⌘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
⚠️ SOP outdated — module code changed since this was written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
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
VM/001-0010
3 items
milan bhai
milon
12 Sep 2026
17 Sep 2026
₹33,924.00
 PAID
BRMS/001-0015
1 items
Ramdev fashion
12 Sep 2026
18 Sep 2026
₹767.00
incl. GST ₹117.00
 PAID
VM/001-0009
1 items
jensi fashion
11 Sep 2026
17 Sep 2026
₹1,300.00
 PAID
VM/001-0008
1 items
Alpeshbhai
Hari om
10 Sep 2026
11 Sep 2026
₹15,600.00
 DRAFT
VM/001-0007
2 items
MNK clothings
10 Sep 2026
19 Sep 2026
₹4,850.00
 PAID
BRMS/001-0014
1 items
UNIVERSAL ENTERPRISE
10 Sep 2026
18 Sep 2026
₹2,242.00
incl. GST ₹342.00
 PAID
BRMS/001-0013
1 items
FOBRAS ENTERPRISES
10 Sep 2026
19 Sep 2026
₹4,602.00
incl. GST ₹702.00
 PAID
VM/001-0006
1 items
Madhav enterprise
09 Sep 2026
17 Sep 2026
₹2,850.00
 PAID
BRMS/001-0012
1 items
Satyam fab
10 Sep 2026
25 Sep 2026
₹6,136.00
incl. GST ₹936.00
 PAID
BRMS/001-0011
1 items
PANTH TEXTILES
09 Sep 2026
17 Sep 2026
₹2,242.00
incl. GST ₹342.00
 PAID
VM/001-0005
1 items
Shreeji Fashion
08 Sep 2026
13 Sep 2026
₹4,750.00
 PAID
BRMS/001-0010
2 items
SHREE FASHION
08 Sep 2026
13 Sep 2026
₹1,003.00
incl. GST ₹153.00
 PAID
VM/001-0004
1 items
Ag one impotent
08 Sep 2026
13 Sep 2026
₹6,650.00
 PAID
BRMS/001-0009
8 items
K K COLLECTION
07 Sep 2026
15 Sep 2026
₹19,281.00
incl. GST ₹2,941.20
 PAID
BRMS/001-0008
1 items
JAY ENTERPRISE
07 Sep 2026
22 Sep 2026
₹13,452.00
incl. GST ₹2,052.00
 PAID
InvoiceClientAmountStatusActions
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
VM/001-0010 milan bhai ₹33,924.00 PAID
BRMS/001-0015 Ramdev fashion ₹767.00 PAID
VM/001-0009 jensi fashion ₹1,300.00 PAID
VM/001-0008 Alpeshbhai ₹15,600.00 DRAFT
VM/001-0007 MNK clothings ₹4,850.00 PAID
BRMS/001-0014 UNIVERSAL ENTERPRISE ₹2,242.00 PAID
BRMS/001-0013 FOBRAS ENTERPRISES ₹4,602.00 PAID
VM/001-0006 Madhav enterprise ₹2,850.00 PAID
BRMS/001-0012 Satyam fab ₹6,136.00 PAID
BRMS/001-0011 PANTH TEXTILES ₹2,242.00 PAID
VM/001-0005 Shreeji Fashion ₹4,750.00 PAID
BRMS/001-0010 SHREE FASHION ₹1,003.00 PAID
VM/001-0004 Ag one impotent ₹6,650.00 PAID
BRMS/001-0009 K K COLLECTION ₹19,281.00 PAID
BRMS/001-0008 JAY ENTERPRISE ₹13,452.00 PAID
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
VM/001-0010 PAID
Client
milan bhai · milon
Invoiced
12 Sep 2026
Due
17 Sep 2026
Amount
₹33,924.00
BRMS/001-0015 PAID
Client
Ramdev fashion
