| GST-Compliant Invoicing |
Generate GST invoices with tax breakdowns, auto-calculations, and QR codes. |
Design invoice templates |
Design multiple professional invoice layouts with GST fields, logo upload, and branding options. |
| GST-Compliant Invoicing |
Generate GST invoices with tax breakdowns, auto-calculations, and QR codes. |
Implement tax calculations |
Develop tax engine to auto-apply CGST/SGST/IGST based on buyer-seller state. |
| GST-Compliant Invoicing |
Generate GST invoices with tax breakdowns, auto-calculations, and QR codes. |
Auto-generate invoice numbers |
Auto-increment invoice numbers with configurable prefix, suffix, and reset rules. |
| GST-Compliant Invoicing |
Generate GST invoices with tax breakdowns, auto-calculations, and QR codes. |
PDF/email functionality |
Enable invoice export as PDF and direct email/WhatsApp sharing with clients. |
| Estimates and Quotations |
Create and convert estimates into invoices. |
Estimate module |
Allow creation of estimates with editable line items and client-specific terms. |
| Estimates and Quotations |
Create and convert estimates into invoices. |
Status tracking |
Implement status tags like 'Sent', 'Approved', 'Rejected' with timestamps. |
| Estimates and Quotations |
Create and convert estimates into invoices. |
Convert to invoice |
Enable invoice creation from challan without re-entering data. |
| Estimates and Quotations |
Create and convert estimates into invoices. |
PDF/sharing |
Allow download and send options for estimates/quotations. |
| Inventory Management |
Track stock with batch and expiry details, and alerts. |
Product master |
Manage item details including name, SKU, HSN code, tax rates, and stock level. |
| Inventory Management |
Track stock with batch and expiry details, and alerts. |
Stock tracking |
Auto-update inventory levels on invoice or purchase entry. |
| Inventory Management |
Track stock with batch and expiry details, and alerts. |
Batch/expiry tracking |
Track batch numbers and expiry dates, especially for FMCG and pharma sectors. |
| Inventory Management |
Track stock with batch and expiry details, and alerts. |
Low stock alerts |
Trigger alerts when item stock drops below reorder level. |
| Inventory Management |
Track stock with batch and expiry details, and alerts. |
Barcode scanning (optional) |
Support barcode input to add items quickly to invoice or purchase. |
| Expense Tracking |
Log business expenses and analyze by category. |
Expense entry module |
Log expenses with amount, date, vendor, and category fields. |
| Expense Tracking |
Log business expenses and analyze by category. |
Category management |
Create custom expense categories for reporting and filtering. |
| Expense Tracking |
Log business expenses and analyze by category. |
Vendor tracking |
Maintain a contact book for vendors and suppliers. |
| Expense Tracking |
Log business expenses and analyze by category. |
Recurring expenses |
Set up auto-entry for rent, subscriptions, or recurring bills with reminders. |
| Receivables and Payables |
Monitor outstanding invoices and send reminders. |
Due date tracking |
Add due dates for each invoice and highlight overdue entries. |
| Receivables and Payables |
Monitor outstanding invoices and send reminders. |
Payment reminder scheduler |
Send automatic reminders via SMS/email before and after due dates. |
| Receivables and Payables |
Monitor outstanding invoices and send reminders. |
Aging reports |
Generate 30/60/90+ day aging analysis for receivables and payables. |
| Receivables and Payables |
Monitor outstanding invoices and send reminders. |
Partial payments |
Allow recording of partial receipts and update balance due dynamically. |
| Delivery Challans |
Create and manage delivery challans with conversion to invoices. |
Challan module |
Create delivery challans without tax and with dispatch details. |
| Delivery Challans |
Create and manage delivery challans with conversion to invoices. |
Stock movement tracking |
Adjust stock movement when a challan is issued or converted. |
| Delivery Challans |
Create and manage delivery challans with conversion to invoices. |
Convert to invoice |
Enable invoice creation from challan without re-entering data. |
| Delivery Challans |
Create and manage delivery challans with conversion to invoices. |
Status updates |
Mark challans as Delivered, Returned, or Pending. |
| Bank Account Integration |
Track transactions, reconcile statements. |
Bank ledger |
Maintain transaction logs for each bank account with debit/credit entries. |
| Bank Account Integration |
Track transactions, reconcile statements. |
Reconciliation module |
Match bank transactions with software entries using rules or manual match. |
| Bank Account Integration |
Track transactions, reconcile statements. |
Cheque tracking |
