Leadnote invoices, GST tax invoices and billing info

Leadnote issues an invoice for every payment you make for a plan or for Leadnote AI credits. You find them under Settings, View invoices. These are Leadnote's invoices to you. The invoices you send to your own customers are in the sales tools, covered in create an invoice.

Open the Billing Invoices page

Open Settings and select View invoices. The Account Owner and Managers can open it. The page has three tabs.

The Invoices tab

Each row shows the invoice number, date, plan, users, months, the period from and to, payment details, currency, amount, tax percentage, tax and total. The plan and payment columns show icons. Hover over one to see the plan, users and months, or the payment method, date and reference. A TOTAL row adds up the amounts for the rows shown, or says "Mixed" if the rows use different currencies.

To filter, set "Sub. from" and "Sub. to" dates and select "Apply filter". Select "Clear filter" to reset. Select Export to download the list as a CSV file.

Select an invoice number to open it. It shows Bill to, the description, the period, the amount, any discount and its code, the tax line, the total and how it was paid. Select Print to print it. If a GST tax invoice exists for this payment, a GST tax invoice button opens it.

GST tax invoices and credit notes

The GST tax invoices tab lists documents with Number, Type (Tax invoice or Credit note), Date, Taxable value, GST and Total. Select View to open one, then "Open print view" for a print-ready page.

• Leadnote issues a tax invoice for every online payment.
• It issues a credit note for every refund. The row shows "against" the original invoice number.
• Numbers run in order without gaps within each financial year, which starts on 1 April. Tax invoice numbers begin with LN and credit notes with CN.
• The document shows the place of supply. For a buyer in the same state as Leadnote, the tax is split into CGST and SGST. For another Indian state, it is IGST. For a buyer outside India, the document is an export of services, with no GST charged.

If the page says "No GST tax invoices yet", you have not made an online payment.

The Payments tab

The Payments tab lists your online payments for plans and AI credits, with Date, For, Paid with, Amount and Status. Select View invoice to jump to the invoice, or Details to open the payment status and receipt. A refund shows as "refunded" with the amount, or "Partly refunded".

On the Manage Plan page, "View payment history" opens a shorter list with the payment date, plan and users, months, net total, tax amount, amount paid, transaction ID and payment status.

Update your billing information

Billing information is the name and address printed on your invoices. Only the Account Owner can change it.

1. Open Settings, then Plans & Billing.
2. In Modify subscription, select "Change billing info".
3. Edit the fields: Customer name, Company name, Email address, Mobile number, Address line 1 and 2, City, State, Zip code.
4. For India, tick "I have a GST number" and enter the GSTIN. Leadnote checks the format, the state code and the check character, and shows the state and PAN it found.
5. Select "Save billing info". A message confirms "Billing information updated".

The country follows your company profile, so change it there. See set up your organisation profile. For India, address, city, state and zip are required. The mobile number must be digits only, 5 to 15 of them.

Your state decides how GST is worked out. If your GSTIN is registered in one state, Leadnote uses that state.

Tips for your accountant

• Use Export on the Invoices tab for a CSV of the list.
• Download the print view of each tax invoice for your records.
• Add your GSTIN before you pay if you want to claim input credit. You cannot add it afterwards.

Who can do what

Related

To understand what a payment buys, see plans, seats and usage. For tax on your own sales documents, see GST and tax settings.