⌘K
AI Active
Claude AI — Connected
Model: Claude Sonnet
Powering: Smart Reply, Morning Brief, Predictions, Vastu Soul
B

Invoice

Live

GST-ready invoices · Auto payment tracking · WA send

📖
Invoice — SOP
How this module works
✅ Up to date with current module code
Create GST-ready invoices, track payments automatically, and send them straight to clients on WhatsApp — from quote to cash collected, all in one place.
Sections
➕
Create
Build an invoice with line items, GST auto-split (CGST+SGST or IGST) and rounding.
📋
All Invoices tab
Every invoice, its status, and quick actions — filterable by status pills.
📡
Payment Tracker tab
Every unpaid invoice with days-overdue, a recovery-step tracker, and one-click WhatsApp reminders.
⏳
Aging & Recurring tab
How much is owed by how overdue it is, plus every auto-billing template (weekly/monthly/quarterly/yearly).
💰
Money Dashboard tab
This month's revenue, expenses, profit, GST collected, and outstanding — one screen, no digging.
📋
GST Report
Month-wise CGST/SGST/IGST breakup, ready for filing.
📄
Statement
A client's full invoice + payment history on one page.
New Invoice
43
Invoices
₹349.2k
Total value
₹323.7k
Paid
0
Overdue
Total Invoices
43
All time
Total Value
₹349.2k
Pipeline value
Paid
₹323.7k
39 invoices
Pending
₹25.5k
All on track
TDS Credits (This Year)
₹0.0k
Claimable in ITR
VIEW:
43 invoices
43 invoices
₹349.2k total value
Invoice Client Date Due Amount Status Actions
BRMS/001-0027
1 items
Dipak BHai
SOMNATH OPTICAL
19 Sep 2026
24 Sep 2026
₹2,356.00
incl. GST ₹359.46
 PAID
BRMS/001-0026
1 items
BALA TREND
18 Sep 2026
24 Sep 2026
₹2,301.00
incl. GST ₹351.00
 PAID
BRMS/001-0025
1 items
REOPAX
17 Sep 2026
25 Sep 2026
₹1,534.00
incl. GST ₹234.00
 PAID
VM/001-0024
1 items
Ajnero creation
19 Sep 2026
22 Sep 2026
₹2,600.00
 PAID
VM/001-0023
1 items
Ramani Enterprise
19 Sep 2026
24 Sep 2026
₹2,600.00
 PAID
VM/001-0022
2 items
Mahadev Creation
19 Sep 2026
04 Oct 2026
₹2,300.00
 PAID
VM/001-0021
1 items
Radhe Priya
19 Sep 2026
22 Sep 2026
₹1,900.00
 DRAFT
BRMS/001-0021
1 items
FOBRAS ENTERPRISES
19 Sep 2026
08 Oct 2026
₹2,301.00
incl. GST ₹351.00
 DRAFT
VM/001-0020
1 items
Sai Enterprise
16 Sep 2026
21 Sep 2026
₹950.00
 PAID
VM/001-0019
1 items
Alankar
16 Sep 2026
24 Sep 2026
₹20,000.00
 PAID
VM/001-0018
1 items
Mukesh Bhai
JAY FASHION
15 Sep 2026
19 Sep 2026
₹4,550.00
 PAID
VM/001-0017
3 items
Shanker Bhai
Mangalam Designer
15 Sep 2026
20 Sep 2026
₹5,500.00
 PAID
VM/001-0016
1 items
Ag one impotent
15 Sep 2026
30 Sep 2026
₹5,700.00
 DRAFT
