How to Create and Send Professional Invoices with Finova

Creating a professional invoice in Finova takes less than 2 minutes. From custom templates to automatic payment reminders, here's how to get paid faster using Finova's invoicing module.

Step 1: Create a New Invoice

From your Finova dashboard, go to Sales → Sales Invoices → New Invoice. Select your customer from the list (or add a new one), set the invoice date and due date, then add your line items.

Step 2: Add Products/Services

Each line item pulls from your Finova inventory or service list. The rate, tax, and total are calculated automatically. You can add discounts at the line level or as an overall invoice discount.

Step 3: Apply Tax Configuration

Finova supports GST, Sales Tax, and VAT configurations. Select the applicable tax from your pre-configured tax codes and Finova calculates the tax amount and grand total automatically — fully compliant with your local tax authority requirements.

Step 4: Choose Your Template

Finova offers 5 professional invoice templates. Select the one that matches your brand, add your logo, and customize colors. Your template is saved for future invoices.

Step 5: Send and Track

Send the invoice directly from Finova via email. The customer receives a professional PDF with a payment link. Finova tracks when the email was opened and marks the invoice as paid when payment is received.

• ✓Automatic payment reminders — 7 days, 3 days, and on due date
• ✓WhatsApp invoice sharing (beta)
• ✓Multi-currency invoicing — 150+ currencies supported
• ✓Recurring invoices — set up once, auto-generate monthly
• ✓Bulk invoice creation from delivery challans