Setting Up Your First Tax & VAT-Compliant Invoice in KhataIN

A step-by-step guide to adding your business PAN/VAT number, configuring invoice templates, and sending your first client bill.

Local Practice Note: Written and maintained by CodeXPal product engineers and business analysts in Kathmandu. This guide reflects current Nepalese legal, banking, and commercial procedures.

Step-by-Step Implementation Guide

Configure Your Organization Profile

Navigate to Settings > Organization. Enter your registered legal company name, PAN/VAT number, and upload your high-resolution company logo.

Add Client or Vendor Contact Details

Go to Entities > Add New. Input customer name, tax identification (PAN if B2B), phone number, and physical billing address.

Create and Issue Invoice

Click Invoices > New Invoice. Add line items from your inventory or create custom charges. Tax (13% VAT) and discount amounts will calculate automatically in accordance with standard VAT and commercial billing rules.

Send via WhatsApp, Email or Print Thermal Receipt

Export a clean PDF invoice with standard QR code payment links, or print directly through connected thermal POS printers.

Frequently Asked Questions (Nepal Context)

Q: Does KhataIN support non-VAT / PAN-only businesses?

Yes. You can toggle VAT off in organization settings if your business is registered under standard PAN or threshold exemption.

Q: Can I export invoice data for my tax accountant?

Yes, KhataIN provides one-click monthly VAT Sales and Purchase register downloads in Excel and PDF formats.