Invoicing

Creating an invoice

Go to Finance → Invoices → New Invoice. Select the company or contact, add line items with HSN/SAC codes, and set the tax rates. Oris Work automatically calculates CGST + SGST for intra-state transactions and IGST for inter-state.

GST compliance

Oris Work applies Indian GST rules:

• Intra-state: CGST + SGST (e.g. 9% + 9% for 18% GST)
• Inter-state: IGST (e.g. 18%)
• Reverse charge: mark items as RCM where applicable
• Invoice number format: configurable prefix + sequential number (e.g. INV-2024-001)

Sending the invoice

Click "Send Invoice" to email it directly to the client. The email uses your workspace branding. The client receives a PDF attachment and an online view link where they can also pay online (if a payment gateway is configured).

Payment terms

Set default payment terms on a company (Net 30, Net 60, etc.) from the company profile. These auto-populate when creating an invoice for that company.

Recurring invoices

Set any invoice as recurring to auto-generate and send it on a schedule (weekly, monthly, quarterly). Go to the invoice and toggle "Recurring" to configure the frequency and end date.

Invoice PDF

Every invoice generates a professional PDF with your firm name, address, GSTIN, bank details, and your logo (upload in Settings → Branding). PDFs are also auto-attached to sent emails.