Track issued or received cheques with status (cleared, bounced, pending). |
| Bank Account Integration |
Track transactions, reconcile statements. |
Import bank statements |
Allow upload of CSV/Excel bank statements for reconciliation. |
| Comprehensive Reporting |
Generate detailed business and tax reports. |
Report templates |
Pre-built formats for P&L, GST summary, inventory reports. |
| Comprehensive Reporting |
Generate detailed business and tax reports. |
Export options |
Download reports as Excel, PDF or email them to stakeholders. |
| Comprehensive Reporting |
Generate detailed business and tax reports. |
Date filters |
Enable report customization by date range, party, item, etc. |
| User-Friendly Interface |
Intuitive, clean UI for ease of use. |
Dashboard KPIs |
Show key metrics like today’s sales, outstanding dues, and stock alerts. |
| User-Friendly Interface |
Intuitive, clean UI for ease of use. |
Responsive design |
Ensure software works on desktops, tablets, and mobiles fluidly. |
| User-Friendly Interface |
Intuitive, clean UI for ease of use. |
Tooltips/help walkthroughs |
Add inline guidance and tooltips for new users. |
| Customization Options |
Allow customization of invoices, views, and settings. |
Template builder |
Drag-and-drop customization for invoice sections and layout. |
| Customization Options |
Allow customization of invoices, views, and settings. |
Field toggles |
Enable/disable fields like PAN, Transport, PO Number, etc. |
| Customization Options |
Allow customization of invoices, views, and settings. |
Currency/date settings |
Allow regional formats for INR and DD/MM/YYYY date style. |
| Customization Options |
Allow customization of invoices, views, and settings. |
User-defined fields |
Add custom fields to invoices or products as needed by users. |
| Data Security and Backup |
Secure and backup financial data. |
RBAC |
Assign user roles like Admin, Manager, Viewer with permission control. |
| Data Security and Backup |
Secure and backup financial data. |
2FA login |
Enable two-step authentication via SMS/email. |
| Data Security and Backup |
Secure and backup financial data. |
Data encryption |
Encrypt sensitive data using AES-256 or similar standards. |
| Data Security and Backup |
Secure and backup financial data. |
Auto backups |
Automate backups to cloud storage or local system periodically. |
| Data Security and Backup |
Secure and backup financial data. |
Audit logs |
Log all user activity with timestamp and action details. |
| Multi-Device and Offline Access |
Support for offline and mobile access. |
Local data caching |
Store recent data locally in browser or app for offline access. |
| Multi-Device and Offline Access |
Support for offline and mobile access. |
Sync queue |
Queue transactions for sync when internet is available. |
| Multi-Device and Offline Access |
Support for offline and mobile access. |
Sync indicators |
Show real-time sync status with manual sync option. |
| Multi-Device and Offline Access |
Support for offline and mobile access. |
Mobile compatibility |
Fully functional mobile app with core billing features. |
| Online Store Integration |
Create a digital store for client orders. |
Product listing |
Showcase items with images, pricing, and stock status online. |
| Online Store Integration |
Create a digital store for client orders. |
Cart/order module |
Allow customers to add to cart and place online orders. |
| Online Store Integration |
Create a digital store for client orders. |
Invoice on order |
Generate invoice automatically when order is confirmed. |
| Online Store Integration |
Create a digital store for client orders. |
Public store link |
Create unique store link to share with customers for easy access. |
| Payment Gateway Integration |
Enable digital payments via invoices. |
Gateway API integration |
Integrate with Razorpay, Paytm, or Cashfree for payments. |
| Payment Gateway Integration |
Enable digital payments via invoices. |
Invoice payment button |
Add payment button in invoice for one-click digital payment. |
| Payment Gateway Integration |
Enable digital payments via invoices. |
Payment status tracking |
Track payment status and auto-update invoice as paid. |
| Compliance & Audit Support |
Ensure GST compliance and audit readiness. |
Audit trail |
Maintain audit log for each record (edit, delete, create). |
| Compliance & Audit Support |
Ensure GST compliance and audit readiness. |
GST JSON export |
Export GSTR-1, 3B data in JSON format for GST portal upload. |
| Compliance & Audit Support |
Ensure GST compliance and audit readiness. |
e-Invoicing integration |
Integrate with NIC portal for real-time IRN and QR code. |
| Compliance & Audit Support |
Ensure GST compliance and audit readiness. |
Tax reconciliation reports |
Compare tax paid vs collected and HSN-wise breakdown. |