Understanding Your Invoice (PI vs INV)

{{COMPANY_NAME}} uses two types of invoices: Proforma Invoices (PI-) and Tax Invoices (INV-). Understanding the difference is important for your financial records and GST compliance.

What Is a Proforma Invoice (PI-)?

A Proforma Invoice is a preliminary bill generated when:

• You place a new order
• A renewal invoice is generated before the due date
• You request an upgrade or add-on

Key Characteristics of PI Invoices:

• Prefixed with PI- followed by a number (e.g., PI-10234)
• Represents an amount due — it is a request for payment
• Not a valid tax document — cannot be used for GST input credit
• Generated before payment is received
• Status will show as Unpaid or Payment Pending

Tip: A Proforma Invoice is essentially a "pay this amount" notice. It becomes a Tax Invoice only after successful payment.

What Is a Tax Invoice (INV-)?

A Tax Invoice is the official receipt generated after payment confirmation:

Key Characteristics of INV Invoices:

• Prefixed with INV- followed by a number (e.g., INV-8821)
• Generated after successful payment
• Valid tax document — can be used for GST input credit claims
• Contains complete GST details:

- {{COMPANY_NAME}} GSTIN

- Your GSTIN (if provided in your profile)

- CGST and SGST (for intra-state) or IGST (for inter-state)

- HSN/SAC codes for each line item

• Status will show as Paid

Invoice Lifecycle

Here is how the invoicing process works:

1. Order Placed / Renewal Due → Proforma Invoice (PI-) generated with status Unpaid
2. Payment Initiated → Status changes to Payment Pending
3. Payment Confirmed → Tax Invoice (INV-) generated with status Paid
4. Tax Invoice Emailed → Sent to your registered email address

GST on Your Invoice

All {{COMPANY_NAME}} services attract 18% GST (Goods and Services Tax):

Adding Your GSTIN

If you are a business and want to claim GST input credit:

1. Go to Account Settings in the Client Portal
2. Enter your GSTIN in the appropriate field
3. Your GSTIN will appear on all future invoices
4. Existing paid invoices cannot be modified — contact support if you need corrections

Viewing and Downloading Invoices

1. Log in to your Client Portal at {{SUPPORT_URL}}/client
2. Click Invoices in the main navigation
3. You will see a list of all invoices with:

- Invoice number (PI- or INV-)

- Date generated

- Amount

- Status (Paid, Unpaid, Payment Pending, Cancelled)

1. Click on any invoice to view details
2. Click Download PDF to save a copy for your records

Tip: Always download the INV- (Tax Invoice) version for your accounting and GST filing purposes, not the PI- version.

Troubleshooting

• Only see PI- invoice, no INV-? The Tax Invoice is generated after payment confirmation. If you have paid but do not see an INV- invoice, wait 15 minutes and refresh. If it still does not appear, contact support.
• GSTIN not on invoice? Add your GSTIN in Account Settings. It will apply to future invoices. For existing invoices, contact support.
• Need a revised invoice? Contact support with the invoice number and the correction needed.
• Invoice amount seems wrong? Check if GST (18%) has been added. Also verify the billing cycle — annual invoices will show the full year's amount.

Related Articles

• How to Pay an Invoice via Razorpay
• How to Pay via UPI / Net Banking / Credit Card
• What to Do If Payment Shows Pending

Need help? Contact our support team at {{SUPPORT_URL}}/client/support.