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How to Use Dashxpert to Create Professional Invoices in Minutes

By on July 11, 2025

If you're a freelancer, creator, or consultant in India, you probably know how painful it is to create invoices manually every time a project ends. That’s exactly why we built Dashxpert.com – India’s smartest invoicing platform for self-employed professionals. This guide will walk you through how to use Dashxpert to create beautiful, GST-ready invoices in just a few clicks.

🔑 Step 1: Sign Up for Free

Getting started is simple. Just head over to Dashxpert.com/register and create your free account. No credit card required. Once signed in, you can start managing clients and generating invoices instantly.

👥 Step 2: Add Your Clients

Before generating an invoice, you need to add your client’s details. Navigate to the Clients section and click “Add Client”. Fill in the basic information such as:

  • Client Name
  • Email
  • Phone
  • GSTIN (optional)
  • Billing Address

Once saved, your client details will be auto-filled in the invoice form whenever selected.

🧾 Step 3: Create an Invoice

To create an invoice, go to Invoices > Create Invoice. Here’s what you’ll need to fill out:

  • Client: Choose an existing client
  • Invoice Date & Due Date: Set the billing and payment date
  • Line Items: Add service or product descriptions, quantities, and rates
  • Taxes: (If applicable) – you can choose GST rates like 5%, 12%, 18%
  • Notes: Optional terms or thank-you messages

Click Save and your invoice will be generated instantly.

📥 Step 4: Download & Share

After saving, you can preview the invoice and choose to:

  • Download as PDF
  • Email it directly to your client
  • Mark it as Paid or Unpaid

All your invoices stay saved under the Invoices tab, and you can view analytics on your dashboard.

📊 Bonus: View Financial Dashboard

Dashxpert provides a smart dashboard where you can track:

  • Total revenue
  • Paid vs Unpaid invoices
  • Monthly breakdown of income

This helps you understand your earnings better and plan your finances with clarity.

💸 Plans & Pricing

We offer three plans:

  • Free Plan: Basic invoicing with watermark
  • Starter – ₹299/mo: No watermark, priority support
  • Pro – ₹499/mo: Includes client dashboard & logo branding

You can upgrade anytime from your Pricing page.

🚀 Conclusion

Dashxpert helps Indian freelancers and creators save time and look professional with every invoice. Whether you’re billing one-time gigs or recurring clients, we make invoicing simple, beautiful, and fast.

Start using Dashxpert today and focus on what you do best — while we handle the boring invoicing stuff.

👉 Click here to create your first invoice now!