How to Create, Customize & Share Invoices

Step 1: Tap “+” on the Invoices Screen

Open the Make Price List app and select the Invoices tab from the bottom navigation bar. Tap the round “+” floating button to open the invoice editor.

• Auto-Generated Invoice Title: Defaults to INVOICE. Tap to change it to Tax Invoice, Bill of Supply, Proforma Invoice, or Estimate.
• Auto-Generated Invoice Number: The app automatically increments sequential numbers (e.g. INV-0001). You can edit this field anytime to match your custom billing series.
• Prefilled Invoice Date: Automatically filled with today’s current date. Tap the calendar icon to change it if needed.

Step 2: Select or Add Business (Seller Info)

Tap the Business section in the editor. Select an existing business profile or tap + Add Business:

• Business Name: Add Your Business Name
• Billing Address: Enter your physical shop or corporate address.
• Contact Details: Add business phone number, email address, and store website.

Step 3: Select or Add Client (Buyer Info)

Tap the Client section to attach the customer:

• Existing Clients: Search and pick from your saved customer contact book with one tap.
• New Client on the Fly: Tap + Add Client to enter customer name, company name, delivery/billing address,phone number, email and other information.

Step 4: Add Products

Tap + Add Item to populate your invoice line items:

• Pick from Catalog / Price List: Browse categories or use quick search. Tap any product to instantly bring in its pre-configured name, selling price, unit, and tax rate.
• Quantity : Adjust Quantity.
• Discounts: Apply flat amount or percentage discount per line item.

Step 5: Configure Taxes & Templates

Flexible tax calculations tailored to your local regulations:

• Apply Existing Tax: Select simple taxes from tax list or leave as Non-Taxable.
• Manage Tax Templates: Group complex taxes into clean reusable templates (e.g. GST 18% = CGST 9% + SGST 9% or IGST 18%).
• Item-Level or Invoice-Level Tax: Apply individual tax rates per product or calculate a uniform tax over the entire invoice subtotal.
• Automated Calculation: Subtotal, tax totals, and grand total calculate dynamically in real time.

Step 6: Add Business Signature

• Add Signature: Tap Signature to select a saved signature or draw directly on the in-app digital signature pad.

Step 7: Record Payment & Payment Modes

• Mark as Paid Checkbox: Check the “Mark as Paid” box when payment has been received.
• Choose Payment Mode: Tap to switch payment mode to UPI / QR Code, Credit / Debit Card, Bank Transfer, Cheque, or Online Wallet.
• Default Mode = Cash: When checked, the payment mode automatically defaults to Cash.
• Add Custom Payment Modes: Easily add and save custom methods (e.g. Zelle, M-Pesa, Pix, or Store Credit).

Step 8: Customize Appearance in Invoice Settings

Tap the PREVIEW button at the bottom of the editor to inspect your rendered document. Tap the Settings icon (gear icon in the top right) to customize:

• Change Background Theme Color: Pick from 8 curated background color themes: Classic White, Warm Gold, Rose Pink, Fresh Mint, Soft Yellow, Lavender, Sky Blue, or Modern Grey.
• Header Type Layout: Choose how your top banner is displayed:
  • Default: Standard format displaying Business details and Logo.
  • Custom (Logo & Text): Upload custom logo with personalized title and subtitle.
  • Logo Only: Clean corporate layout emphasizing brand logo.
  • Text Only: Minimalist header using business name and address text.
  • None: Removes top header block for pre-printed letterheads.

Step 9: Deliver Invoice Directly to Customer

At the bottom of the Preview screen, you have instant delivery buttons:

• 1-Tap Share PDF on WhatsApp: Tap the green WhatsApp button. The app saves the PDF and automatically opens WhatsApp or WhatsApp Business with the client’s chat ready to send the file.
• SHARE / PRINT INVOICE Button:
  • Share Anywhere: Send via Email, Telegram, Messages, AirDrop, or Nearby Share.
  • Print Document: Send directly to connected Wi-Fi or Bluetooth thermal or A4 desktop printers.
  • Open / Save PDF: Save PDF directly to your device storage or Google Drive.

Why Invoice with Make Price List?

• Fast 60-Second Invoicing: Auto-generated invoice numbers, prefilled dates, and catalog item picker save hours of manual typing.
• Professional Brand Identity: Add logos, signature, custom background themes, and personalized header styles.
• Automated Tax Compliance: Multi-tier GST/VAT calculations and tax templates remove all calculation mistakes.
• Real-time Payment Tracking: Mark invoices as paid with exact payment modes (Cash, UPI, Card, Bank) to keep accurate sales records.
• Instant WhatsApp Delivery: Send crisp, branded PDF bills straight to your client’s WhatsApp in a single tap.