The short answers to the questions we hear most. If yours isn't here, try Ask AI in the app, see Troubleshooting, or contact us.
Phone navigation
The updated phone layout uses Home, Invoices, Customers and More, whether or not a business type is selected. Your role controls which areas you can open. Use More → Settings for settings and More for Payments, Projects and other permitted tools. Older installed releases may still show five or six tabs, including Profile; changing a business type does not update an installed app.
The basics
What is InvoiceKaro?+
A GST invoicing and billing app for Indian small businesses: shops and traders, freelancers, agencies and MSMEs. Create GST invoices, bill walk-in customers with Quick Bill, send quotations, keep your product catalogue, stock, purchases and expenses, and get paid straight into your own UPI or bank account. For milestone work there's Projects. More in What is InvoiceKaro?
Do I need to install anything? Does it work on my phone?+
No installation is needed. Open invoicekaro.com/app in the browser on your computer or phone. On a computer you get a menu on the left and a top bar; on a phone you get tabs along the bottom and a floating Quick Bill | Invoice button.
The app looks different. Where did everything go?+
InvoiceKaro was redesigned. What's new in the redesign has a table of where everything lives now, on a computer and on a phone.
Where are Settings on my phone?+
In More → Settings. It has the same settings as Settings on a computer, as cards: Business type, Plan & billing, Appearance & language, Invoice template, Business profile, Payments & UPI, Offline billing, Data & backup (owner only), Account and Support & legal.
What is Projects?+
Projects is for project and milestone work. For each milestone you attach proof of what you delivered, send the client a secure link to approve it, raise the invoice and schedule reminders. If a payment stalls, you can export an evidence pack PDF with the whole record. The Projects list opens by default. Roles with analytics access also have Overview, which summarizes what clients owe. See Projects: get paid with proof.
Trial, plans and sign-in
Is there a free trial?+
Yes. Every new account starts with a 14-day free trial, with no card needed. The trial covers 3 customers, 5 invoices a month and 30 AI actions a month. After that, buy Starter, Professional or Enterprise for 30 or 365 days. See Plans, trial & upgrading and the pricing page.
Will my plan renew automatically?+
No. Each purchase is a one-time payment for 30 or 365 days, and nothing renews by itself. Settings → Plan & billing shows the date your access runs until. When it ends, the account owner can choose Renew access.
How do I see how many invoices I've used?+
On a computer, the plan card at the bottom of the left menu shows it, for example
27 / 50 invoices. Settings → Plan & billing (on a phone, the Plan & billing card in More → Settings) shows a line such as 27 of 50 invoices used this month. Every invoice you create in the calendar month counts, drafts and Quick Bill sales included, and the count starts again on the 1st.What happens when my trial or plan ends?+
Your existing records remain available. You can still sign in and view the invoices, customers and settings your role allows, but creating, sending and AI are paused until you buy access again. A red banner appears at the top of the app, and the account owner can click View plans there. See Plans, trial & upgrading.
I didn't get my OTP. What now?+
Codes are 6 digits and valid for 5 minutes. A phone code arrives on WhatsApp, so the number must be on WhatsApp. After about 30 seconds you can tap Resend WhatsApp OTP (or Resend Email OTP). Email codes come from noreply@invoicekaro.com, so check spam too. More fixes in Troubleshooting.
Can I sign in with email instead of my phone?+
Yes, if your account has an email address. On the login screen choose Email instead of Phone, enter your address and tap Email me a code. Your sign-in details are shown in Settings → Business profile. You can't change them in the app, so contact support to add or change one.
Invoices and GST
How does InvoiceKaro work out GST?+
You pick a GST rate on each line. InvoiceKaro then compares the invoice's Place of supply with your business state: the same state means CGST + SGST, a different state means IGST. The form tells you which applies, for example Intra-state · CGST + SGST. See Creating a GST invoice.
How are invoice numbers given?+
Each financial year (1 April to 31 March) has its own consecutive series. For FY 2026-27 that's
INV-2026-0001, INV-2026-0002 and so on, still INV-2026-… from January to March 2027. Leave Invoice # blank and InvoiceKaro takes the next free number. See Invoice statuses & numbering.Can I edit an invoice after I've sent it?+
No. Drafts are fully editable, but once an invoice is issued (sent, or marked as sent) it's locked, so your copy and your customer's stay the same. If it's wrong and no payment has been recorded, choose Cancel invoice from its ⋯ menu, give a reason, and create a corrected invoice. See Managing invoices.
What's the difference between sending an invoice and Mark as sent?+
A successful Send invoice delivery by email or SMS shares the invoice link and issues the draft. The current WhatsApp template sends an alert without the link; that alert alone does not issue it. Mark as sent issues a draft after you have shared its PDF or printed copy yourself. Issuing locks the invoice and adds it to receivables, GST figures and reminders.
Why isn't my new invoice in Outstanding?+
It's probably still a draft. Drafts never count as money owed. Send it, or use Mark as sent, and it joins your receivables. The Drafts chip in Invoices lists every draft you haven't issued yet.
Can I delete an invoice?+
Only a draft: choose Delete draft from its ⋯ menu. Issued invoices are kept for your records and GST, so cancel them instead. Deleting a draft doesn't give its number back to the series.