VM/001-0015
2 items
Milan Bhai
VESPER ENTERPRISE
15 Sep 2026
17 Sep 2026
₹7,000.00
 PAID
VM/001-0014
2 items
Sk Enterprics
15 Sep 2026
20 Sep 2026
₹1,150.00
 PAID
VM/001-0013
3 items
Palzia
14 Sep 2026
17 Sep 2026
₹6,000.00
 PAID
BRMS/001-0017
2 items
VALIDA TEXTILES
14 Sep 2026
18 Sep 2026
₹43,542.00
incl. GST ₹6,642.00
 PAID
BRMS/001-0016
2 items
AASHRAY EXPORTS
14 Sep 2026
18 Sep 2026
₹43,542.00
incl. GST ₹6,642.00
 PAID
VM/001-0012
1 items
Ayodhya Fashion
14 Sep 2026
17 Sep 2026
₹3,800.00
 PAID
VM/001-0011
3 items
milan bhai
milon
12 Sep 2026
18 Sep 2026
₹33,924.00
 PAID
InvoiceClientAmountStatusActions
BRMS/001-0027 Dipak BHai ₹2,356.00 PAID
BRMS/001-0026 BALA TREND ₹2,301.00 PAID
BRMS/001-0025 REOPAX ₹1,534.00 PAID
VM/001-0024 Ajnero creation ₹2,600.00 PAID
VM/001-0023 Ramani Enterprise ₹2,600.00 PAID
VM/001-0022 Mahadev Creation ₹2,300.00 PAID
VM/001-0021 Radhe Priya ₹1,900.00 DRAFT
BRMS/001-0021 FOBRAS ENTERPRISES ₹2,301.00 DRAFT
VM/001-0020 Sai Enterprise ₹950.00 PAID
VM/001-0019 Alankar ₹20,000.00 PAID
VM/001-0018 Mukesh Bhai ₹4,550.00 PAID
VM/001-0017 Shanker Bhai ₹5,500.00 PAID
VM/001-0016 Ag one impotent ₹5,700.00 DRAFT
VM/001-0015 Milan Bhai ₹7,000.00 PAID
VM/001-0014 Sk Enterprics ₹1,150.00 PAID
VM/001-0013 Palzia ₹6,000.00 PAID
BRMS/001-0017 VALIDA TEXTILES ₹43,542.00 PAID
BRMS/001-0016 AASHRAY EXPORTS ₹43,542.00 PAID
VM/001-0012 Ayodhya Fashion ₹3,800.00 PAID
VM/001-0011 milan bhai ₹33,924.00 PAID
BRMS/001-0027 PAID
Client
Dipak BHai · SOMNATH OPTICAL
Invoiced
19 Sep 2026
Due
24 Sep 2026
Amount
₹2,356.00
BRMS/001-0026 PAID
Client
BALA TREND
Invoiced
18 Sep 2026
Due
24 Sep 2026
Amount
₹2,301.00
BRMS/001-0025 PAID
Client
REOPAX
Invoiced
17 Sep 2026
Due
25 Sep 2026
Amount
₹1,534.00
VM/001-0024 PAID
Client
Ajnero creation
Invoiced
19 Sep 2026
Due
22 Sep 2026
Amount
₹2,600.00
VM/001-0023 PAID
Client
Ramani Enterprise
Invoiced
19 Sep 2026
Due
24 Sep 2026
Amount
₹2,600.00
VM/001-0022 PAID
Client
Mahadev Creation
Invoiced
19 Sep 2026
Due
04 Oct 2026
Amount
₹2,300.00
VM/001-0021 DRAFT
Client
Radhe Priya
Invoiced
19 Sep 2026
Due
22 Sep 2026
Amount
₹1,900.00
BRMS/001-0021 DRAFT
Client
FOBRAS ENTERPRISES
Invoiced
19 Sep 2026
Due
08 Oct 2026
Amount
₹2,301.00
VM/001-0020 PAID
Client
Sai Enterprise
Invoiced
16 Sep 2026
Due
21 Sep 2026
Amount
₹950.00
VM/001-0019 PAID
Client
Alankar
Invoiced
16 Sep 2026
Due
24 Sep 2026
Amount
₹20,000.00
VM/001-0018 PAID
Client
Mukesh Bhai · JAY FASHION
Invoiced
15 Sep 2026
Due
19 Sep 2026
Amount
₹4,550.00
VM/001-0017 PAID
Client
Shanker Bhai · Mangalam Designer
