Supplier & GST configuration
Maintain supplier state, GST identification, tax setup and numbering series.
Optional billing add-on
GST billing, customer records and collections. Connected to your customer workflow.
Create and manage Indian GST billing records, customer and item masters, invoices, quotations, notes and collection activity. Availability depends on an enabled add-on and workspace rollout.
Optional add-on · rollout/plan eligibility appliesWhat you can do
Practical features, connected workflows.
Exact access depends on plan capacity, integration setup and rollout eligibility.
Customer and item masters
Reuse accurate customer records, item details and tax classification across billing documents.
Invoices and bills of supply
Prepare drafts, issue final documents, calculate applicable taxes and generate PDFs.
Quotations
Create quotes, maintain customer context and produce quote documents.
Credit and debit notes
Adjust issued billing documents with traceable note records where supported.
Payments & collection records
Track paid, due and outstanding values, receipts and reminders.
Connected WhatsApp notifications
Use supported invoice and payment events with approved templates and eligible automation settings.
How it fits
A connected customer workflow
From setup to follow-up, the steps stay visible in one workspace.
01
Configure your workspace
Set supplier identity, state, GST series and item catalog.
02
Create a document
Select a customer, review taxes and issue the invoice or quotation.
03
Collect and report
Record payments and view billing history and customer balances.
Optional billing add-on
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