Features / Invoicing

Invoicing

Raise a GST-correct invoice for your own clients without leaving Dexin. Type a trademark number and the proprietor becomes the billed party; official fees stay out of the taxable value where the law puts them; download Word or PDF from the same preview you approved.

Pro & Pro Max No Credits PDF + Word GST Ready Nothing Stored

What Invoicing is

A billing tool built for a trademark practice rather than a general-purpose invoice generator. It lives at Invoices in the top navigation and does one job well: turning the work already recorded in your portfolio into an invoice your client can pay.

Two tabs. Generate invoice builds one invoice and hands you the file. Preferences stores the things that never change — your firm identity, the services you bill most often, and your bank details.

Included with Pro and Pro Max at no extra cost. There is no per-invoice charge and it consumes no credits — raise as many as you like. It is not available on the free Spark plan.

How it works

  1. 1

    Set up your firm once

    In Preferences → Firm details, save your firm name, address, GSTIN, PAN, logo and signature. This becomes the letterhead on every invoice.

  2. 2

    Find the client by trademark number

    Start typing an application number or a mark name. Pick it from the list and the proprietor's name and address fill the Bill To block automatically. A client who is not in your portfolio can simply be typed in.

  3. 3

    Add the work

    Pick a saved service or type a line. Each line carries its own GST rate, quantity and optional discount, so a single invoice can mix taxed and untaxed work.

  4. 4

    Check the live preview, then download

    The preview updates as you type. The PDF and Word files are built from that exact preview, so what you see is what your client receives.

Official fees are never taxed

This is the part generic invoicing software gets wrong. Filing a TM-A is a professional fee and a government fee. The government fee is money you recover on your client's behalf as a pure agent — it is not your supply, and GST must not be charged on it.

Dexin keeps the two apart automatically. A saved service can carry both amounts, and picking it once drops both onto the invoice as a single item:

1. Filing application TM-A
Professional fees   ₹6,000.00  ·  taxable at 18%
Official fees   ₹4,500.00  ·  recovered as a pure agent, no GST
GST is charged on ₹6,000.00 only — not on ₹10,500.00
Official fees are excluded from the taxable value, never taxed, and totalled separately — so the invoice stands up to a client's accounts department and to your own CA.

GST handled properly

  • Per-line rates. GST is set on each line, not on the invoice, so mixed work bills correctly. A blank rate means that line carries no tax at all — which is not the same as 0%.
  • Same state or other state. One toggle decides how the tax is shown: CGST + SGST at half the rate each within a state, IGST at the full rate across states. It never changes the rate itself.
  • No GST at all. The default. A firm below the threshold, or one simply not charging tax on a particular bill, does not have to notice and undo a preselected tax treatment.
  • Rate-wise summary. The totals block states one row per distinct rate, the way a tax invoice is expected to.
  • Amount in words. Written in lakh and crore — never millions.
  • Round-off to the nearest rupee is shown as its own line.

Preferences — set up once, reuse forever

Preferences has four sections:

Firm details
Name, address, GSTIN, PAN, contact details, logo and signature, plus defaults for your invoice-number prefix, GST rate, SAC code, terms and notes. You can save more than one firm profile — useful if you bill through both an LLP and a proprietorship — and pick which one issues each invoice.
Saved services
Your rate card. Each entry holds a professional fee, an optional official fee, a GST rate, a default discount and a SAC code. One dropdown pick fills the whole line.
Payment accounts
Bank name, account number, IFSC, branch and UPI ID, printed in the invoice footer. Your first account becomes the default automatically.
Send feedback
Tell us what your invoice needs to show that it does not yet. This is how the tool has been shaped so far.

One invoice, many marks

Every line can carry its own mark name, application number and class, so one invoice can span as many trademarks as you need. When every item on the invoice is about the same mark, it is stated once as a subject line under Bill To rather than repeated on every row.

Nothing you invoice is stored

Dexin does not keep a copy of any invoice you raise. The file is built when you click and handed straight to you — your clients' billing details never sit on our servers.

You type your own invoice number. Because no invoice is stored, Dexin does not maintain a numbering series — a half-tracked counter would produce gaps that look like missing invoices to an auditor. Your saved prefix pre-fills the box; you supply the rest. Keep your own record of the files you download.

The only exceptions are your firm's own logo and signature, which belong to your firm rather than to any client and are stored privately to your portfolio so you do not re-upload them for every invoice.

What you get

  • PDF — A4, one page for a typical invoice, ready to email.
  • Word (.docx) — the same figures, editable if you need a one-off change.
  • Live HTML preview — the source both files are built from, so they can never disagree.

Who can use it

Invoicing is available on Pro and Pro Max. The Invoices tab is visible on every plan, but opening it on the free Spark plan shows an upgrade page rather than the tool.

Start invoicing from your portfolio

Log in and open Invoices in the top navigation.

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