Invoice — SOP
How this module works — Generated 03 Sep 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.
📋 List
See every invoice, its status, aging and payment tracker in one table.
💳 Payment
Record a payment (full or partial) — status and balance update instantly.
📊 GST Report
Month-wise CGST/SGST/IGST breakup, ready for filing.
📄 Statement
A client's full invoice + payment history on one page.
🔁 Recurring
Auto-generate the same invoice every week/month/quarter/year.
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).
4
Auto-tracked → status flips to Paid/Overdue on its own; GST Report stays accurate for filing.