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Umikflow

Invoices

Create Professional Invoices for Your Business

Build a tax invoice from products or services, quantities, prices and tax settings you control. Choose an invoice look on your profile, then print or download a PDF. Outstanding-balance reminders stay a different workflow.

Two related jobs

A tax invoice is not a payment reminder

Both live in Umikflow. They answer different questions, and mixing the copy would mislead you.

Create an actual invoice

A tax invoice lists what you sold: items, quantities, unit prices, tax (if you use it), taxable amounts and a total. It names the customer, carries an invoice number, and is meant to be printed or saved as a PDF. Invoice designs belong to this document — they change how that page looks, not the WhatsApp follow-up.

That is the job of this page and of billing and invoicing in the workspace.

Remind a customer about a balance

A payment reminder is built from the client ledger: who the customer is, the fee you agreed, payments recorded, and the outstanding amount. WhatsApp opens with that message filled in; you press send.

See payment tracking and WhatsApp payment reminders.

Invoice creation

Multiple products or services on one bill

Open a new invoice, pick a customer, then add lines the way you would in a simple items table. Each line is a product or service with quantity and unit price. Tax columns appear when tax is enabled.

  • Several items on one invoice, not a single lump-sum line.
  • Optional HSN/SAC on each line when you need it.
  • Customer name, phone, address and Tax ID from the customer record.
  • Your shop name, address, Tax ID, logo and UPI or bank details from your profile.
Example invoice design: Classic GST (GST & trade). Illustrative data — not a customer bill. Available designs may change.

Invoice designs

Choose a professional invoice look

The workspace currently includes 100 invoice looks. Pick the layout you prefer. The same invoice engine still calculates line items, taxes, and totals.

Each look is a visual layout for the tax invoice: header, parties, item table, totals and frame. Choose one under Look of the bill on your business profile, with an accent colour. New invoices use that design. An issued invoice keeps the layout it was saved with.

The design does not set the tax rate, turn taxes on or off, or choose inclusive versus exclusive pricing. Those remain invoice and profile settings. Names in the picker such as Modern or Retail describe visual style, not a different tax engine, and they are not an official tax format.

These are in-app invoice layouts, not Word, Excel or Canva files to download, and not WhatsApp reminder wording. Available designs may change as the catalog is updated. The examples below are representative; they are not the full set.

  • Example invoice design: Classic GST (GST & trade). Illustrative data — not a customer bill. Available designs may change.
  • Example invoice design: Kirana shop (Retail). Illustrative data — not a customer bill. Available designs may change.
  • Example invoice design: Professional (Professional). Illustrative data — not a customer bill. Available designs may change.
  • Example invoice design: Nova (Modern). Illustrative data — not a customer bill. Available designs may change.
  • Example invoice design: Monaco (Luxury). Illustrative data — not a customer bill. Available designs may change.
  • Example invoice design: Brooklyn (Creative). Illustrative data — not a customer bill. Available designs may change.

Tax Settings

Tax-inclusive and Tax-exclusive pricing

You choose the rate and the mode. Umikflow does the arithmetic. It does not tell you which rate applies to your goods or services.

Tax-exclusive

The price you type is taxable. Tax is added on top. At 10% tax on $1,200:

$1,200 + $120 Tax = $1,320

Taxable value stays ₹1,200. The customer pays ₹1,320.

Tax-inclusive

The price you type already contains tax. Umikflow splits taxable value and tax out of that total. At 10% tax on $1,200:

Taxable ≈ $1,090.91 · Tax ≈ $109.09 · Total $1,200

The customer still pays $1,200. Tax is not added a second time.

GST can also be turned off. Then the invoice hides GST columns and Tax ID. Optional round-off to the nearest rupee is a profile setting, not a tax rule. Changing the invoice look does not change any of these tax settings.

What goes on it

Invoice totals, customer details and number

The document is assembled from the invoice you are editing and the business profile you already filled in.

Line items

Add several products or services on one invoice. Each line has a name, quantity, unit price, optional and a tax rate you choose.

Global Taxes (Sales Tax, VAT, GST)

Turn taxes on or off, pick a rate, and choose whether prices already include tax or tax is added on top. Umikflow does not decide which rate the law requires.

Invoice identity

Each tax invoice gets a number from your workspace, plus the customer name, address and Tax ID when you store them, and your business details from your profile.

Invoice designs

Choose from 100 invoice looks on your profile. The design changes layout. Tax rate and inclusive or exclusive mode stay separate settings.

Print and PDF

Preview the A4 page, print it, or download a PDF. Extra items continue onto a second sheet. The file is not stored in Umikflow after you download it.

Print and PDF

Preview, print or download — PDFs are not stored

Approve the page on screen, then print or save a file. Extra lines continue to a second A4 sheet instead of being clipped.

  1. 1. Preview

    The invoice renders at A4 proportions in the workspace so you can check items, taxes and totals before producing a file.

  2. 2. Print

    Print uses your browser. What you see on the page is what goes to the printer.

