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Invoice

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GST-ready invoices · Auto payment tracking · WA send

📖
Invoice — SOP
How this module works
⚠️ SOP outdated — module code changed since this was written
+ New: nextNumber added
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
48
Invoices
₹371.3k
Total value
₹350.0k
Paid
0
Overdue
Total Invoices
48
All time
Total Value
₹371.3k
Pipeline value
Paid
₹350.0k
46 invoices
Pending
₹21.3k
All on track
TDS Credits (This Year)
₹0.0k
Claimable in ITR
VIEW:
48 invoices
48 invoices
₹371.3k total value
Invoice Client Date Due Amount Status Actions
BRMS/001-0007
1 items
HANUMANT CREATION
07 Sep 2026
11 Sep 2026
₹1,121.00
incl. GST ₹171.00
PAID
BRMS/001-0006
1 items
piyushbhai
MK FASHION
07 Sep 2026
11 Sep 2026
₹7,080.00
incl. GST ₹1,080.00
PAID
BRMS/001-0005
1 items
RAJ CREATION
04 Sep 2026
11 Sep 2026
₹767.00
incl. GST ₹117.00
PAID
BRMS/001-0004
1 items
TULSI FASHION
03 Sep 2026
11 Sep 2026
₹2,301.00
incl. GST ₹351.00
PAID
VM/001-0003
1 items
deep fashion dipak
07 Sep 2026
22 Sep 2026
₹5,950.00
PAID
VM/001-0002
2 items
kriya Enterprise
07 Sep 2026
22 Sep 2026
₹4,400.00
PAID
BRMS/001-0002
3 items
Govind bhai
Govind Creation
03 Sep 2026
18 Sep 2026
₹11,859.00
incl. GST ₹1,809.00
PAID
VM/001-0001
1 items
Mahadev Fab
Mahadev Fab
01 Sep 2026
03 Sep 2026
₹2,500.00
PAID
InvoiceClientAmountStatusActions
BRMS/001-0007 HANUMANT CREATION ₹1,121.00 PAID
BRMS/001-0006 piyushbhai ₹7,080.00 PAID
BRMS/001-0005 RAJ CREATION ₹767.00 PAID
BRMS/001-0004 TULSI FASHION ₹2,301.00 PAID
VM/001-0003 deep fashion dipak ₹5,950.00 PAID
VM/001-0002 kriya Enterprise ₹4,400.00 PAID
BRMS/001-0002 Govind bhai ₹11,859.00 PAID
VM/001-0001 Mahadev Fab ₹2,500.00 PAID
Client
HANUMANT CREATION
Invoiced
07 Sep 2026
Due
11 Sep 2026
Amount
₹1,121.00
Client
piyushbhai · MK FASHION
Invoiced
07 Sep 2026
Due
11 Sep 2026
Amount
₹7,080.00
Client
RAJ CREATION
Invoiced
04 Sep 2026
Due
11 Sep 2026
Amount
₹767.00
Client
TULSI FASHION
Invoiced
03 Sep 2026
Due
11 Sep 2026
Amount
₹2,301.00
Client
deep fashion dipak
Invoiced
07 Sep 2026
Due
22 Sep 2026
Amount
₹5,950.00
Client
kriya Enterprise
Invoiced
07 Sep 2026
Due
22 Sep 2026
Amount
₹4,400.00
Client
Govind bhai · Govind Creation
Invoiced
03 Sep 2026
Due
18 Sep 2026
Amount
₹11,859.00
Client
Mahadev Fab · Mahadev Fab
Invoiced
01 Sep 2026
Due
03 Sep 2026
Amount
₹2,500.00
BRMS/001-0007 PAID
HANUMANT CREATION
07 Sep 2026 → 11 Sep 2026
₹1,121.00
BRMS/001-0006 PAID
piyushbhai
MK FASHION
07 Sep 2026 → 11 Sep 2026
₹7,080.00
BRMS/001-0005 PAID
RAJ CREATION
04 Sep 2026 → 11 Sep 2026
₹767.00
BRMS/001-0004 PAID
TULSI FASHION
03 Sep 2026 → 11 Sep 2026
₹2,301.00
VM/001-0003 PAID
deep fashion dipak
07 Sep 2026 → 22 Sep 2026
₹5,950.00
VM/001-0002 PAID
kriya Enterprise
07 Sep 2026 → 22 Sep 2026
₹4,400.00
BRMS/001-0002 PAID
Govind bhai
Govind Creation
03 Sep 2026 → 18 Sep 2026
₹11,859.00
VM/001-0001 PAID
Mahadev Fab
Mahadev Fab
01 Sep 2026 → 03 Sep 2026
₹2,500.00

💳 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