Invoice Management
Create, manage, and track professional GST invoices with advanced automation and customization
Smart Invoice Creation
Create professional invoices in seconds with our intuitive interface. Add multiple items, apply taxes, discounts, and calculate totals automatically.
- Multiple items and tax rates
- Automatic calculations
- Custom invoice templates
- PDF generation
Auto Invoice Numbering
Set up invoice sequences with custom prefixes and auto-incrementing numbers. Choose between manual entry or automatic generation.
- Custom prefixes (INV-, BILL-, etc.)
- Auto-incrementing numbers
- Configurable number length
- Multiple sequences per company
Bulk Invoice Upload
Upload multiple invoices at once using CSV files. Perfect for businesses with recurring billing cycles or bulk operations.
- CSV template download
- Bulk upload tracking
- Error reporting
- Batch processing
Custom Invoice Templates
Design your own invoice templates with custom fields, branding, and layout. Match your company's style and requirements.
- Custom field selection
- Brand colors and logos
- Multiple template formats
- Preview before saving
E-Invoice Workflow
Generate GST e-invoices with IRN and signed QR details. Convert existing invoices to e-invoices and track status from generation to cancellation.
- IRN and Ack number generation
- Signed QR code support
- Invoice to e-invoice conversion
- Cancellation with reason tracking
Invoice Status Tracking
Track invoice status from draft to paid. Monitor pending invoices, overdue payments, and collection rates.
- Real-time status updates
- Payment tracking
- Overdue alerts
- Collection analytics
Public Invoice View
Share invoices with customers via secure links. Customers can view, download, and pay invoices without logging in.
- Secure public links
- Mobile-responsive view
- Direct payment option
- PDF download
Payment Collection
Accept payments online and offline with multiple payment methods and automated tracking
Payment Links
Generate shareable payment links that can be sent via WhatsApp, SMS, or email. Set expiry dates and usage limits.
- Unique shareable links
- Expiry date configuration
- Usage limit tracking
- View and conversion analytics
Online Payments
Accept payments through Cashfree integration. Support for UPI, cards, net banking, and wallets.
- Cashfree gateway integration
- Multiple payment methods
- Secure payment processing
- Automatic reconciliation
Offline Payment Settlement
Record offline payments (NEFT/RTGS, Cash, Cheque) directly in the system. Track all payment methods in one place.
- Multiple transaction types
- Reference number tracking
- Payment date recording
- Notes and documentation
Payment Receipts
Generate professional payment receipts automatically. Print or download receipts for all transactions.
- Auto-generated receipts
- Print-friendly format
- PDF download
- Email delivery
Payment Tracking
Monitor all payments in real-time. View payment history, status, and details for each transaction.
- Real-time status updates
- Payment history
- Filter and search
- Export capabilities
Payment Reminders
Automated payment reminders via email. Reduce follow-ups and improve collection rates.
- Automated email reminders
- Customizable templates
- Scheduled sending
- Delivery tracking
Customer Management
Manage customer information with custom fields and bulk operations
Customer Database
Store complete customer information including contact details, addresses, GST numbers, and custom fields.
- Complete customer profiles
- Address management
- GST and PAN details
- Contact information
Custom Fields
Configure up to 5 custom fields per customer to match your business requirements. Set custom labels and store additional data.
- 5 customizable fields
- Custom field labels
- Flexible data storage
- Display in invoices
Customer Code Generation
Auto-generate customer codes with prefixes or enter manually. Configure customer code sequences in settings.
- Auto or manual codes
- Custom prefixes
- Sequential numbering
- Unique validation
Bulk Customer Upload
Upload multiple customers at once using CSV files. Download templates with custom field columns.
- CSV bulk upload
- Template download
- Error reporting
- Validation checks
Customer Search & Filter
Quickly find customers using search and filters. View customer details, invoices, and payment history.
- Advanced search
- Filter by criteria
- Customer details view
- Invoice history
State Management
Select from all Indian states for customer and company addresses. Pre-filled state dropdowns for easy data entry.
- All Indian states
- Dropdown selection
- Auto-complete
- GST compliance
Reports & Analytics
Comprehensive reporting and analytics to track your business performance
Payment Reports
Track collected vs pending payments. Analyze payment trends and collection rates over time.
- Collected vs pending
- Payment trends
- Collection rates
- Date range filters
Customer Reports
Identify top customers, view payment history, and analyze customer behavior patterns.
- Top customers
- Payment history
- Customer analytics
- Revenue by customer
Invoice Aging Report
Track overdue invoices by age buckets (0-30, 31-60, 61-90, 90+ days). Identify collection priorities.
- Age bucket analysis
- Overdue tracking
- Collection priorities
- Outstanding amounts
GST Reports
Generate comprehensive GST reports including GSTR-1, HSN/SAC summary, tax rates, and state-wise reports.
- GSTR-1 format
- HSN/SAC summary
- Tax rate analysis
- State-wise breakdown
- GSTR-3B style reports
Export Capabilities
Export all reports to Excel or CSV format for further analysis or external processing.
- Excel export
- CSV export
- Formatted reports
- Bulk data export
Dashboard Analytics
Real-time dashboard with key metrics, charts, and visualizations for quick business insights.
- Real-time metrics
- Visual charts
- Trend analysis
- Quick insights
Event Management
Create and manage events with seat booking, multiple packages, and payment collection
Event Creation
Create events with detailed information including title, description, dates, venue, and banner images.
- Event details management
- Banner image upload
- Date and venue setup
- Rich text descriptions
Multiple Packages
Create multiple ticket packages for the same event with different pricing and seat allocations.
- Multiple packages
- Package-specific pricing
- Seat allocation
- Package descriptions
Seat Booking
Interactive seat selection with visual seat maps. Choose between seat view or quantity selection mode.
