# Sawant Sites — Invoice Creator (invoice.sawantsites.com)

> Free, stateless invoice / quote / receipt generator. No login, no server, no
> storage: the entire tool runs in the browser page. This file teaches
> browser-driving AI agents how to create a finished PDF for their user.

There is no REST API. You interact through the web page itself, either by the
fast path (a prefill URL — recommended) or by filling the form manually.

## Fast path (recommended): prefill URL

1. Build the invoice as a JSON object (schema below). All fields are optional;
   sensible defaults are filled in. Include at least `items`, `from.name`,
   `to.name`.
2. Encode it: `base64url(JSON.stringify(data))` — standard base64 with `+`→`-`,
   `/`→`_`, padding optional. UTF-8. No compression.
3. Open: `https://invoice.sawantsites.com/?d=<encoded>`
4. The form hydrates with your data (the URL cleans itself to `/`). Verify the
   live preview looks right.
5. Click the button `[data-agent="download-pdf"]` (visible text "Download
   PDF"). The browser downloads `<invoiceNumber>.pdf`.

A malformed `?d=` value is ignored silently and the page loads normally — if
the form shows defaults instead of your data, re-check your base64url.

### JSON schema (all fields optional unless noted)

```jsonc
{
  "docType": "invoice",              // "invoice" | "quote" | "receipt"
  "invoiceNumber": "INV-001",
  "issueDate": "2026-07-02",         // YYYY-MM-DD
  "dueDate": "2026-07-16",           // YYYY-MM-DD (quotes: valid-until; receipts: unused)
  "currency": "USD",                 // USD EUR GBP INR CAD AUD JPY CNY AED SGD CHF
  "from": {                          // you / the sender
    "name": "", "email": "", "address": "", "phone": "",
    "taxIdLabel": "", "taxId": ""    // e.g. "GSTIN" / "VAT No." / "EIN"
  },
  "to": { /* same shape as "from" — the client being billed */ },
  "items": [                         // strongly recommended; ≥1 entry
    { "description": "Design work", "quantity": 10, "rate": 120 }
  ],
  "taxLabel": "Tax",                 // display label, e.g. "GST", "VAT"
  "taxPercent": 0,                   // 0–100
  "discountType": "percent",         // "percent" | "fixed"
  "discountValue": 0,
  "payment": {
    "link": "",                      // Stripe/PayPal/any payment URL
    "upiId": "",                     // UPI ID — renders a scan-to-pay QR code
    "bankName": "", "accountName": "", "accountNumber": "", "bankCode": ""
  },
  "notes": "", "terms": "",
  "theme": {
    "template": "classic",           // "classic" | "modern" | "minimal"
    "accent": "#F0A000",             // hex color
    "font": "sans"                   // "sans" | "serif" | "mono"
  }
}
```

`logoDataUrl` is not accepted via URL (logos must be uploaded by a human).
Totals (subtotal, discount, tax, total) are computed automatically from items.

### Worked example

JSON:
`{"invoiceNumber":"INV-042","from":{"name":"Acme Co"},"to":{"name":"Globex"},"items":[{"description":"Consulting","quantity":2,"rate":500}],"taxPercent":10}`

URL:
`https://invoice.sawantsites.com/?d=eyJpbnZvaWNlTnVtYmVyIjoiSU5WLTA0MiIsImZyb20iOnsibmFtZSI6IkFjbWUgQ28ifSwidG8iOnsibmFtZSI6Ikdsb2JleCJ9LCJpdGVtcyI6W3siZGVzY3JpcHRpb24iOiJDb25zdWx0aW5nIiwicXVhbnRpdHkiOjIsInJhdGUiOjUwMH1dLCJ0YXhQZXJjZW50IjoxMH0`

Result: form shows Acme Co → Globex, 2 × 500.00 Consulting, 10% tax,
total USD 1,100.00. Click Download PDF.

## Manual path: driving the form

Every control has a stable `data-agent` attribute that mirrors the JSON paths
above, plus a unique accessible name (aria-label) if you navigate by
accessibility tree.

- Document type: buttons `[data-agent="docType.invoice"]`, `docType.quote`,
  `docType.receipt`
- Header fields: `invoiceNumber`, `currency` (a <select>), `issueDate`,
  `dueDate` (date inputs, YYYY-MM-DD)
- Parties: `from.name`, `from.address`, `from.email`, `from.phone`,
  `from.taxIdLabel`, `from.taxId` — and the same under `to.*`
- Line items: `items.0.description`, `items.0.quantity`, `items.0.rate`
  (numeric). Click `[data-agent="add-item"]` to append row 1, 2, …;
  `items.N.remove` deletes a row.
- Tax/discount: `taxLabel`, `taxPercent`, `discountType` (select:
  percent|fixed), `discountValue`
- Payment: `payment.link`, `payment.upiId`, `payment.bankName`,
  `payment.accountName`, `payment.accountNumber`, `payment.bankCode`
- Text: `notes`, `terms`
- Theme: `theme.template.classic|modern|minimal` (buttons),
  `theme.accent.<hex>` (preset swatches), `theme.accent.custom` (color input),
  `theme.font` (select: sans|serif|mono)
- Actions: `download-pdf`, `preview-pdf` (opens a modal — close it before
  clicking other controls), `save` (saves to in-browser history),
  `start-over` (opens a confirm() dialog), `duplicate`,
  `convert-to-invoice` (only visible for quotes)

## Gotchas

- State persists in the browser's localStorage: a previous draft may
  pre-populate the form. A `?d=` URL always overrides the draft; otherwise use
  "Start over" (and accept the confirmation dialog) for a clean slate.
- The right-hand pane is a live preview — read it to verify your input before
  downloading.
- The download is a normal browser file download named `<invoiceNumber>.pdf`.
- Quantity/rate/tax/discount inputs are numeric; dates are YYYY-MM-DD.
- Currency must be one of the 11 codes listed above (it's a fixed dropdown).
- Setting `payment.upiId` adds a scan-to-pay QR code to the PDF automatically.