InvoiceRadar User Guide

Everything you need to know to get started with InvoiceRadar. From creating your first invoice to advanced features and automation.

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Getting Started

Creating Invoices

Managing Clients

Payment Setup

Getting Started

Set up your InvoiceRadar account in just a few minutes

1

Create Your Account

Sign up for your free InvoiceRadar account. No credit card required to get started.

  • Visit the registration page
  • Enter your business email and create a password
  • Verify your email address
  • Complete your business profile
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2

Complete Business Setup

Add your business information to ensure GST compliance and professional invoices.

  • Business name and address
  • GSTIN (if applicable)
  • Upload your business logo
  • Set up invoice numbering format
  • Configure tax settings
3

Add Your First Client

Start by adding your first client to create professional invoices.

  • Navigate to Clients section
  • Click "Add New Client"
  • Enter client details and GSTIN
  • Save billing and shipping addresses

Creating Invoices

Learn how to create professional GST-compliant invoices

Invoice Types

Tax Invoice

For regular B2B transactions with GST

Export Invoice

For international sales with LUT support

Bill of Supply

For exempt or non-GST transactions

Quotation

For estimates and proposals

Quick Steps to Create Invoice

  1. Click "Create Invoice" from dashboard
  2. Select invoice type and client
  3. Add products/services with HSN codes
  4. Review tax calculations
  5. Add notes and terms if needed
  6. Save and send to client

Auto Tax Calculation

Automatic CGST, SGST, IGST calculation based on client location

HSN/SAC Codes

Built-in database of HSN/SAC codes for accurate classification

Professional PDFs

Generate professional PDF invoices with your branding

Managing Clients

Organize and manage your client relationships effectively

Client Information

Required Information

  • Client name and contact person
  • Email address and phone number
  • Billing address
  • GSTIN (if applicable)

Optional Information

  • Shipping address
  • Payment terms
  • Credit limit
  • Notes and tags

Client Features

  • View complete invoice history
  • Track total business value
  • Monitor payment patterns
  • Send invoices directly via email

Quick Actions

Payment Setup

Configure payment gateways to accept online payments

RZP

Razorpay Setup

For Indian payments

  1. Create Razorpay account at razorpay.com
  2. Complete KYC verification
  3. Get API Key and Secret from dashboard
  4. Add credentials in InvoiceRadar settings
  5. Test with a small transaction

Supports UPI, cards, net banking, and wallets

STR

Stripe Setup

For international payments

  1. Create Stripe account at stripe.com
  2. Complete business verification
  3. Get Publishable and Secret keys
  4. Configure in InvoiceRadar settings
  5. Test with international cards

Supports 135+ currencies and international cards

UPI QR Code Setup

Setup Steps

  1. Go to Profile Settings
  2. Add your UPI ID (e.g., yourname@paytm)
  3. Verify UPI ID is active
  4. Save settings

Benefits

  • Instant payments
  • No transaction fees
  • Works with any UPI app

Advanced Features

Unlock the full potential of InvoiceRadar

Recurring Invoices

Automate your billing for subscription clients with recurring invoices.

  • • Set weekly, monthly, or custom frequencies
  • • Automatic generation and sending
  • • Custom start and end dates
  • • Email notifications to clients

Custom Branding

Customize invoices with your brand colors and logo.

  • • Upload your business logo
  • • Choose brand colors
  • • Custom invoice templates
  • • Professional appearance

Reports & Analytics

Get insights into your business performance with detailed reports.

  • • Profit & Loss statements
  • • Tax liability reports
  • • Client-wise analysis
  • • Export to PDF/CSV

WhatsApp Integration

Share invoices directly via WhatsApp with payment links.

  • • One-click sharing to WhatsApp
  • • Pre-filled messages
  • • Include payment links
  • • Track delivery status

Frequently Asked Questions

Common questions about using InvoiceRadar

After setting up your account, go to the Dashboard and click "Create Invoice". Select your client, add products/services, and the system will automatically calculate taxes. Review and send to your client via email or WhatsApp.

Yes, all invoices generated by InvoiceRadar are fully GST compliant. The system automatically calculates CGST, SGST, and IGST based on your and your client's location. HSN/SAC codes are included for proper classification.

Go to Settings > Payment Gateways. For Razorpay, add your API Key and Secret. For Stripe, add your Publishable and Secret keys. Make sure to complete KYC verification with the payment providers before going live.

Yes, you can customize your invoices with your business logo, brand colors, and choose from different templates. Go to Settings > Invoice Settings to customize the appearance and add your branding elements.

Recurring invoices automatically generate and send invoices to clients at specified intervals. Set up the frequency (weekly, monthly, etc.), start date, and the system will handle the rest. You can pause or modify recurring invoices anytime.

Need More Help?

Our support team is here to help you succeed with InvoiceRadar

Email Support

Get help via email within 24 hours

support@invoiceradar.com

Live Chat

Chat with our team in real-time

Knowledge Base

Browse our comprehensive guides

Browse Articles

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