stock has moved, nothing appears in your GST reports.

Finalizing is the moment the document becomes real. It takes the next number in your invoice series, moves the stock, posts the accounting entries, and starts counting the money as owed to you.

A finalized invoice is never edited silently. To change one you amend it: Gallafy reverses the original entry, posts the corrected one, keeps the invoice number, and records the whole change in your activity log. Filed periods stay untouchable.

Send it

Open the finalized invoice. PDF opens the document in a panel beside the invoice, where you can print, download or share it, and More → Copy link copies a link you can send.

Send → Share on WhatsApp opens WhatsApp with the link ready to send, to the phone number saved on the customer or to one you type in for that share. You tap send — Gallafy does not message your customer on its own.

Create your first invoice — Gallafy