How it works
A simple quote-to-payment flow
Move from document creation to collections tracking without jumping across disconnected tools.
1
Set up your business profile
Add your business entity, GST details, customer master, product or service catalog, and payment terms.
2
Create a quote or invoice
Generate a clean commercial document using reusable templates and structured line items.
3
Send and track status
Email the document, track revisions and acceptance, and keep the communication trail visible.
4
Record payments and follow up
Track full or partial payments, view due dates and aging, and send reminders from your configured workflow.
5
Handle adjustments cleanly
Use credit notes, debit notes, and advance adjustments where needed while preserving traceability.
6
Review dashboard and exports
Check outstanding dues, reminder activity, and export-ready records in one place.
Why this flow matters
- Less manual duplication
- Better collections discipline
- Cleaner record keeping
- Easier handoff if another team member joins later