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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⚠️ SOP outdated — module code changed since this was written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/001-0022
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
 PAID
BRMS/001-0021
1 items
FOBRAS ENTERPRISES
19 Sep 2026
08 Oct 2026
₹2,301.00
incl. GST ₹351.00
 PAID
VM/001-0020
1 items
Sai Enterprise
16 Sep 2026
21 Sep 2026
₹950.00
 PAID
VM/001-0019
2 items
Alankar
16 Sep 2026
24 Sep 2026
₹21,000.00
 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/001-0015
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
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
 CANCELLED
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
InvoiceClientAmountStatusActions
VM/001-0022 Mahadev Creation ₹2,300.00 PAID
VM/001-0021 Radhe Priya ₹1,900.00 PAID
BRMS/001-0021 FOBRAS ENTERPRISES ₹2,301.00 PAID
VM/001-0020 Sai Enterprise ₹950.00 PAID
VM/001-0019 Alankar ₹21,000.00 PAID
VM/001-0018 Mukesh Bhai ₹4,550.00 PAID
VM/001-0017 Shanker Bhai ₹5,500.00 PAID
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
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 CANCELLED
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
VM/001-0022 PAID
Client
Mahadev Creation
Invoiced
19 Sep 2026
Due
04 Oct 2026
Amount
₹2,300.00
VM/001-0021 PAID
Client
Radhe Priya
Invoiced
19 Sep 2026
Due
22 Sep 2026
Amount
₹1,900.00
BRMS/001-0021 PAID
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
₹21,000.00
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/001-0015 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
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 CANCELLED
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
VM/001-0022 PAID
Mahadev Creation
19 Sep 2026 → 04 Oct 2026
₹2,300.00
VM/001-0021 PAID
Radhe Priya
19 Sep 2026 → 22 Sep 2026
₹1,900.00
BRMS/001-0021 PAID
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
₹21,000.00
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/001-0015 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
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 CANCELLED
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

💳 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