GST Billing, CRM Leads & Quotations Suite

Organizations & Software Licenses

Manage tenant client organizations, license validity, and 365-day auto-expiry.

Org Name	Contact	Validity	Remaining	Users	Business Metrics	Renewal / Follow-up	Status	Actions
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Post Customer Update

Publish a notice to all organizations or one selected organization.

Platform overview

Organization Performance Console

Portfolio health, renewals, sales, and lead conversion across all organizations.

Organizations

0 active

Invoice Sales

₹0.00

0 invoices

Lead Conversion

0 leads · 0 lost

Subscription Collection

₹0.00

0 renewal follow-ups

Organization Performance

Sales, leads, conversion, and subscription health.

Organization	Sales	Leads	Won Value	Renewal

Renewal Follow-ups

Upcoming subscription actions.

Dashboard period

Subscription & Important Updates

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Action Center

Upcoming lead, quotation, and payment follow-ups.

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Receivable Ageing

Outstanding invoice balances by days since invoice date.

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Delivery Challan In

0.00

Units added through stock inward

Delivery Challan Out

0.00

Units issued through stock outward

Total Sales (Taxable)

₹0.00

Gross sales outward

Payments Collected

₹0.00

Cash collected in bank

Pending Receivables

₹0.00

Outstanding market due

Stock Valuation

₹0.00

0 active catalog items

Quick Action Center

Create GST compliant documents, onboard leads, generate quotations, or collect invoice payments.

Recent Invoices

Latest outward billing activities and collection statuses

Doc #	Date	Party	Total	Status	Action
Loading recent invoices...

GST Ledger Position

Current liability vs Available Input Tax Credit

Output CGST (Central): ₹0.00

Output SGST (State): ₹0.00

Output IGST (Integrated): ₹0.00

Available ITC (Purchases): ₹0.00

Total Output GST

Tax on outward supplies

₹0.00

Low Stock Alert Radar

Products requiring inward purchases replenishments

Checking inventory...

CRM Lead Pipeline & Enquiries

Track business prospects, stages, follow-up schedule, and convert deals to quotations.

Lead / Company	Contact	Source	Est. Value	Pipeline Status	Next Follow-Up	Actions
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Quotes & Commercial Estimates

Track proposal statuses, schedule follow-ups, and convert confirmed deals directly into Tax Invoices.

Quote #	Date	Customer / Party	Taxable	Grand Total	Quote Status	Next Follow-Up	Actions
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Tax Invoices (Rule 46)

View and manage each stage of the sales document flow.

Show documents

Doc #	Date	Customer	Grand Total	Paid Amount	Payment Status	Action
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Payments Received Register

Track all incoming customer collections, filter by date ranges, and analyze remittance modes.

From Date

To Date

Party / Customer

Filtered Collection

₹0.00

Total Transactions

0 Receipts

Primary Channel

UPI / QR

Payment Date	Invoice #	Customer / Party	Mode	Ref / UTR #	Invoice Total	Amount Received	Action
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Parties Master (Customers & Suppliers)

Unified entity catalog for both sales outward invoices and vendor purchases[cite: 1, 3].

Party Name	GSTIN	Phone	State	Full Address	Ledger
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Delivery Challans In / Out (Rule 55)

Challan #	Date	Recipient	Direction / Vehicle / Purpose	Grand Value	Action
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Items & Products Master

Product Name	HSN / SAC	GST %	Cost Price	Selling Price	Stock Available	Action
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Bills of Materials (BOM)

When the finished product is invoiced, its listed components are consumed from stock.

Finished Product	Components	Action
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Stock Movement Ledger

Trace opening stock, purchases, delivery challans, invoices, BOM consumption, and authorized adjustments.

Date & Time	Product	Source	Quantity	Reference
Open Inventory to load movement history.

Inward Purchase Bills

Record incoming supplier supplies to automatically replenish stock[cite: 1, 3].

Vendor / Supplier	Bill No.	Date	Taxable	ITC (GST)	Total Value	Paid	Pending	Action
Loading purchases...

