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.
Work on more than one bill at a time
On the desktop you can keep several bills open together, as tabs along the top of the editor. This is for the queue at the counter: one customer is buying twenty items, and the person behind them wants a single packet. Park the big bill, bill the quick one, and come back.
- Start another bill — click + on the tab strip, or press Ctrl+T. The new tab is named Sale #2, Sale #3, and so on. Those names are only labels for the tabs; the real invoice number is still given when you save. You can keep up to eight bills open at a time.
- Move between bills — click a tab, or press Ctrl+Tab for the next one and Ctrl+Shift+Tab for the one before. Everything you typed stays exactly as you left it.
Two ways out — and only one of them throws a bill away
Leaving the billing screen and closing a bill are not the same thing. It is worth reading this once.
To step away and keep everything, press Esc, or click the × at the top right of the editor. Yojika asks “Leave the billing screen?” first — say Leave and every bill you have open is parked. Nothing is lost, and they are all waiting in their tabs the next time you open the billing screen.
To throw one bill away, click the x on that bill’s own tab, press Ctrl+W, or click Discard bill at the bottom of the screen. Yojika always asks you to confirm first, and the question names the bill — Discard Sale #2? — so with several bills open you can see which one is going. Once you confirm, that bill is gone for good: it does not go to the Recycle Bin and it cannot be brought back. Your other open bills are untouched.
The two questions are worded differently on purpose — one leaves everything parked, the other throws a bill away, and the wording always tells you which one you are being asked.
If you have used an older version of Yojika, note that Esc has changed: it used to throw the bill away, and now it parks it. Use Discard bill when you really do mean to throw one out.
A parked bill is not lost if the app closes
Bills left open in tabs are kept on this computer. If you shut Yojika down for the night, or the power goes off, they are waiting in their tabs the next time you open the billing screen. Nothing has to be typed again.
A few things worth knowing:
- A parked bill stays on this computer. It is not sent to your other device, even when Cloud Sync is on. Finish a bill on the machine you started it on.
- A parked bill is not an invoice yet. It has no invoice number, it does not change your stock, and it does not show up in any report until you save it.
- A parked bill keeps the rates you agreed with the customer. If you change an item’s price while the bill is sitting parked, the parked bill is not quietly repriced — pick the item on the line again if you do want the new rate.
- If you delete the customer while their bill is parked, the bill still opens. Yojika tells you the customer is no longer in your list and asks you to pick one before it will save — it never quietly turns a credit sale into a cash one.
A bill you parked before 1st April
A bill carries the date you started it on. If you park a bill and only come back to it after 1st April — the start of a new financial year — Yojika shows a short note at the top of that bill when you open it.
It matters because the date decides which year the bill belongs to. Saved as it
is, the bill keeps its old date, so it takes its number from last year’s
series (INV2025-26/0042 in April 2026, say) instead of this year’s. And if you
have already closed that year in Yojika, the bill will not save at all — the note
tells you when that is the case.
You have two choices:
- Use today’s date — the bill moves to today and takes a number from the current year. This is what you want almost every time.
- Keep it — the bill keeps the older date. Use this only when the sale really did happen on that date and that financial year is still open.
A bill parked overnight and finished the next morning is not affected. The note only appears when the bill would fall into a different financial year.
Tabs are for sales invoices. Purchase bills, estimates, delivery challans and the rest still open one at a time, and on a phone or tablet billing works one bill at a time as before.