Billing & Invoicing

Professional invoicing and payment management. Create professional invoices, track payments, and maintain accurate financial records for your tailoring business.

Getting Started with Billing

Invoice Overview

An invoice is a financial document that:

  • Lists the services provided (tailoring work)
  • Shows the amount due from the customer
  • Specifies payment terms and due dates
  • Provides your business contact information
  • Serves as a receipt and tax record

Generating Invoices

To generate any type of invoice from an order:

  1. Go to Orders and open the order details
  2. Choose the invoice type you need:
    • Customer Invoice
    • Staff Invoice
    • Combined Invoice
  3. The invoice is generated with all relevant details
  4. Download PDF for printing or sharing
Invoice Configuration

Configure invoice format (A4, A5, B4, B5, Letter) and bill type (Separate/Combined) in Settings → Store Settings → Billing Settings.

Payment Tracking

Track payments on orders:

  1. Open the order details page
  2. Click Add Payment
  3. Enter payment amount and method
  4. Optionally add reference number or notes
  5. Save the payment

Payment Methods

  • Cash - Physical cash payment
  • Card - Credit/Debit card
  • UPI - Digital UPI payment
  • Credit Balance - Use customer's credit balance

Types of Invoices

DD Tailors generates three types of invoices for different purposes:

1. Customer Invoice

The standard invoice given to customers showing items and amounts due:

  • Lists all garments and tailoring services
  • Shows pricing, taxes, and total amount
  • Includes payment details and due dates
  • Contains business information and branding
  • Can be configured as separate or combined (see Bill Formats below)
Customer Invoice

Customer invoice showing order items and payment details

2. Staff Invoice (Bill with Staff)

Invoice showing staff work allocation and earnings for orders:

  • Displays which staff worked on the order
  • Shows customer information
  • Shows items assigned to a specific staff member
  • Includes the work instruction of that item
Staff Invoice with Staff Details

Staff invoice showing work allocation and payment breakdown

3. Staff Invoice (Bill without Staff)

Simplified invoice format without staff-specific details:

  • Shows order items without staff attribution
  • Used when staff details are not relevant
  • Cleaner format for internal records
  • Useful for orders without staff assignments
  • Shows only the work instructions of that order
Staff Invoice without Staff Details

Staff invoice without staff attribution details

Bill Formats

Customer invoices can be generated in two formats:

Separate Bills

Generate individual invoices:

  • Show only customer invoice and staff bill
  • Give bills for each staff member with the work instructions
  • For customers they receive a summary of their order

Combined Bills

Generate a single consolidated invoice:

  • Show customer invoice and the work instructions in a single document
  • Easy to manage and print
  • Preferred for customers who want a comprehensive view of their order
Combined Invoice

Combined invoice with all order items on one bill

Setting Bill Type

Configure your preferred bill type (Separate or Combined) in Settings → Store Settings → Billing Settings. This setting applies to all new invoices.

Order Payment Status

Orders track payment status automatically:

Unpaid

No payments recorded yet

Partial

Some payment received, balance due

Paid

Full amount has been collected

Billing Settings

Configure billing options in Settings → Store Settings → Billing Settings:

  • Bill Type - Choose between Separate or Combined bills
  • Bill Format - Select A4, A5, B4, B5, or Letter format
  • Footer Greeting - Add custom thank you message
  • Footer Description - Include additional footer text
  • Tax Rules - Configure GST, CGST, SGST in Settings → Tax Rules

Tip: Record payments immediately when received. This helps track cash flow and know exactly which customers have paid.

Best Practices for Billing

💡 Record Payments Promptly

Add payments as soon as you receive them to keep accurate records and know outstanding balances.

💡 Use Customer Credit

Accept advance payments and store as customer credit for future orders.

💡 Configure Tax Rules

Set up your GST/tax rules correctly in Settings so invoices include accurate tax amounts.

💡 Choose Right Bill Format

Select A4 for detailed invoices, A5 for compact bills, or thermal for quick receipts.

Frequently Asked Questions

Can I create an invoice without an order?
No, invoices are generated from orders. Create an order first, then generate the invoice from the order details page. This ensures all pricing, items, and customer details are properly linked.
How do I add GST/tax to invoices?
Go to Settings → Tax Rules to configure your tax rates. Once set up, taxes are automatically calculated and displayed on invoices based on order totals.
Can I edit an invoice after generating it?
Invoices reflect the order data at the time of generation. To change invoice contents, edit the order first, then regenerate the invoice. Previous versions are not stored.
What's the difference between customer bill and staff bill?
Customer bill (invoice) is what you give to customers showing items and amounts due. Staff bill shows work instructions for staff members.

What's Next?

Now that you understand billing, explore related features:

Reports & Analytics

View sales and financial reports

Learn More →
Settings

Configure billing settings and tax rules

Learn More →
Staff Management

Track staff earnings and settlements

Learn More →
11 min read
Duo Dev Technologies

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