Compliance & Business Reports

Monthly CRM Lead Conversion Pipeline

Status breakdown of leads acquired, proposals sent, and closed revenue month-wise

Monthly Tracker

Month	Total Leads	New	Contacted	Qualified	Proposal Sent	Won	Lost	Won Value (₹)
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GSTR-1 Table 4: B2B Invoices (Outward Supplies)

Customer GSTIN	Receiver Name	Invoice No	Date	Invoice Value	Taxable Value	Total Tax

GSTR-1 Table 12: HSN-wise Summary

HSN Code	Description	UQC	Total Qty	Taxable Value	CGST	SGST	IGST

Audit Report

Monthly sales and purchase registers in one audit-ready page.

Sales Register

Tax-rate summary from tax invoices for the selected month.

Name	Place	GSTIN	Date & Time	Invoice No.	Taxable Amount	CGST 0%	SGST 0%	CGST 5%	SGST 5%	CGST 12%	SGST 12%	CGST 18%	SGST 18%	CGST 28%	SGST 28%

Purchase Register

Tax-rate summary from supplier purchase bills for the selected month.

Name	Place	GSTIN	Date & Time	Bill No.	Taxable Amount	CGST 0%	SGST 0%	CGST 5%	SGST 5%	CGST 12%	SGST 12%	CGST 18%	SGST 18%	CGST 28%	SGST 28%

Organization Users & Access

Each organization is allocated 3 logins: 1 Admin and 2 Staff users.

Full Name	Username	Role	Created	Action
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Application Branding

This product logo appears on the shared login page and browser favicon for every customer.

PNG only. Images are automatically optimized to under 100 KB. Super Admin access only.

System Backup & Recovery

Create protected full database backups, download them securely, and control recovery during an approved maintenance window.

Restore protection

A restore replaces the complete database. It requires the exact typed confirmation and must be enabled temporarily by the server administrator through BILLING_ENABLE_DATABASE_RESTORE=YES. A recovery backup is created first.

Backup History

Files are stored in a web-protected server directory and are never available by direct link.

Created	Backup File	Size	Checksum	Actions
Open Settings to load backup history.

Application Error Alerts

Recent protected request failures. Detailed technical data stays in the server error log.

Open Settings to load alerts.

Business Profile & Master Setup

Company Invoice Logo

Automatically optimized to under 100 KB.

Authorised Signatory Signature

Automatically optimized to under 100 KB.

Company / Legal Name

GSTIN (15 Digits)

State Name

State Code (2 Digits)

Phone

Business Address

Remittance Bank Details

Bank Name

Account Number

IFSC Code

Branch

Billing Console Login

Notifications Center

Activity Timeline

Organizations & Software Licenses

Post Customer Update

Organization Performance Console

Organization Performance

Renewal Follow-ups

Subscription & Important Updates

Action Center

Receivable Ageing

₹0.00

₹0.00

₹0.00

₹0.00

Quick Action Center

Recent Invoices

GST Ledger Position

₹0.00

Low Stock Alert Radar

CRM Lead Pipeline & Enquiries

Quotes & Commercial Estimates

Tax Invoices (Rule 46)

Payments Received Register

₹0.00

0 Receipts

UPI / QR

Parties Master (Customers & Suppliers)

Delivery Challans In / Out (Rule 55)

Items & Products Master

Bills of Materials (BOM)

Stock Movement Ledger

Inward Purchase Bills

Record Supplier Payment

Compliance & Business Reports

Monthly CRM Lead Conversion Pipeline

GSTR-1 Table 4: B2B Invoices (Outward Supplies)

GSTR-1 Table 12: HSN-wise Summary

Audit Report

Sales Register

Purchase Register

Organization Users & Access

Application Branding

System Backup & Recovery

Backup History

Application Error Alerts

Business Profile & Master Setup

Remittance Bank Details

Add New CRM Lead

Quote Status & Follow-Up

Party Ledger

Create Tax Invoice

Line Items

Record Invoice Payment

Record Inward Purchase Bill

Received Items (Auto-increments Stock)

Add Party (Customer / Supplier)

Add New Product

Create Bill of Materials

Components consumed per unit

Create Organization

Add Staff User

COMPANY NAME

TAX INVOICE

Billed To / Consignee: