Creating Professional Invoices in 2 Minutes

An invoice is your brand's last impression before getting paid

A professional, well-structured invoice communicates that you run a serious business. It also dramatically reduces payment delays — clients pay faster when the invoice is clear, correct, and easy to act on.

Creating your first invoice

Go to Finance → Invoices → New invoice. Fill in:

• Client name and email — The invoice goes here automatically when you click Send
• Invoice number — Auto-increments from your prefix (e.g., INV-0001)
• Issue and due dates — Standard terms are 30 days from issue
• Line items — Description, quantity, and unit price. Total calculates automatically.
• Tax rate — Your workspace default pre-fills here. Adjust per invoice if needed.

GST compliance (India)

Indian businesses need invoices that show CGST/SGST (intra-state) or IGST (inter-state) separately. Proactiq handles this automatically:

• Enter your client's GSTIN in the invoice form
• Proactiq detects whether the supply is intra-state or inter-state based on your registered state
• Tax is split and labelled correctly on the invoice PDF

Invoice statuses

• Draft — Work in progress, not sent
• Sent — Delivered to the client, awaiting payment
• Paid — Payment recorded in full
• Overdue — Past the due date with no payment
• Cancelled — Void, no longer collectible