- Visual seat map
- Seat selection
- Quantity selection mode
- Real-time availability
Booking Management
Track all event bookings, view booking details, and manage customer reservations.
- Booking list view
- Booking details
- Package information
- Customer details
Payment Integration
Collect payments for event bookings through the same payment gateway. Automatic seat confirmation on payment.
- Online payment collection
- Automatic confirmation
- Receipt generation
- Payment tracking
Terms & Conditions
Add rich text terms and conditions for events. Customers must accept terms before booking.
- Rich text editor
- Terms acceptance
- Custom formatting
- Display on booking page
Email Notifications
Send professional invoice emails to customers with tracking and delivery confirmation
Invoice Email Sending
Send invoices directly to customers via email with professional templates and PDF attachments.
- Direct email sending
- PDF attachments
- Professional templates
- Custom messages
Email Logging
Track all sent emails with delivery status, timestamps, and recipient information.
- Email history
- Delivery tracking
- Sent timestamps
- Recipient details
Dashboard & Analytics
Real-time insights into your business performance with comprehensive metrics and visualizations
Summary Metrics
View key business metrics at a glance including outstanding amounts, collected payments, and customer counts.
- Outstanding amounts
- Collected this month
- Pending invoices
- Total customers
Visual Charts
Interactive charts showing paid vs pending amounts, collection trends, and payment distribution.
- Paid vs pending chart
- Collection trends
- Payment distribution
- Interactive visualizations
Recent Transactions
View the latest payment transactions with customer names, amounts, and status information.
- Recent payments
- Customer details
- Payment status
- Quick access
GST Compliance
Stay compliant with GST regulations with automatic calculations and comprehensive reporting
Automatic GST Calculation
Automatic GST calculations based on item rates and tax configurations. Support for CGST, SGST, and IGST.
- Automatic calculations
- CGST/SGST/IGST
- Tax rate configuration
- Tax amount tracking
HSN/SAC Codes
Manage HSN and SAC codes for products and services. Automatic code assignment and validation.
- HSN code management
- SAC code support
- Code validation
- Reporting by codes
GST Reports
Generate comprehensive GST reports in various formats for filing and compliance purposes.
- GSTR-1 format
- HSN/SAC summary
- Tax rate analysis
- State-wise reports
- GSTR-3B style
GST Invoice Format
Generate GST-compliant invoices with all required fields, tax breakdowns, and statutory information.
- GST-compliant format
- Tax breakdowns
- Statutory fields
- PDF generation
Payouts
Manage and track payouts to vendors, partners, or bank accounts with full visibility and control
Payout Management
Record and track all payouts from your business. Link payouts to vendors, invoices, or expenses for clear audit trails.
- Vendor payouts
- Bank transfers
- Reference tracking
- Payment date & status
Payout History
View complete payout history with filters by date, vendor, or status. Export data for accounting and reconciliation.
- Date range filters
- Vendor-wise view
- Status tracking
- Export to Excel/CSV
Reconciliation
Match payouts with purchase bills and expenses. Keep your books aligned and ready for audits.
- Link to purchase bills
- Expense matching
- Outstanding payables
- Audit-ready records
Inventory
Manage products, stock items, and link inventory to invoices and purchase bills
Product & Service Master
Maintain a central list of products and services with names, codes, HSN/SAC, rates, and descriptions. Use the same items across invoices and bills.
- Product/service catalog
- HSN/SAC codes
- Pricing & units
- Categories
Category Management
Organize items into categories for easier browsing, reporting, and filtering in invoices and stock reports.
- Custom categories
- Category-wise reports
- Quick filters
Invoice & Bill Integration
Select products from the master when creating invoices or purchase bills. Stock updates automatically where applicable.
- Pick from product list
- Auto-fill rates
- Stock-linked items
- Consistent data
Expenses
Record, categorize, and track business expenses for better cash flow visibility
Expense Recording
Record expenses with date, amount, category, vendor, and notes. Attach bills or receipts for documentation.
- Date & amount
- Expense categories
- Vendor/payee
- File attachments
Expense Categories
Create and manage expense categories (e.g. Travel, Office, Utilities) for organized reporting and budgeting.
- Custom categories
- Category-wise reports
- Spend analysis
Expense Reports
View expense summary by period, category, or vendor. Export data for accounting and tax purposes.
- Period filters
- Category breakdown
- Vendor summary
- Excel/CSV export
Customer Ledgers
Complete transaction history per customer for easy reconciliation and follow-up
Ledger View
See all transactions for each customer in one place: invoices raised, payments received, adjustments, and current balance.
- Invoice entries
- Payment entries
- Adjustments & credits
- Running balance
Outstanding Balance
Instantly view how much each customer owes. Use this for collection prioritization and payment reminders.
- Current outstanding
- Overdue amounts
- Age-wise breakdown
- Quick actions
Export & Print
Export or print customer ledger for a period. Share with customers or use for internal reconciliation.
- Date range selection
- PDF/Excel export
- Print-friendly format
Stock Management
Track stock levels, adjustments, and movement history with low-stock alerts
Stock Ledger
View stock movement for each item: opening balance, inward (purchase), outward (sales), adjustments, and closing balance.
- Item-wise ledger
- In/out tracking
- Opening & closing
- Date range view
Stock Adjustments
Record manual stock adjustments for corrections, damage, or count differences. Maintain accurate inventory levels.
- Add or reduce stock
- Reason & notes
- Adjustment history
- Audit trail
Low Stock Alerts
Set minimum stock levels and get alerts when items fall below threshold. Never run out of critical items.
- Minimum level config
- Low stock dashboard
- Alert notifications
- Reorder reminders