How to Create and Send an Invoice in Vedain CRM

Creating a New Invoice

1. Click Invoices in the left sidebar.
2. Click + New Invoice.
3. Select the Client — type to search your Contacts or Accounts.
4. The invoice number is auto-generated (e.g., INV-001). You can customise it.
5. Set the Invoice Date and Due Date.

Adding Line Items

1. Click + Add Line Item.
2. Select a product from your catalog (Settings → Products) or enter manually.
3. Enter the Description, Quantity, and Unit Price.
4. Apply a Discount (%) if applicable.
5. The line total calculates automatically.
6. Add more line items as needed.

Applying Tax

If you have configured tax in Settings → Tax & Billing, select your tax rate in the Tax dropdown. The tax amount and total are calculated automatically. For India: GST 18% adds CGST 9% + SGST 9% shown separately on the invoice.

Adding Notes

Use the Notes field for payment terms, bank details, or any message to the client. This appears at the bottom of the PDF.

Preview and Send

1. Click Preview PDF to see exactly how the invoice will look.
2. When ready, click Send Invoice.
3. Vedain sends an email to the client with the PDF attached and a Pay Now button (if you have a payment gateway connected).
4. The invoice status changes to Sent.