Invoiced
12 Sep 2026
Due
18 Sep 2026
Amount
₹767.00
VM/001-0009 PAID
Client
jensi fashion
Invoiced
11 Sep 2026
Due
17 Sep 2026
Amount
₹1,300.00
VM/001-0008 DRAFT
Client
Alpeshbhai · Hari om
Invoiced
10 Sep 2026
Due
11 Sep 2026
Amount
₹15,600.00
VM/001-0007 PAID
Client
MNK clothings
Invoiced
10 Sep 2026
Due
19 Sep 2026
Amount
₹4,850.00
BRMS/001-0014 PAID
Client
UNIVERSAL ENTERPRISE
Invoiced
10 Sep 2026
Due
18 Sep 2026
Amount
₹2,242.00
BRMS/001-0013 PAID
Client
FOBRAS ENTERPRISES
Invoiced
10 Sep 2026
Due
19 Sep 2026
Amount
₹4,602.00
VM/001-0006 PAID
Client
Madhav enterprise
Invoiced
09 Sep 2026
Due
17 Sep 2026
Amount
₹2,850.00
BRMS/001-0012 PAID
Client
Satyam fab
Invoiced
10 Sep 2026
Due
25 Sep 2026
Amount
₹6,136.00
BRMS/001-0011 PAID
Client
PANTH TEXTILES
Invoiced
09 Sep 2026
Due
17 Sep 2026
Amount
₹2,242.00
VM/001-0005 PAID
Client
Shreeji Fashion
Invoiced
08 Sep 2026
Due
13 Sep 2026
Amount
₹4,750.00
BRMS/001-0010 PAID
Client
SHREE FASHION
Invoiced
08 Sep 2026
Due
13 Sep 2026
Amount
₹1,003.00
VM/001-0004 PAID
Client
Ag one impotent
Invoiced
08 Sep 2026
Due
13 Sep 2026
Amount
₹6,650.00
BRMS/001-0009 PAID
Client
K K COLLECTION
Invoiced
07 Sep 2026
Due
15 Sep 2026
Amount
₹19,281.00
BRMS/001-0008 PAID
Client
JAY ENTERPRISE
Invoiced
07 Sep 2026
Due
22 Sep 2026
Amount
₹13,452.00
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
VM/001-0010 PAID
milan bhai
milon
12 Sep 2026 → 17 Sep 2026
₹33,924.00
BRMS/001-0015 PAID
Ramdev fashion
12 Sep 2026 → 18 Sep 2026
₹767.00
VM/001-0009 PAID
jensi fashion
11 Sep 2026 → 17 Sep 2026
₹1,300.00
VM/001-0008 DRAFT
Alpeshbhai
Hari om
10 Sep 2026 → 11 Sep 2026
₹15,600.00
VM/001-0007 PAID
MNK clothings
10 Sep 2026 → 19 Sep 2026
₹4,850.00
BRMS/001-0014 PAID
UNIVERSAL ENTERPRISE
10 Sep 2026 → 18 Sep 2026
₹2,242.00
BRMS/001-0013 PAID
FOBRAS ENTERPRISES
10 Sep 2026 → 19 Sep 2026
₹4,602.00
VM/001-0006 PAID
Madhav enterprise
09 Sep 2026 → 17 Sep 2026
₹2,850.00
BRMS/001-0012 PAID
Satyam fab
10 Sep 2026 → 25 Sep 2026
₹6,136.00
BRMS/001-0011 PAID
PANTH TEXTILES
09 Sep 2026 → 17 Sep 2026
₹2,242.00
VM/001-0005 PAID
Shreeji Fashion
08 Sep 2026 → 13 Sep 2026
₹4,750.00
BRMS/001-0010 PAID
SHREE FASHION
08 Sep 2026 → 13 Sep 2026
₹1,003.00
VM/001-0004 PAID
Ag one impotent
08 Sep 2026 → 13 Sep 2026
₹6,650.00
BRMS/001-0009 PAID
K K COLLECTION
07 Sep 2026 → 15 Sep 2026
₹19,281.00
BRMS/001-0008 PAID
JAY ENTERPRISE
07 Sep 2026 → 22 Sep 2026
₹13,452.00

💳 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