Billing & invoicing
GST and non-GST sales documents, purchase records, professional invoice layouts, invoice header/logo customisation, document printing, duplication and conversion workflows.
Advanced scope: 15+ templates, A4/A5/thermal layouts, export/SEZ invoices, multi-currency documents and shipping labels.
Customers, vendors & products
Customer/vendor master data, product catalogue, pricing, HSN/SAC and tax-rate fields, customer grouping and reusable records.
Integration-dependent: GSTIN-based customer auto-fill and external validation.
Inventory & stock
Product inventory, stock tracking and low-stock alerts. Advanced stock movement, bill of materials and job-work material tracking should be enabled only after the relevant workflows are completed.
Orders and business documents
Quotations, proforma invoices, delivery challans, purchase orders, sales orders, packing lists, job work, business letters, price lists and credit/debit notes.
Payments & follow-ups
Payment receipts, outstanding/payment-status tracking, bank ledger and payment reminders. Automated reminders depend on messaging/email configuration.
UPI QR on invoices may be provided as a payment-instruction feature; it does not itself process or verify payments.
Reports and tax preparation
Sales, purchase, inventory, payment and income/expense reports; activity logs and GST return preparation reports such as GSTR-1, GSTR-2B and GSTR-3B, subject to implementation and validation.
Reports are not a substitute for professional tax advice or official return filing.
Team and multiple companies
Separate company profiles, staff accounts, role-based permissions and access controls. The current code’s limits and permissions must be validated before making plan-limit guarantees.
Share and export
Print or save documents as PDF, and use supported WhatsApp/email sharing workflows. SMS delivery, email attachments and reliable third-party message delivery require additional configuration.
AI and connected services
AI-assisted purchase import, E-Way Bill, E-Invoice, digital signatures, Go Drive, Tally integration and barcode workflows are advanced catalogue items. These need their respective API/provider integration and testing before they can be offered as active features.
Small businesses, retailers, wholesalers, distributors, manufacturers, service providers, freelancers and consultants who need to organise invoices, customer/product data and routine business records.