  3. 3. Download PDF

    Save an A4 PDF to your device, then send it yourself if you need to. Umikflow does not keep a copy of that file.

Payment tracking

Invoices and outstanding balances stay separate

You can use both in one workspace. They do not overwrite each other.

Tax invoices are documents for what you billed, with taxes on the lines. Outstanding balances live on the client file: agreed fee minus recorded payments. Creating or printing a tax invoice does not change dashboard outstanding, and logging a payment does not rewrite an issued invoice.

When money is late, WhatsApp payment reminders quote the ledger figures. If the customer needs the formal bill, send the PDF you downloaded.

Limits

What this invoice maker does not do

Useful edges, stated plainly.

  • It does not file tax returns or choose the legally required GST rate for you.
  • It is not inventory or stock software, and not a general ledger.
  • It does not process card payments or add a pay-now link to the PDF.
  • It does not send WhatsApp messages for you. Payment reminders are a separate, review-then-send flow.
  • Invoice looks are in-app layouts. They are not Word or Excel files, and not a tax-return format.

Questions

Invoice questions

Can Umikflow create invoices?
Yes. You can create tax invoices with multiple products or services, quantities, unit prices, Tax rates you configure, customer details and an invoice number. You can print the page or download an A4 PDF.
Can I add multiple products to an invoice?
Yes. A tax invoice can hold several line items. Each line is its own product or service with quantity and unit price. Saved item names can be reused on later invoices.
Can I add Sales Tax, VAT, or GST to an invoice?
Yes, when taxes are enabled in your settings. You choose the rate for the invoice or for individual lines. Taxes can be switched off entirely if a bill should not show tax columns.
Can invoice prices include tax?
Yes. In tax-inclusive pricing, the amount you type already contains tax. Umikflow separates the taxable value and the tax from that total instead of adding it again. Example at 10% tax: $1,200 inclusive is $1,090.91 taxable and $109.09 tax; the customer still pays $1,200.
Can invoice prices exclude tax?
Yes. In tax-exclusive pricing, tax is calculated on top of the taxable price you enter. Example at 10% tax: $1,200 exclusive plus $120 tax is $1,320 payable.
Can I print an invoice or download a PDF?
Yes. Print uses the browser print dialog. Download writes an A4 PDF to your device. You can then send that file yourself — email, WhatsApp, or however you already share documents. Umikflow does not store the PDF.
Is a tax invoice the same as a payment reminder?
No. A tax invoice lists products or services, taxes, and a total. A payment reminder is a WhatsApp message about the outstanding balance on a client file (agreed fee minus recorded payments). They live in the same workspace and stay separate records.
Does creating a tax invoice change dashboard outstanding?
No. Outstanding balances come from the client ledger: agreed fee minus payments you record. Tax invoices do not post to that balance. Record a payment on the client file when money arrives.
Does Umikflow automatically choose the legally required tax rate?
No. You set the rate. Umikflow calculates taxes from the rate and the inclusive or exclusive mode you picked. It does not file tax returns or give tax advice.
Does Umikflow offer invoice templates or designs?
Yes. Umikflow currently includes 100 invoice looks — professional layouts you pick in invoice appearance settings on your profile. A look changes header, table and frame styling. The same invoice engine still handles line items, totals, tax settings, print and PDF. Available designs may change as the catalog is updated. These are not downloadable Word, Excel or Canva stationery, and they are not WhatsApp message templates.
Can I choose an invoice design?
Yes. Invoice appearance lives on your profile, not as a separate public gallery. Choose a look and an accent colour, save, then create an invoice. Taxes on/off, rate and inclusive or exclusive mode stay tax settings — switching from a “Modern” look to a “Creative” look does not change the tax arithmetic. Issued invoices keep the template stored on that document.
Do invoice designs control taxes?
No. Catalog categories such as “Modern” or “Retail” describe visual style, not a different tax engine. You turn taxes on or off, set the rate, and choose inclusive or exclusive pricing. Umikflow calculates from that configuration. It does not treat any look as a legally approved tax format, and it does not file GST returns.
Are invoice designs the same as WhatsApp reminder templates?
No. They share the word “template” and nothing else. Invoice looks belong to tax invoices you print or download. WhatsApp reminder templates belong to outstanding-balance follow-ups you review and send. A design does not write a chat message, and a reminder does not choose an invoice layout.

Related

Keep reading

Billing and invoicing features

How invoices sit next to clients, payments and reminders.

Read more

Payment tracking

Where outstanding balances come from, and how they differ from tax invoices.

Read more

WhatsApp reminders

Follow up on an outstanding balance without rebuilding the figures.

Read more

How it works

The workspace journey from customers to invoices, payments and reminders.

Read more

Managing client invoices

When to send a document, and how to keep it consistent with your records.

Read more

Invoice, defined

Tax invoices, billing documents, and how they differ from reminders.

Read more

Create a free workspace and issue your first invoice — currently free to start, no card required.

Ready to take control of your client billing?

Create invoices, record payments, and follow up on outstanding balances — then send a WhatsApp reminder when you need to.

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