Frequently Asked Questions
In case you've supplied goods to your Customer, you'll need to issue a GST Tax Invoice on the same
or even before the day of delivery of those goods. Whereas, if you've delivered services, you have
30 days to issue a GST Tax Invoice to your customers.
You can create a free GST invoice format in Excel very easily using the steps
Step 1: Go to Microsoft Excel
When you go to Microsoft Excel, click on the "file" option,
and then click "new." Then, you'll need to double click the 'blank workbook' to be able to open a
Step 2: Remove Gridlines.
Simply click the 'view' tab, and uncheck the 'gridlines'
Step 3: Add the company Logo and other Details
Now, to make this excel sheet belong to
your company, add your company's logo and other important details such as name, address, contact
Step 4: Add customer details
You only need to perform this step once since Excel will
remember the customer details the next time. So, edit the sheet and add customer details
Step 5: Enter the Transaction Details
Now, add the transaction details wherein you
describe the goods/services that were sold with their price, quantity, total amount, etc. This way,
the Customer won't have to look into his records to confirm the transactions that were made.
Step 6: Provide Payment Details
Add your Bank details with your preferred payment option
and due date so that the ultimate purpose of the invoice can be served.
create a free GST invoice format in PDF, you need to use a few steps involved
in Word or Excel format. Use the following steps to do so:
Step 1: Go to Microsoft Excel/Word
As told earlier, you'll need Word or Excel to create a GST invoice format in PDF.
Step 2: Edit Columns, Tables, etc.
Insert tables like you did in Excel or Word and adjust it according to the requirements of the
Step 3: Enter Company Details
Now, enter the company's name, address, ZIP code, and email address of the company to the invoice.
Step 4: Add company logo
By adding the company Logo, the invoice looks more professional and is received well by the
Step 5: Enter Customer Details
Add Customer's name, phone number, email address, company address, and ZIP code to the invoice.
Step 6: Enter transaction details and bank details
Enter the transaction details and your bank account number, IFSC code, etc. to the invoice.
Step 7: Select 'File' and then choose 'download'
Choose the file from the main menu, and then click download from the drop-down menu that appears.
Step 8: Click on 'PDF Document'
Select 'PDF document' from the menu that appears on the screen.
Your invoice is now downloaded in PDF format in the device you're using.
In the same way that you created a GST invoice format in PDF and Microsoft
Excel, you can do it Microsoft Word as well. You need to follow the steps below:
Step 1: Go to Microsoft Word
You will need to go to Microsoft Word to create a blank word document.
Step 2: Insert Tables
The next step would be to insert tables by simply clicking on the 'insert' tab, and then clicking
on'table.' You're free to change the number of rows and columns as per your invoice requirements.
Step 3: Edit Columns
If your columns have extra space other than the entered details, it will look messy and
unattractive. So, adjust their size as per the details you need to mention
Step 4: Enter Important Details
Start with entering your company details, including its name, address, contact details, zip code,
etc. Then, enter the invoice date, payment due date, order numbers, date of purchase, etc.
Mostimportantly, enter your customer details wherein you mention the transaction details, the
quantity of goods/services sold, applicable GST tax, etc. Remember that you must keep the
calculations in handy since the word doesn't allow you to use formulas. Add your bank details too.
Step 5: Save the Word document