Creating Invoices

Omako supports two types of invoices: project invoices (linked to a specific project) and standalone invoices (independent of any project).

Creating a Standalone Invoice

Go to Invoices → New invoice. Fill in the details across three tabs:

Details Tab

Field	Notes
Title	The invoice name, shown on the document (e.g. Website Design — Phase 1)
Client	Select the client this invoice is for
Invoice number	Auto-generated (e.g. INV-0042) or enter a custom number
Issue date	The date the invoice is raised
Due date	The payment deadline
Currency	Currently INR (₹)

Line Items Tab

Add one or more line items. Each has:

• Description — what you're charging for
• Quantity — number of units
• Unit price — rate per unit
• Tax rate — percentage applied to this line item

Omako calculates the line total, subtotal, tax, and grand total automatically. You can also add a discount (flat amount or percentage).

Payments Tab

Set the invoice's current payment status and add any payment records. See Tracking Payments → for details.

Creating a Project Invoice

From a project's Invoices tab, click New invoice. Omako pre-fills the client and lets you select which milestones the invoice covers. The rest of the process is the same as above.

Invoice Number

Omako auto-generates sequential invoice numbers (e.g. INV-0001, INV-0002). You can override this with a custom number if your existing numbering scheme requires it.

TIP

If you need to match your existing invoice numbering, set the number manually on your first invoice. Omako will continue sequentially from there.

Generating a PDF

Click Download PDF on any invoice to generate a formatted PDF document. The PDF includes your workspace branding, full line items, GST breakdown, and payment details.

Sharing with a Client

Click Send to client to share the invoice via a unique link (e.g. my.omako.app/i/abc123). The client can view the invoice in their browser and print or save it as a PDF. See the Client Invoice View section below.

Client Invoice View

The client link opens a clean, branded invoice showing:

• Your workspace name and logo
• Your GST number and PAN (if set)
• Client business name and GSTIN
• Invoice number, issue date, and due date
• Line items with descriptions and amounts
• Full GST breakdown (IGST or CGST/SGST)
• Total amount due and payment status

The client cannot edit anything — it is read-only.

Editing an Invoice

Invoices in Draft or Sent status can be edited freely. Once marked as Paid, the invoice is locked and cannot be changed.