GST & invoicing

MICROLEVEL builds GST-compliant invoices automatically. This guide covers the fields you need to set up once, and how the tax split works.

One-time setup

Your GSTIN and PAN — Settings → Billing identity. This appears on every invoice you issue.
Your home state code — auto-filled from the GSTIN prefix (first 2 digits) but independently editable for unregistered suppliers.
Billing address — shown on the tax invoice footer so GST- registered clients can claim input credit.
Client GSTIN — enter on the client record when the client is GST-registered; the invoice uses it for the tax split.

How the tax split works

When a client is in the same state as you: the invoice splits to CGST + SGST. When the client is in a different state: the invoice uses IGST. The rate you set on the line item drives the split — you don't configure it per-invoice.

TDS

If a client withholds TDS on your fee (common on 44A/194J for agencies), enter the TDS rate on the invoice. The "net amount due" shown to the client reflects the TDS deduction, and the statement of account tracks TDS withheld separately so your CA can reconcile the 24Q filing.

Reconciliation

The Statement of Account (Finance → Statement of Account) shows total billed, total paid, TDS withheld, and running balance for any client. Export it to share with your CA at filing time.

Repeating invoices

For monthly retainers, set up a recurring invoice in the client's billing tab. It auto-generates on the 1st of each month and adds the client to your UPI autopay (Razorpay) if they've authorised the mandate.