01Can I use my own invoice design?
Yes. Open any default design in the designer, or start a new template, and make it yours. Add your logo, bank details, UPI QR, signature and your own fields, then set fonts, colours, page size and numbering. New blocks add their fields to the invoice form.
02How does it choose between CGST + SGST and IGST?
It compares your state, from your profile or GSTIN, with the place of supply. Same state shows CGST + SGST, a different state shows IGST. A template can also be fixed to one, or to no GST for a bill of supply.
03Does KhataPilot generate the e-invoice IRN?
No. The e-invoice layout has space for the IRN, Ack no. and Ack date, but KhataPilot doesn't connect to the IRP. You generate the IRN on the government portal and add those details to the invoice.
04How does an invoice get marked paid?
When you upload a bank statement, KhataPilot matches its lines to your open invoices. A full payment that matches marks the invoice paid. You can also mark it paid yourself.
05Can I send a quotation before the invoice?
Yes. The Proforma / Quotation layout makes a document that looks like your invoice but is not one - no invoice number is used up and nothing is booked until you issue the real invoice.
06What does my customer receive?
Save & send emails the invoice details - the items, the tax rows and the amount due - to the customer's address. The invoice carries a UPI QR to scan and pay, and every copy is available as a PDF.