An invoice is the bill you give a customer for a sale. Yojika fills in the GST for you, so you only type what you sell.
Open a new invoice
- Open Invoices from the sidebar.
- Click New invoice (Ctrl+N). The full-screen editor opens with the title Sales Invoice.
The invoice number is filled in for you when you save — you will see
No. auto-assigned on save at the top. Numbers look like INV2025-26/0001
and start again from 0001 every 1st April (the start of a new financial
year).
Choose the customer
- Click the party box (or press F2) and start typing the customer’s name. Pick them from the list, or type a new name to add them.
- For a quick over-the-counter sale, click Walk-in (F4). No name is needed.
After you pick a customer, choose Cash or Credit:
- Cash — the bill is settled in full the moment you save.
- Credit — the amount stays due, and you record the payment later.
A walk-in bill defaults to Cash; a named customer defaults to Credit.
Add items
Type in the Item cell of a line to search your item list. Pick an item, or type a new name to add it on the spot. Each line has these columns:
| Column | What to enter |
|---|---|
| Qty | How many you are selling (decimals like 1.5 are fine) |
| Unit | The billing unit (switch to a second unit like Box if the item has one) |
| Rate | Price for one unit |
| Disc% | A discount for this line only, as a percentage |
| GST | The tax rate, taken from the item |
| Taxable, Amount | Worked out for you |
Press Enter on the last cell to jump to a fresh line, or click Add item (Insert). To remove a line, use the delete icon at its end.
Discounts are always per line — there is no whole-bill discount. Enter it in the Disc% column.
Scan a barcode
If you have a barcode scanner, click into the Scan barcode to add a line… box and scan. The item is added, or its quantity goes up by one if it is already on the bill. On a phone, tap Scan with camera.
Prices with or without GST
By the totals, a switch reads Incl. GST / Excl. GST:
- Incl. GST (the default) — you type the price the customer actually pays (the MRP), and Yojika works the GST out of it. The totals show “GST ₹… included”.
- Excl. GST — you type the pre-tax price, and GST is added on top.
The switch applies to the whole invoice.
Extra charges
To add delivery, packing or freight, click Add charge under Additional charges. Give it a label (for example Delivery), an amount, and — if you need it — a SAC code.
Read the totals
The Totals panel updates as you type:
- Taxable value — the amount tax is worked out on.
- CGST and SGST, or IGST for a customer in another state — Yojika picks the right split from the customer’s state automatically.
- Round off — the total is rounded to the nearest rupee, and the small adjustment is shown here.
- Grand total — what the customer pays.
Save the invoice
Use the buttons at the bottom:
- Save (Ctrl+S) — save and go back to the list.
- Save & New (Ctrl+Enter) — save and start the next bill straight away.
- Save & Print (Ctrl+P) — save and open the print preview. See Print, share or send an invoice.
If you sell more than you have in stock, Yojika still lets you save the bill — your stock simply goes below zero. Nothing is blocked.
For a named credit customer, if the sale pushes them past their credit limit, Yojika shows a Credit limit warning first. Click Proceed to save anyway, or Cancel to go back.