Skip to main content
Sales documents is the invoicing integration. It issues a document your business gives its own customer: an invoice, a GST bill, a quotation, a proforma invoice, a payment receipt, a delivery challan or a credit note — and sends the PDF on WhatsApp.
Not to be confused with Settings → Plan & billing, which is what you pay Watx.
Nothing here needs Razorpay, a store or any other integration. The first use case is a shop owner handing a bill to a walk-in who paid cash, and a clinic billing a consultation. The only thing required is your company details.

​
Switching it on

The card on the Integrations page opens the console at Integrations → Sales documents, with four tabs — Overview, Documents, Design and Settings — and a switch in the header. The switch is off for a new workspace. Turning it on lets documents be raised here, by an automation and from a store order. Turning it off stops new ones being created; it does not strand anything already issued — the list, marking paid, sending and the public link all keep working. The status beside the console title mirrors what the service checks, in order: The Overview tab is the same checklist in full: is it on, is there a legal name and address, GST mode or plain bills, what the next number looks like and how many the format allows, and whether a WhatsApp template is chosen. Switching it on or off and editing the company details are owner and admin work.

​
Company details

Settings tab. These print at the top of every document, and a copy is frozen onto each document as it is issued — changing them later never rewrites what you have already sent. Bank details print only while something is still owed. An account number on a settled receipt invites a second payment.

​
GST is a mode, not a requirement

Leave the GSTIN blank if you are not registered — below the threshold, not Indian, or simply not filing. Your documents are then plain bills titled INVOICE, with no HSN column, no tax columns and no rate summary. That is the common case and it is meant to look finished, not stripped. Set a GSTIN and the same documents become TAX INVOICEs with tax columns, and your state is filled in for you. With GST on:
  • Rates are per line, not per document — one bill legitimately carries 18% on one row and 12% on another.
  • Which tax depends on where. Your state and the place of supply the same → CGST and SGST, half each. Different → IGST at the whole rate.
  • A missing place of supply is refused, not guessed. Guessing would charge a local customer the wrong tax and file it against the wrong state, invisibly.
  • Default HSN/SAC code matters for automatic documents: Shopify sends no HSN code, so an invoice raised from an order uses this. Without it, those documents have an empty HSN column.
  • The GSTIN checksum is checked and warns; it never blocks you from saving.

​
The document types

The type decides the title, the wording, which columns appear, and which number series it draws from. Each type carries its own wording: “Quotation no.” rather than “Invoice no.”, “Valid until” rather than “Due”, or no second date at all. Every non-tax type prints a line saying it is not a tax invoice — a quotation that looks like one is how a quotation gets filed as one. A delivery challan drops the tax columns entirely: it accompanies goods, not money. A receipt, quotation, challan and credit note drop the balance, the PAID stamp and the bank details.
A document typed as a tax invoice prints as a plain INVOICE when the workspace has no GSTIN. Calling it a tax invoice while you are not registered would be a false statement on a financial document. Nothing is ever promoted the other way.

​
Numbering

A document number is a legal artefact: consecutive, unique within the financial year, and at most 16 characters. INV/2026-27/0042 is exactly 16, with nothing to spare. You control three things on the Settings tab:
  • Prefix — 1 to 8 letters or digits.
  • Digits — 0042 is four digits.
  • Include the financial year — INV/2026-27/0042. Required for GST; the numbering restarts each April.
The tab shows an example of your next number and how many documents the format allows — “Room for 9,999 invoices a year”. A prefix that overflows 16 characters is reported when you save the format, not three months later when a number cannot be issued. The financial year runs 1 April to 31 March and is evaluated in the invoice’s own time zone, so a bill raised at 6am on 1 April lands in the new year’s series. Each type keeps its own series. Quote ten jobs and win two, and your tax invoice series still has no holes. The prefix you set applies to the invoice series; receipts, quotations, proformas, challans and credit notes use their own (RCT, QT, PI, DC, CN). Numbers are only consumed at the moment a document is issued — an abandoned draft burns none, and a failed creation returns the number it took.

​
Statuses, and correcting a mistake

An issued document cannot be edited. What may still change is its status, the payment recorded against it, and whether it has been sent. A mistake is corrected the way GST requires — cancel it and issue a fresh one — never by editing. This is what makes the PDF safe to render on demand: re-opening an old document always reproduces exactly what the customer was given.

​
Where documents come from

  • By hand — the Documents tab. See Creating and sending.
  • Automations — the send_invoice step, from an order in context or from one line of tokens.
  • Store orders — the Send an invoice recipe on a connected store’s Messaging tab.

​
Next

Creating and sending

The four-step dialog, the customer picker, the preview, and how the PDF reaches WhatsApp.

Document design

Layouts, accent colour, density, paper size and the optional blocks.