Finance & Accounting · Solutions

Raise every GST invoice in one series, and see which ones are paid.

Invoice management raises a GST invoice from the order or the approved quotation, keeps the numbering in one series, and tracks the payments set against each bill. Overdue accounts arrive as a list with ages on it. The copy reaches the customer on WhatsApp or by email the moment the bill is raised.

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What it is

Many businesses have three places where a bill can be born: the billing software, Tally and a Word file on somebody’s laptop. By March there are gaps in the series and two customers hold the same number. Meanwhile the bill for a job finished in October has still not gone out.

Here there is one series and one screen. The invoice is raised from the order or the approved quotation, so items, rates and terms are already there. Receipts are set against it as they arrive, part payments included, and the balance is whatever is genuinely left.

Inside the module

What invoice management does.

Raise from the order

The sales order, delivery challan or approved quotation carries into the bill. Nobody types the item list a second time.

One numbering series

A series per branch or per financial year, issued in order, so there is no gap to explain and no duplicate to withdraw.

GST details on the face of the bill

HSN or SAC, place of supply and the tax split come from the settings against the item and the customer, and not from memory at the keyboard.

Credit notes, not quiet edits

A wrong bill is corrected with a credit note that carries a reason. The original stays as it was issued.

Overdue by age

Due this week, past thirty days, past ninety. The list names the person in the customer’s office you spoke to last.

Who touches it

The people who open this every day.

Accounts assistant

Raises the day’s bills, applies receipts and works the overdue list from the top.

Sales executive

Sees whether his customer has paid before he asks for the next order. It saves an awkward conversation.

Owner

Sees what was billed this month, what was collected, and the difference still outstanding.

How it fits

It is one part of a system, not an island.

A module earns its place by what it passes to the next one. These are the connections we set up most often.

Receipts management
GST e-invoicing
Credit control
Tally
WhatsApp and email

Already built in

Products that include it.

Built for you

How we would put it in.

Common questions

Questions owners ask about invoice management.

Will it make e-invoices with an IRN?

It prepares the invoice data and pushes it through a GST Suvidha Provider, and the IRN and QR code come back onto your bill. Whether you have crossed the turnover threshold set in the GST rules is for your CA to confirm. The filing stays with you.

Is Excel a problem at twenty bills a month?

Not by itself. A sheet becomes a problem when two people bill, when numbers are issued from two places, or when nobody can say what is outstanding beyond sixty days. Our free technology audit will say plainly if you are not there yet.

Does it replace Tally?

No, and it is not meant to. Your books stay where your accountant wants them. Sales, receipts and credit notes go across on a schedule or through a direct link, set up during the work.

Can a bill be held back from a customer who already owes us?

Yes. A credit limit and an overdue rule can hold the next order for approval, and the owner releases it or does not. Most owners ask for a warning and not a block.

Who needs it most

Businesses that ask for this.

Next to it

Modules that work with it.

Talk to us

Tell us how you handle invoice management today.

A spreadsheet, a register or another system: say which, and we will tell you plainly what is worth changing.

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A reply within one business day
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