New invoice creation: pick a client and the CRM offers everything billable right now — this cycle's retainer, project installments, pending add-ons, performance fees — already priced, SAC-coded and worded. Tick what to bill, combine onto one invoice, apply discounts, adjust advances. Validate this before we build.
1 The builder
Pick the client → tick what to bill
No more typing raw lines. The left panel lists this client's billable items pulled from their live services; the right panel is the invoice taking shape in real time.
New invoice · Skyline Builders
Client
Billable now · 4 of 5 selected
✓
Social media management Retainer
June 2026 cycle · SAC 998361
₹45,000
✓
Website revamp — on design approval Project · 25%
Installment 2 of 3 · SAC 998314
₹80,000
✓
3× festival reels Add-on
Pending · SAC 998361 · 10% off
₹15,000
✓
Meta ads — performance fee Performance
June · 15% of ₹1,20,000 spend · SAC 998361
₹18,000
Setup fee — Social media Setup
Already billed on CS/26-27/0007
₹25,000
+ Add a manual line · + Add a reimbursement (cost passed to client)
Invoice discount
Due
Adjust advance received — ₹1,60,000 (RV/26-27/0003) on Website revamp will be deducted on this invoice.
CreatiSoul
GSTIN 27AA?CS...1Z2 · Maharashtra Place of supply: Maharashtra (27)
Tax Invoice
CS/26-27/0042 Issue 18 Jun · Due 1 Jul
Description
SAC
Rate
Disc
Amount
Social media management retainer
June 2026 · 8 creatives + weekly reporting
998361
45,000
—
45,000
Website revamp — on design approval
Project installment 2 of 3 (25%)
998314
80,000
—
80,000
3× festival reels
Ad-hoc add-on
998361
15,000
10%
13,500
Meta ads — performance fee (June)
15% of ₹1,20,000 ad spend
998361
18,000
—
18,000
Subtotal₹1,56,500
Invoice discount−₹5,000
Taxable value₹1,51,500
CGST @ 9%₹13,635
SGST @ 9%₹13,635
Invoice total₹1,78,770
Less: advance received (RV/26-27/0003)−₹1,60,000
Balance due₹18,770
Ticking a billable item also marks its source as invoiced (the retainer cycle, the installment, the add-on, the performance period) — so nothing gets double-billed and the project/collected views stay in sync.
2 Presets do the typing
SAC codes + descriptions per service line
Each service line carries its SAC code and a description template; invoices fill them in (you can still edit any line). Set once in Service Lines, correct everywhere.
Service line
SAC
Description template
Web development
998314
{project} — {milestone}
Social media
998361
Social media management retainer — {month}
Meta / Google ads
998361
{platform} ads management — {month}
SEO
998314
SEO retainer — {month}
Video / creative
998386
{deliverable}
SAC codes above are common defaults — please confirm yours. Tell me the exact SAC per service and I'll lock them into the presets.
3 The document (PDF — phase 2)
A cleaner, branded invoice
After the builder, we redesign the PDF: a proper header/logo band, the same SAC-coded lines, discount + advance-adjustment rows, HSN/SAC summary, amount in words, bank/UPI block, and a clear Balance due. Direction below.
CreatiSoul
Creative & marketing · GSTIN 27AA…1Z2
TAX INVOICE
CS/26-27/0042 · 18 Jun 2026
Bill to Skyline Builders GSTIN 27AABL…1Z5 · Maharashtra
Place of supply: Maharashtra (27) Due: 1 Jul 2026 (Net 15)
#
Description
SAC
Rate
Disc
Amount
1
Social media management retainer — June 2026
998361
45,000
—
45,000
2
Website revamp — on design approval (25%)
998314
80,000
—
80,000
3
3× festival reels (add-on)
998361
15,000
10%
13,500
4
Meta ads — performance fee (June)
998361
18,000
—
18,000
Subtotal₹1,56,500
Discount−₹5,000
CGST 9% / SGST 9%₹27,270
Total₹1,78,770
Less: advance (RV/26-27/0003)−₹1,60,000
Balance due₹18,770
In words: Eighteen Thousand Seven Hundred Seventy Rupees Only · Bank: HDFC …4521 · IFSC HDFC0000123 · UPI creatisoul@hdfc
★ What changes
Build from services — the builder offers the client's billable retainer cycle, project installments, add-ons, performance fees & setup as ready lines; tick to add.
One consolidated invoice — many services, one bill, one GST calc, one payment to chase.
SAC + descriptions auto-filled from per-service-line presets (editable).
Discounts — per line and whole-invoice, GST on the discounted value.