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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⚠️ SOP outdated — module code changed since this was written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: cancelInvoice added
+ New: deletePayment added
+ New: deleteRefund added
+ New: nextNumber added
+ New: undoCancelInvoice 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
94
Invoices
₹920.5k
Total value
₹613.7k
Paid
0
Overdue
Total Invoices
94
All time
Total Value
₹920.5k
Pipeline value
Paid
₹613.7k
90 invoices
Pending
₹306.8k
All on track
TDS Credits (This Year)
₹0.1k
Claimable in ITR
VIEW:
97 invoices
97 invoices
₹920.5k total value
Invoice Client Date Due Amount Status Actions
VM/001-0043
1 items
Hiralya
08 Oct 2026
14 Oct 2026
₹9,500.00
 PAID
BRMS/001-0044
1 items
Satyam fab
08 Oct 2026
14 Oct 2026
₹1,534.00
incl. GST ₹234.00
 PAID
BRMS/001-0043
3 items
KRIVA FASHION
07 Oct 2026
15 Oct 2026
₹3,946.00
incl. GST ₹601.92
 PAID
BRMS/001-0042
1 items
Morpeench Trends
06 Oct 2026
10 Oct 2026
₹1,534.00
incl. GST ₹234.00
 PAID
VM/001-0042
1 items
Pari Creation
06 Oct 2026
11 Oct 2026
₹7,500.00
 PAID
BRMS/001-0041
1 items
Anand Batra
SHUBHAM ENTERPRISE
06 Oct 2026
21 Oct 2026
₹4,366.00
incl. GST ₹666.00
 PAID
VM/001-0041
1 items
Redicon Scientific
06 Oct 2026
13 Oct 2026
₹3,900.00
 PAID
BRMS/001-0040
1 items
PANTH TEXTILES
06 Oct 2026
13 Oct 2026
₹1,121.00
incl. GST ₹170.99
 PAID
VM/001-0040
3 items
milanbhai
06 Oct 2026
08 Oct 2026
₹23,438.00
 PAID
VM/001-0039
1 items
Savari life style
05 Oct 2026
10 Oct 2026
₹5,200.00
 PAID
VM/001-0038
1 items
Khodal enterprises
04 Oct 2026
10 Oct 2026
₹650.00
 PAID
BRMS/001-0038
1 items
Shri Shri Textile
03 Oct 2026
18 Oct 2026
₹283.00
incl. GST ₹43.20
 PAID
BRMS/001-0037
2 items
Anand Batra
SHUBHAM ENTERPRISE
03 Oct 2026
16 Oct 2026
₹57,053.00
incl. GST ₹8,703.00
 PAID
VM/001-0037
1 items
Swishly FAshion
02 Oct 2026
17 Oct 2026
₹1,300.00
 CANCELLED
BRMS/001-0036
1 items
Piyushbhai
Aai Shree Khodiyar
02 Oct 2026
13 Oct 2026
₹257,830.00
incl. GST ₹39,330.00
₹150,000.00 / ₹257,830.00 (58%)
 PARTIAL
BRMS/001-0035
1 items
PERFECT FASHION
02 Oct 2026
08 Oct 2026
₹4,484.00
incl. GST ₹684.00
 PAID
VM/001-0036
1 items
Shri Shri Textile
02 Oct 2026
08 Oct 2026
₹3,363.00
incl. GST ₹513.00
 PAID
VM/001-0035
1 items
BANSEE CREATION
02 Oct 2026
09 Oct 2026
₹950.00
 PAID
BRMS/001-0034
1 items
NILKANTH CREATION
01 Oct 2026
07 Oct 2026
₹14,573.00
incl. GST ₹2,223.00
 PAID
VM/001-0034
2 items
krishbhai gevriya
01 Oct 2026
06 Oct 2026
₹19,140.00
 PAID
InvoiceClientAmountStatusActions
VM/001-0043 Hiralya ₹9,500.00 PAID
BRMS/001-0044 Satyam fab ₹1,534.00 PAID
BRMS/001-0043 KRIVA FASHION ₹3,946.00 PAID
BRMS/001-0042 Morpeench Trends ₹1,534.00 PAID
VM/001-0042 Pari Creation ₹7,500.00 PAID
BRMS/001-0041 Anand Batra ₹4,366.00 PAID
VM/001-0041 Redicon Scientific ₹3,900.00 PAID
BRMS/001-0040 PANTH TEXTILES ₹1,121.00 PAID
VM/001-0040 milanbhai ₹23,438.00 PAID
VM/001-0039 Savari life style ₹5,200.00 PAID
VM/001-0038 Khodal enterprises ₹650.00 PAID
BRMS/001-0038 Shri Shri Textile ₹283.00 PAID
BRMS/001-0037 Anand Batra ₹57,053.00 PAID
VM/001-0037 Swishly FAshion ₹1,300.00 CANCELLED
BRMS/001-0036 Piyushbhai ₹257,830.00 PARTIAL
BRMS/001-0035 PERFECT FASHION ₹4,484.00 PAID
VM/001-0036 Shri Shri Textile ₹3,363.00 PAID
VM/001-0035 BANSEE CREATION ₹950.00 PAID
BRMS/001-0034 NILKANTH CREATION ₹14,573.00 PAID
VM/001-0034 krishbhai gevriya ₹19,140.00 PAID
VM/001-0043 PAID
