Invoices, quotes & customer receipts

The sales workflow has three documents. A quoteis a price you offer a customer; it's a state-machine document with no effect on your books until it becomes an invoice. An invoice is a bill you send a customer — when you send it, WorkRight posts a journal entry to your ledger. A receipt records the money the customer actually pays and allocates it against one or more open invoices. Everything carries GST, derived from your items and contacts.

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• Role: someone with the accounting role — your accountant (CA or bookkeeper), hr_manager or company_admin. Regular employees don't see the books.
• Plan:the Accounting module must be enabled on your plan. If it isn't, the section is hidden — see pricing.

Set these up once so every document fills itself in. Under Accounting → Contacts, add your customers (the kind can be customer, vendor, employee or other) with their GSTIN, PAN, state code and, if relevant, Udyam (MSME) number. Under Accounting → Items, add the goods or services you sell with a code, HSN/SAC and a default tax rate — so the right GST rate lands on each line automatically.

1. Open Accounting → Sales. Use the Invoices and Quotes tabs, each with filters by status, customer and date.
2. New quote — pick the customer, set a valid-until date, and add line items (description, item, quantity, unit price, tax rate). Save draft, or save & send to mark it sent. From the quote you can accept, decline or convert it to an invoice.
3. New invoice — pick the customer, set the date and due date, and add line items. Save & send posts the invoice to your ledger.
4. When the customer pays, open Money → Receipts and New receipt. Pick the customer and the wallet the money landed in, enter the amount, then allocate it across their open invoices and post it.

A draft invoice or quote is fully editable. Once you send an invoice it posts to the ledger and becomes read-only — a posted entry is part of your books of account, which are kept immutable under Companies Act 2013 §128(1). If something's wrong on a sent invoice, you correct it with a fresh document (for example a new invoice or a credit), not by editing the original.

• Fill in a contact's state code— it's what decides whether a line is inter-state (IGST) or intra-state (CGST + SGST).
• Set a default tax rate on each item so you stop re-typing GST on every line.
• Use the receipts list filters (status, customer, date) and the include void toggle to find a specific payment fast.
• Send the quote first and convert it — you keep one clean trail from offer to invoice to payment.

• Bills, vendor payments & purchases — the buying side of your books.
• Books, GST/TDS, period locks & reports — chart of accounts, returns and the reports your CA needs.
• Accounting software for India — what the module covers.