Invoice — SOP
How this module works — Generated 21 Oct 2026
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.
Step-by-Step Workflow
1
Create invoice → pick client, add items, GST auto-detected from company + client GSTIN.
2
Save & Send → download the PDF or send it straight on WhatsApp.
3
Record Payment → as money comes in, log it (partial payments supported) — status and balance update instantly.
4
Auto-tracked → status flips to Paid/Overdue on its own; check the Payment Tracker tab for what needs chasing today.
5
Everything else — Aging, Recurring templates, and the Money Dashboard — lives in its own tab above the invoice list, so nothing is more than one click away.
Connections
🔗 Leads
Creating an invoice auto-links (or creates) the client as a Lead and marks the deal Converted; getting paid updates that lead's Total Revenue automatically.
🔗 Bank
Recording a payment against a chosen bank account creates a real credit entry there too — the bank balance and invoice status can never drift apart.
🔗 Incentives
A sales person on the invoice against a matching slab earns a Pending incentive automatically — it only turns Confirmed once the invoice is fully paid, not just billed.
🔗 Lead Activity
Every invoice milestone — created, sent, paid, payment recorded, PDF downloaded — logs to the client's activity timeline, visible from their Lead profile.