Choose the customer and invoice date.
Add items with quantity, rate, and discount details.
Check tax mode, GST rate, and total before save.
Save the invoice and open preview.
Read the preview once before you share it.
Use WhatsApp, print, or other share actions only after the preview looks correct.
If you find a mistake, correct it before sending the invoice.

Tip: Use consistent item names and units so reports stay clean later.

Important: If goods already moved through a challan, continue from the challan flow so stock is not counted twice.

A preview-first habit prevents many avoidable mistakes.