Skip to content
SimpleERP
Start free trialTalk to us
SimpleERP
Sign inStart free trial

Invoicing & tax

Invoicing software for small businesses

Tax invoices with the right tax every time, typed from the keyboard, printed on clean A4, and posted to stock, books and your tax records in one step.

Start free trialTalk to us

In short

SimpleERP is invoicing software for small businesses. It works out VAT, GST or sales tax on every line at your country's rates, puts your tax number on the print, numbers invoices by fiscal year and posts stock, ledger and tax together.

Illustration of the keyboard-first invoice editor with a focused line, live tax totals and shortcut hints.

The daily job: bill fast, leave the books right

Most invoices are raised with a customer waiting. SimpleERP keeps that path short and makes sure what you bill is exactly what your stock, books and tax records say.

  • Raise a tax invoice in under a minute, from the keyboard or a phone
  • Print a clean A4 invoice with your tax number and the amount in words
  • See who owes what the moment the invoice is posted, with nothing typed twice

Speed

Invoices are typed from the keyboard, not clicked together

Pick the customer, type the item, press Enter. The line editor moves cell by cell, fills unit, price and tax rate from the product, and recomputes totals as you type. A missing customer or product can be added from the line without leaving the invoice.

  • Enter moves to the next cell and the arrow keys move between rows
  • ⌘⏎ posts the invoice and ⌘S saves a draft
  • ⌘K finds any customer, product, invoice or screen
  • Line discounts as a percentage or an amount
  • On a phone, lines become cards you edit one at a time

Tax

Each line carries the tax rate your country uses

When you create the business, SimpleERP sets up the tax your country charges: VAT, GST or sales tax, with its usual rates, your tax number and the invoice title the rules expect. Each product carries a default rate, each line shows the tax it adds, and the invoice totals the tax by rate.

  • Standard, reduced, zero-rated and exempt rates where your country has them
  • In the US, setup asks for your home state's sales tax rate and seeds it
  • Customers marked overseas or exempt are billed with no tax, and the print says why
  • Your tax number and the customer's are checked against your country's format where one is known

In India, the place of supply decides CGST and SGST or IGST on each line, every line carries an HSN or SAC code, and the print can show a UPI QR. See the GST invoice format (India).

LineRateTax on $1,000
A standard-rated sale20%$200.00
A reduced-rate sale5%$50.00
A zero-rated export or an exempt customer0%None; the print says why
Rates are illustrative: setup seeds your country's own.

Print

Prints are always white A4, whatever theme you use in the app. Save the print as a PDF from the browser and send it the way your customer prefers.

  • Your tax number, the customer's tax number and the due date
  • Quantity, rate, discount and taxable value on every line
  • A tax summary by rate under the lines
  • Amount in words in your currency, and your bank details
  • Paid, Partially paid or Cancelled stamp once money moves

Illustration of tax invoice INV-2026-0213 to Northside Retail with tax 10% and the amount in words.

An invoice to Northside Retail, as it prints.

One step

Posting one invoice updates stock, books and tax together

Posting is a single transaction. An invoice for two steel racks moves the racks out of the main depot at average cost, puts the total on the customer's account, credits sales and records the tax you owe. If any part fails, nothing posts and the invoice stays a draft.

  • Cost of goods sold is booked at weighted average cost
  • The receivable opens, then settles as payments are recorded
  • Posted invoices are frozen; a cancellation writes a reversal
  • Posting on or before the lock date is refused

Illustration: saving invoice INV-2026-0213 moves stock, posts the customer ledger, records tax and updates the dashboard in one step.

Quote to cash

Quotations become orders and invoices without retyping

Send a quotation, mark it accepted and convert it to a sales order or straight to an invoice. Orders can be billed in parts and always show what is left to invoice. Returns and price corrections go on a credit note linked to the original invoice.

  • Quotations carry an expiry date and show as expired after it
  • Bill 4 of 10 ordered racks today and the other 6 next week
  • Credit notes are capped at what was invoiced and can return stock
  • Apply a credit note to open invoices, or refund it
  • A customer statement with running balance and ageing, ready to print

Set up for your country

Your country's details are already set up

Setup seeds tax rates, numbering, currency and date format from the country you pick, so the first invoice is right without a consultant.

DetailHow SimpleERP handles it
NumberingNumbers by fiscal year, such as INV-2026-0012, assigned at first save and never reused
Tax ratesYour country's common rates preset; add a missing rate in one click
Invoice titleTax invoice or invoice, as your country's rules expect
Money and datesYour currency, your number grouping and your date format on screen and in print
RegistersSales register and a tax summary by rate for whoever files your returns, with CSV export

By industry

GST billing by industry

Make

Trade

Serve

One system

What it connects to

Posting an invoice reaches other parts of SimpleERP in the same step, including stock that manufacturing made.

Honest limits

Not included yet

We would rather tell you now than after you sign up.

  • E-invoicing through a government system, such as clearance or real-time reporting mandates
  • Filing tax returns: SimpleERP prepares the registers, your filer files
  • Sales tax calculated by address across many jurisdictions: you add the rates you charge
  • Price lists and invoices in foreign currencies
  • Sending invoices by SMS or WhatsApp from inside the app: save the PDF and share it

FAQ

Questions, answered

Which taxes does SimpleERP handle?

VAT, GST and sales tax. The country you pick when you sign up decides the tax name, the rates seeded, the tax number label and the invoice title. A country with no sales tax gets invoices without a tax line. You can add or change rates in settings at any time.

Can I edit an invoice after posting it?

No. The database freezes posted invoices so your books and tax registers never change behind your back. Cancel the invoice, which writes a reversal and returns the stock, then raise a corrected one. Remove any payments or credits applied to it first.

Does it send e-invoices to the tax authority?

Not yet. SimpleERP does not connect to any government e-invoicing or filing system today. Invoices carry your tax number and the tax on every line, and the sales register and tax summary in reports export to CSV for whoever files your returns.

Can I bill services as well as goods?

Yes. A line can be a product or free text. Services post income and tax without touching stock, which is how most professional services firms use it.

Can I bill a customer in another country?

Yes, in your own currency. Mark the customer as overseas and their invoices carry no tax, with the reason on the print. Invoices in the customer's currency, with exchange gains and losses, are not included yet.

Related

Run your whole business from one simple place.

Seven days free. No card. Your first invoice in minutes.

Start free trialTalk to us