Send an estimate with itemised pricing before any invoice is raised.
- Includes a validity date so the quoted price has a clear end.
Invoices & Financial Documents
From quotation to credit note, one clean paper trail.
The documents a small business sends around a sale: quote, order, challan, invoice, and the notes that correct it. Each one formatted with the fields it needs.
8
document types
print-ready download
6/wk
free on any account
A sale is rarely one document. It starts with a quotation, becomes a purchase order, ships against a delivery challan, is billed on an invoice, and is corrected later by a credit or debit note. These templates follow that sequence, so the details you use on one carry over naturally to the next. GST-registered businesses get the Rule 46 fields on tax invoices; freelancers and small sellers who are not registered get a clean non-GST invoice.
Before the invoice
Agree the price and place the order.
Formally order from a vendor with pricing and delivery terms.
- Itemised pricing with delivery terms on one page.
Move goods for job work, on approval, or other non-supply reasons.
- Follows GST Rule 55 for movement of goods without an invoice.
The invoice itself
Pick the one that matches your registration and your customer.
GST Invoice Generator
Photo autofillTax invoice for GST-registered businesses.
- Splits tax into CGST + SGST for same-state supply or IGST for interstate supply, from the supply type you choose.
- Includes supplier GSTIN, itemised lines with optional HSN/SAC, and the reverse-charge declaration.
- One GST rate applies to the whole invoice, chosen from the rate list on the form.
Simple Invoice Generator
Photo autofillA clean non-GST invoice for freelance work and small business billing.
- No tax registration needed; itemised lines with a computed total.
Retail / Pharmacy Invoice Generator
Photo autofillShop and pharmacy GST invoices.
- Drug licence number and prescribing doctor fields for pharmacies.
- Optional HSN code on each line; one GST rate applies to the whole invoice, with the CGST + SGST or IGST split worked out from the supply type.
After the invoice
Correct what was billed without reissuing everything.
Reduce an invoice for returns, discounts or overcharges.
- References the original invoice, in line with Section 34 of the CGST Act.
Increase an invoice for undercharges or additional supply.
- References the original invoice, in line with Section 34 of the CGST Act.
How it works
- Step 1
Start where you are in the sale
Pick the document for your stage: quote, order, challan, invoice or correction.
- Step 2
Enter the details once per document
Add line items; subtotals, tax and totals are calculated for you, with the CGST/SGST or IGST split worked out on GST invoices.
- Step 3
Download and send
Generate a print-ready PDF with your business details and, on templates that support it, your logo.
Common questions
- Should I use a GST invoice or a simple invoice?
- Use a GST invoice if your business is registered for GST and the sale is taxable. Use a simple invoice if you are not registered. If you are unsure which applies to you, confirm with an accountant before issuing invoices.
- Does the GST invoice split CGST, SGST and IGST?
- Yes. Choose whether the supply is within the same state or interstate, and the invoice shows CGST plus SGST for the former and IGST for the latter. One GST rate applies to the whole invoice, so for a mix of rates, generate separate invoices per rate.
- Is a Documateo invoice legally valid for GST filing?
- Documateo formats the document with the fields a tax invoice is expected to carry, but it does not verify your transaction, registration or tax position, and it does not certify any document as compliant. Confirm requirements for your situation with a tax professional. See the Document Generator Disclaimer.
- What is the difference between a credit note and a debit note?
- A credit note reduces what a customer owes on an earlier invoice, for example after a return or discount. A debit note increases it, for example after an undercharge. Both reference the original invoice.
- Do I need an account, and what does it cost?
- You need a free account. Free accounts can generate a limited number of documents each week across all document types (the current allowance is on the pricing page). Pro and Business have no weekly cap; each generation uses a credit from your plan.
- Does Documateo store my invoice data?
- Documateo does not store the content of the documents you generate, only a usage count. Logos you choose to save on a Pro plan are kept until you delete them or close your account.
These are templates you fill in with your own details. Documateo does not verify transactions or certify any document as legally valid or tax-compliant. Read the Document Generator Disclaimer.
Looking for something else?