From quote to receipt, without retyping.
Estimates, invoices, recurring billing, credit notes, payment links and reminders — with the tax, the stock movement and the ledger entry handled behind each one.
What it does
Six things this module handles, all posting into the same ledger as everything else.
Quotes & invoices
Versioned estimates that convert to invoices, with your own numbering series per company and branch.
Recurring billing
Retainers and subscriptions raised on schedule, with proration and automatic dispatch.
Price lists & discounts
Customer-group pricing, slab and scheme discounts, and margin visible before you send.
Payment links
Razorpay, Stripe or UPI links on the invoice; receipts post themselves when paid.
Reminders & dunning
Polite escalating reminders on email and WhatsApp, stopping the moment payment lands.
Customer portal
Customers see their invoices, ledger balance and payment history without emailing you.
How it runs, start to finish
Pick customer and items
Rates, tax and place of supply come from masters — nothing typed twice.
Deliver where they read
PDF, shareable link or WhatsApp, in your branding, with a payment link attached.
Payment posts itself
Gateway settlement or bank entry matches the invoice and clears the receivable.
Ageing that gets worked
Overdue items surface with owner, last contact and next action.
Every action, as a posting
Nothing in this module is a standalone record. Each action writes a balanced journal you can inspect, drill into and lock.
- Invoice → debtor debited, income credited, output tax credited
- Credit note → reverses the original with a linked reference
- Receipt → bank debited, debtor credited, gateway fee expensed
- Write-off → bad debt expensed, with an approval in the audit log
Works with
Modules that share this one’s data without a single export step.
Accounting & ledger
Works from the same ledger, with no data handed between them.
Open moduleRelated moduleBanking & reconciliation
Works from the same ledger, with no data handed between them.
Open moduleRelated moduleGST & tax compliance
Works from the same ledger, with no data handed between them.
Open moduleSee invoicing & receivables running on your own data.
Send a month of documents and we will configure this module in a sandbox company before the call.