Billing & Reports
Create professional invoices, track payments, and generate comprehensive reports for your CA practice.
Invoices & Billing#
Create professional, GST-compliant invoices with automatic tax calculations, payment tracking, and automated reminders.
Invoice Number Format#
Invoices are automatically numbered based on your financial year settings:
INV/2024-25/00001
Billing Modes#
Fixed Fee
Pre-agreed service fees per task type or client
Hourly
Bill based on tracked time at hourly rates
Hybrid
Combine fixed fees with hourly overflow
The system automatically determines whether to apply CGST/SGST or IGST based on your organization's state and the client's registered state.
Creating an Invoice#
Step-by-step guide to generate professional invoices for your clients.
Step-by-Step Guide#
Go to Billing > Invoices from the sidebar
Click "Create Invoice" button
Select the Client from the dropdown
Choose Invoice Type: Tax Invoice, Proforma, or Credit Note
Set Invoice Date and Due Date
Add line items: Description, SAC/HSN code, Amount
Review auto-calculated taxes (CGST/SGST or IGST)
Add any discounts or additional charges
Preview the invoice PDF
Click "Save" to create as draft or "Send" to email directly
Add Line Items
Add services with descriptions, quantities, and rates
From Tasks
Auto-populate from completed billable tasks
Download PDF
Generate professional PDF with your branding
Email Invoice
Send directly to client with custom message
Adding Line Items#
Each line item includes these fields:
| Field | Description | Example |
|---|---|---|
| Description | Service name or details | GSTR-3B Compliance for Oct 2025 |
| SAC Code | Service Accounting Code | 998231 |
| Quantity | Number of units | 1 |
| Rate | Price per unit | 2,000.00 |
| GST Rate | Applicable GST % | 18% |
Bulk Invoice Generation#
Generate invoices for multiple clients at once:
Go to Billing > Bulk Invoice
Select billing period (month/quarter)
Choose clients to include
Select services/tasks to bill
Review generated invoices
Approve and send all at once
Once an invoice is sent to the client, you cannot edit it. To make corrections, create a Credit Note or Debit Note. Draft invoices can be edited freely.
Payment Tracking#
Monitor payments, outstanding balances, and aging analysis across all clients.
Payment Recording
- Multiple payment modes
- Partial payments
- Auto-reconciliation
Aging Analysis
- 30, 60, 90+ day buckets
- Outstanding reports
- Collection tracking
Reminders
- Due date alerts
- Overdue notifications
- Auto-follow up emails
Supported Payment Modes#
Client Ledger#
View complete transaction history for any client:
Reports & Analytics#
Generate detailed reports on team productivity, compliance status, and revenue tracking.
Team Productivity
- Tasks per member
- Completion time
- Billable hours
- Workload distribution
Compliance
- Compliance rates by type
- Overdue compliance work
- Deadline alerts
- Client compliance score
Financial
- Revenue by client
- Outstanding invoices
- Collection rates
- Billing efficiency
Scheduled Reports#
Configure reports to be generated and emailed automatically:
Report Filters#
All reports support these filtering options: