Quotations, Orders & Challans
Not every sales document is a tax invoice. Clorvia lets you choose a document type so you can use the right one at each stage of a sale.
The document types
| Type | When to use it |
|---|---|
| Tax Invoice | The GST-compliant bill that records the sale |
| Proforma Invoice | A draft bill sent before the sale is final — not a tax invoice |
| Quotation / Estimate | A price estimate you send before the customer commits |
| Bill of Supply | For composition dealers or exempt/nil-rated supplies (no GST charged) |
| Delivery Challan | Accompanies goods being moved — quantities only, no prices/tax |
| Credit Note | Reduces a customer’s dues against an earlier invoice (returns, rebates) — references the original invoice |
| Debit Note | Increases a customer’s dues against an earlier invoice (extra charges) — references the original invoice |
Each type prints with the right title and rules — a Bill of Supply carries no tax, a Delivery Challan shows quantities without prices, and a Credit/Debit Note prints the original invoice number and the reason.
Preview them first
On Settings → Invoice Branding, the live preview has a document-type selector — switch between Tax Invoice, Proforma, Bill of Supply, Credit Note and the rest to see exactly how each looks with your logo and brand colour before you use it. (Your invoice format — A4, thermal, etc. — is your saved default; the document type is chosen per document.)
A typical flow
- Send a quotation to win the business.
- Convert it into a sales order once accepted.
- Issue a delivery challan when goods are dispatched.
- Raise the tax invoice to bill the customer.
You choose the document type when creating the record, so the same simple screen handles all of them.
Same screen, different purpose. All of these are created the same way (firm, party, line items) — the document type just changes what the document is and how it reads.
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