Client
Hiralya
Invoiced
08 Oct 2026
Due
14 Oct 2026
Amount
₹9,500.00
BRMS/001-0044 PAID
Client
Satyam fab
Invoiced
08 Oct 2026
Due
14 Oct 2026
Amount
₹1,534.00
BRMS/001-0043 PAID
Client
KRIVA FASHION
Invoiced
07 Oct 2026
Due
15 Oct 2026
Amount
₹3,946.00
BRMS/001-0042 PAID
Client
Morpeench Trends
Invoiced
06 Oct 2026
Due
10 Oct 2026
Amount
₹1,534.00
VM/001-0042 PAID
Client
Pari Creation
Invoiced
06 Oct 2026
Due
11 Oct 2026
Amount
₹7,500.00
BRMS/001-0041 PAID
Client
Anand Batra · SHUBHAM ENTERPRISE
Invoiced
06 Oct 2026
Due
21 Oct 2026
Amount
₹4,366.00
VM/001-0041 PAID
Client
Redicon Scientific
Invoiced
06 Oct 2026
Due
13 Oct 2026
Amount
₹3,900.00
BRMS/001-0040 PAID
Client
PANTH TEXTILES
Invoiced
06 Oct 2026
Due
13 Oct 2026
Amount
₹1,121.00
VM/001-0040 PAID
Client
milanbhai
Invoiced
06 Oct 2026
Due
08 Oct 2026
Amount
₹23,438.00
VM/001-0039 PAID
Client
Savari life style
Invoiced
05 Oct 2026
Due
10 Oct 2026
Amount
₹5,200.00
VM/001-0038 PAID
Client
Khodal enterprises
Invoiced
04 Oct 2026
Due
10 Oct 2026
Amount
₹650.00
BRMS/001-0038 PAID
Client
Shri Shri Textile
Invoiced
03 Oct 2026
Due
18 Oct 2026
Amount
₹283.00
BRMS/001-0037 PAID
Client
Anand Batra · SHUBHAM ENTERPRISE
Invoiced
03 Oct 2026
Due
16 Oct 2026
Amount
₹57,053.00
VM/001-0037 CANCELLED
Client
Swishly FAshion
Invoiced
02 Oct 2026
Due
17 Oct 2026
Amount
₹1,300.00
BRMS/001-0036 PARTIAL
Client
Piyushbhai · Aai Shree Khodiyar
Invoiced
02 Oct 2026
Due
13 Oct 2026
Amount
₹257,830.00
BRMS/001-0035 PAID
Client
PERFECT FASHION
Invoiced
02 Oct 2026
Due
08 Oct 2026
Amount
₹4,484.00
VM/001-0036 PAID
Client
Shri Shri Textile
Invoiced
02 Oct 2026
Due
08 Oct 2026
Amount
₹3,363.00
VM/001-0035 PAID
Client
BANSEE CREATION
Invoiced
02 Oct 2026
Due
09 Oct 2026
Amount
₹950.00
BRMS/001-0034 PAID
Client
NILKANTH CREATION
Invoiced
01 Oct 2026
Due
07 Oct 2026
Amount
₹14,573.00
VM/001-0034 PAID
Client
krishbhai gevriya
Invoiced
01 Oct 2026
Due
06 Oct 2026
Amount
₹19,140.00
VM/001-0043 PAID
Hiralya
08 Oct 2026 → 14 Oct 2026
₹9,500.00
BRMS/001-0044 PAID
Satyam fab
08 Oct 2026 → 14 Oct 2026
₹1,534.00
BRMS/001-0043 PAID
KRIVA FASHION
07 Oct 2026 → 15 Oct 2026
₹3,946.00
BRMS/001-0042 PAID
Morpeench Trends
06 Oct 2026 → 10 Oct 2026
₹1,534.00
VM/001-0042 PAID
Pari Creation
06 Oct 2026 → 11 Oct 2026
₹7,500.00
BRMS/001-0041 PAID
Anand Batra
SHUBHAM ENTERPRISE
06 Oct 2026 → 21 Oct 2026
₹4,366.00
VM/001-0041 PAID
Redicon Scientific
06 Oct 2026 → 13 Oct 2026
₹3,900.00
BRMS/001-0040 PAID
PANTH TEXTILES
06 Oct 2026 → 13 Oct 2026
₹1,121.00
VM/001-0040 PAID
milanbhai
06 Oct 2026 → 08 Oct 2026
₹23,438.00
VM/001-0039 PAID
Savari life style
05 Oct 2026 → 10 Oct 2026
₹5,200.00
VM/001-0038 PAID
Khodal enterprises
04 Oct 2026 → 10 Oct 2026
₹650.00
BRMS/001-0038 PAID
Shri Shri Textile
03 Oct 2026 → 18 Oct 2026
₹283.00
BRMS/001-0037 PAID
Anand Batra
SHUBHAM ENTERPRISE
03 Oct 2026 → 16 Oct 2026
₹57,053.00
VM/001-0037 CANCELLED
Swishly FAshion
02 Oct 2026 → 17 Oct 2026
₹1,300.00
BRMS/001-0036 PARTIAL
Piyushbhai
Aai Shree Khodiyar
02 Oct 2026 → 13 Oct 2026
₹257,830.00
BRMS/001-0035 PAID
PERFECT FASHION
02 Oct 2026 → 08 Oct 2026
₹4,484.00
VM/001-0036 PAID
Shri Shri Textile
02 Oct 2026 → 08 Oct 2026
₹3,363.00
VM/001-0035 PAID
BANSEE CREATION
02 Oct 2026 → 09 Oct 2026
₹950.00
BRMS/001-0034 PAID
NILKANTH CREATION
01 Oct 2026 → 07 Oct 2026
₹14,573.00
VM/001-0034 PAID
krishbhai gevriya
01 Oct 2026 → 06 Oct 2026
₹19,140.00

💳 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