Can I make quotations?+
Yes. Open Quotations in the left menu or More → Quotations (on a phone, More → Quotations). Quotes are numbered
QT-2026-0001 onwards and move from draft to sent to accepted, and then you convert them into an invoice. See Quotations.Getting paid
How do my customers pay, and does the money come to me directly?+
Yes, directly. Every issued invoice has a pay link. The pay page shows a UPI QR with the balance filled in, a Pay … via UPI app button, your UPI ID, and your bank details for NEFT, IMPS or RTGS. UPI and bank transfers go straight into your own account. See How your customers pay.
Will InvoiceKaro know when my customer has paid?+
Not for UPI or bank transfers: the money goes straight to you, so InvoiceKaro doesn't see it arrive. When it lands, click Mark as paid on the invoice, or use Record payment on the Payments page for a part-payment. See Recording payments.
Where do I add my UPI ID or bank account?+
In Settings → Payments & UPI (on a phone, the Payments & UPI card on More → Settings). Click Edit, add your bank account and UPI ID, and click Save payment details. See Set up how you get paid.
Language, look and AI
Can I use InvoiceKaro in Hindi?+
Yes. Click EN / हिं in the top bar (on a phone, the हिं button in the header), or choose the language in Settings → Appearance & language. The choice applies to the device you're using.
Is there a dark mode?+
Yes. Go to Settings → Appearance & language (on a phone, More → Settings → Appearance & language) and under Theme choose System, Light or Dark. System follows your device. See Appearance.
What can Ask AI do?+
Answer questions about your business using the page you have open, such as who to chase first or a summary of unpaid invoices, and draft a reminder you can send. Each question counts towards your plan's monthly AI allowance. See The AI assistant.
Offline billing and saved data
Can I bill without internet?+
Yes, after preparing that browser while online with Settings → Offline billing → Enable offline billing (on a phone, More → Settings → Offline billing). You can save new invoice drafts and Quick Bill cash sales using saved customers and products. Final numbers, online payments, sharing and live stock checks need a connection. See Offline billing.
Will my bills sync while the browser is closed?+
Keep InvoiceKaro open, or reopen it when connected. Pending bills sync automatically while the app is open or when you return to it. Sync now also retries bills marked Needs review. If your session has expired, sign in online again to the same account.
Where are my offline bills saved?+
In browser-managed storage called IndexedDB, within the browser profile you used. There is no Downloads file or folder to choose. Existing saved bills migrate automatically and retain their local references and account. Another device, browser profile or app web address has its own saved data.
Does the Device storage meter show how much space my bills have left?+
It shows the browser's estimated usage and allowance for the whole site, including saved app files. This allowance can change and is not reserved for bills. Protect saved data asks the browser to reduce the risk of automatic cleanup; it may decline. Even with protection, clearing site data can erase unsynced bills.
How many bills can I save offline?+
Up to 200 unsynced bills. Sync them before reaching the limit. The 20 most recently synced device copies are kept locally; their normal invoice records remain in your account online.
Can I log out or clear the cache to fix a sync problem?+
Do not clear InvoiceKaro's site or app data while bills are waiting to sync. Logging out hides saved bills until you sign in online again to the same business and staff account in the same browser. Read the error, try Sync now, and contact support if it persists. Keep the saved bill instead of entering the sale again.
MSME and your data
What's the MSME 45-day rule?+
If you're a registered micro or small enterprise, the MSMED Act limits how long a buyer can take to pay you: an agreed payment period can't be more than 45 days from when they accept the goods or services. It can also give you interest on late payment and a route to the government's MSME Samadhaan portal. InvoiceKaro doesn't decide whether the Act applies to you or calculate interest. Projects marks invoices 45 or more days overdue as Critical, and an evidence pack gives you the record. See MSME protection, and talk to a professional before formal recovery.
How is my account protected?+
There's no password to leak: you sign in with a one-time code on WhatsApp or email, and a sign-in lasts up to 7 days. Pay, portal and approval links expire and can be revoked. Team members only see what their role allows. Deleting your account needs a fresh code and typing
DELETE to confirm. For privacy questions, email privacy@invoicekaro.com. See Data, security & privacy.Can I export my data?+
Yes. The owner can open Settings → Data & backup (on a phone, More → Settings → Data & backup) to download a JSON business archive or Customers, Products, Invoices and Payments CSVs. The Invoices list, Quotations and Payments reports still have their summary exports, and invoice PDFs remain available. The archive is not an automatic account restore. See Data, backups & migration.
Can I move records from Vyapar, Zoho or another app?+
The owner can import supported customers, products, item-level invoices and dated payments from UTF-8 CSV files, up to 2 MiB and 1,000 data rows each. Download the matching template, map columns, preview and confirm. Export or convert files from the original app first; native vendor backups, ZIPs, Excel workbooks and summary-only invoices cannot be uploaded directly. See Data, backups & migration.
Tip
Still stuck? Ask AI in the top bar (the sparkle button on a phone) answers from the data on your screen, and is often the fastest route. Otherwise see Contact & Support.