Invoiced
15 Sep 2026
Due
20 Sep 2026
Amount
₹5,500.00
VM/001-0016 DRAFT
Client
Ag one impotent
Invoiced
15 Sep 2026
Due
30 Sep 2026
Amount
₹5,700.00
VM/001-0015 PAID
Client
Milan Bhai · VESPER ENTERPRISE
Invoiced
15 Sep 2026
Due
17 Sep 2026
Amount
₹7,000.00
VM/001-0014 PAID
Client
Sk Enterprics
Invoiced
15 Sep 2026
Due
20 Sep 2026
Amount
₹1,150.00
VM/001-0013 PAID
Client
Palzia
Invoiced
14 Sep 2026
Due
17 Sep 2026
Amount
₹6,000.00
BRMS/001-0017 PAID
Client
VALIDA TEXTILES
Invoiced
14 Sep 2026
Due
18 Sep 2026
Amount
₹43,542.00
BRMS/001-0016 PAID
Client
AASHRAY EXPORTS
Invoiced
14 Sep 2026
Due
18 Sep 2026
Amount
₹43,542.00
VM/001-0012 PAID
Client
Ayodhya Fashion
Invoiced
14 Sep 2026
Due
17 Sep 2026
Amount
₹3,800.00
VM/001-0011 PAID
Client
milan bhai · milon
Invoiced
12 Sep 2026
Due
18 Sep 2026
Amount
₹33,924.00
BRMS/001-0027 PAID
Dipak BHai
SOMNATH OPTICAL
19 Sep 2026 → 24 Sep 2026
₹2,356.00
BRMS/001-0026 PAID
BALA TREND
18 Sep 2026 → 24 Sep 2026
₹2,301.00
BRMS/001-0025 PAID
REOPAX
17 Sep 2026 → 25 Sep 2026
₹1,534.00
VM/001-0024 PAID
Ajnero creation
19 Sep 2026 → 22 Sep 2026
₹2,600.00
VM/001-0023 PAID
Ramani Enterprise
19 Sep 2026 → 24 Sep 2026
₹2,600.00
VM/001-0022 PAID
Mahadev Creation
19 Sep 2026 → 04 Oct 2026
₹2,300.00
VM/001-0021 DRAFT
Radhe Priya
19 Sep 2026 → 22 Sep 2026
₹1,900.00
BRMS/001-0021 DRAFT
FOBRAS ENTERPRISES
19 Sep 2026 → 08 Oct 2026
₹2,301.00
VM/001-0020 PAID
Sai Enterprise
16 Sep 2026 → 21 Sep 2026
₹950.00
VM/001-0019 PAID
Alankar
16 Sep 2026 → 24 Sep 2026
₹20,000.00
VM/001-0018 PAID
Mukesh Bhai
JAY FASHION
15 Sep 2026 → 19 Sep 2026
₹4,550.00
VM/001-0017 PAID
Shanker Bhai
Mangalam Designer
15 Sep 2026 → 20 Sep 2026
₹5,500.00
VM/001-0016 DRAFT
Ag one impotent
15 Sep 2026 → 30 Sep 2026
₹5,700.00
VM/001-0015 PAID
Milan Bhai
VESPER ENTERPRISE
15 Sep 2026 → 17 Sep 2026
₹7,000.00
VM/001-0014 PAID
Sk Enterprics
15 Sep 2026 → 20 Sep 2026
₹1,150.00
VM/001-0013 PAID
Palzia
14 Sep 2026 → 17 Sep 2026
₹6,000.00
BRMS/001-0017 PAID
VALIDA TEXTILES
14 Sep 2026 → 18 Sep 2026
₹43,542.00
BRMS/001-0016 PAID
AASHRAY EXPORTS
14 Sep 2026 → 18 Sep 2026
₹43,542.00
VM/001-0012 PAID
Ayodhya Fashion
14 Sep 2026 → 17 Sep 2026
₹3,800.00
VM/001-0011 PAID
milan bhai
milon
12 Sep 2026 → 18 Sep 2026
₹33,924.00

💳 Record Payment

Outstanding: ₹

📊 Client Statement

📋 GST Report

Invoice Settings

"Legacy fallback" fields only apply to invoices with no company selected. Once you add a company under the other tab, its own name/GST/address/bank details are used instead.

Setup Recurring Invoice