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. The invoice opens on a single page, already prefilled with your saved defaults (currency, payment terms, due date, and tax setup) so you can start from your usual setup. You only need to fill in what changes from one invoice to the next.

The essentials

At the top of the page, set:

Field	Notes
Title	The invoice name, shown on the document (e.g. Website Design — Phase 1)
Client	Select the client this invoice is for. Don't have them yet? Choose Add new client right from the dropdown
Issue date	The date the invoice is raised (defaults to today)
Due date	The payment deadline (defaults from your saved terms, e.g. Net 30)
Project	Optional — link the invoice to a project

Line items

Add one or more line items. Each has a description, quantity, rate, and an automatically calculated amount.

If your workspace is GST-registered, pick the GST rate for the invoice next to the line-items heading — it applies to every line. Omako calculates the subtotal, GST, and total for you in the summary on the right. You can also add a discount.

Pick a saved item from the Item name dropdown to auto-fill its HSN/SAC, GST rate, rate, and description, or add a new one inline. See Item Ledger →. Each line also has its own Add description for client-facing notes.

Tax & GST settings (advanced)

Most invoices need nothing more than the GST rate above. When you need finer control, open Tax & GST settings to:

• Choose the supply type (IGST, CGST + SGST, Export, or Nil) — or let Omako auto-detect it from your and your client's GST details
• Set the country of supply
• Turn on the Composition Scheme (no GST charged to the client)
• Edit per-line HSN/SAC codes and individual GST rates in the line-items table

This section only appears for GST-registered workspaces.

Notes & terms

Open Notes & terms to add:

• Terms & conditions — shown on the invoice
• Internal notes — for your eyes only, never shown to the client
• Additional notes — shown to the client (e.g. LUT/export declarations, payment instructions)

When you're done, click Save.

Set your defaults once

To stop re-entering the same currency, terms, GST rate, and due date on every invoice, set them under Settings → Invoicing → New invoice defaults. New invoices also remember the choices from your most recent invoice.

Creating a Project Invoice

From a project's Invoices tab, click Generate 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/001, INV/002) using the format you set under Settings → Invoicing. The number is shown on each saved invoice.

Generating a PDF

Click Download PDF on any saved 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 invoice to share it via a unique link (e.g. my.omako.app/i/abc123). Your client signs in with a code sent to their email, then views the invoice in their browser and can print or save it as a PDF.

Because the invoice shows your bank details and UPI ID, only the client you invited can open it — a forwarded link will not work for anyone else.

Recording Payment & TDS

When the client pays, open the invoice and click Mark as paid. If the client deducted TDS on the payment, turn on Client deducted TDS and pick the rate — Omako works out the net amount received for you. See Tracking Payments → for details.

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.