Sales (Invoicing, estimates, quotations & more)

1. Create Invoice

     a. Create a new invoice
     b. Copy an existing invoice to a new invoice
     c. Discount Setting
     d. Include Withholding tax or TDS

2. Edit Invoice

3. Delete Invoice
     a. Delete single invoice
     b. Delete multiple invoices

4. Record a client payment
    a. Record client payment against an invoice
    b. Record a payment to set-off dues across multiple invoices of a client

5. Edit Payment

6. Schedule Payment reminder

7. Issue a payment receipt

8. Delete Payment Receipt

9. Create Delivery Note/ Delivery Challan
     a. Create new delivery note/delivery challan
     b. Create new delivery note/delivery challan from invoice

10. Create Estimates/quotations/proforma invoice & proposal
     a. Create Estimates/quotations/proforma invoice
     b. Create proposal

11. Edit Estimate

12. Delete Estimate
     a. Delete single estimate
     b. Delete multiple estimates

13. Convert an estimate/quotation to an invoice

14. Add a new product/item
     a. Add single product at a time
     b. Add multiple products (import product list)

15. Log product purchase details

16. Edit product details

17. Delete product

18. Add client
     a. Add a new client
     b. Add multiple clients (import client list)
     c. Add client's opening balance
     d. Edit client's opening balance

19. Edit client

20. Delete client

21. View Invoices and Payments Summary of a Client

22. Log Advance payments made by a client

23. Delete credit balance/client advance/credit note/un-allocated or Un-apportioned payment
     a. Credit balance FAQ
     b. Delete credit balance (Credit Balance/Un-apportioned payment)

24. Set-off client’s credit balance against an unpaid invoice

25. Log refund and issue refund receipt

26. Delete Refund

27. Issuing a credit note

28. Delete credit note

29. Invoice Dashboard


Purchases and Expenses

30. Purchase Order

31. Edit Purchase Order

32. Delete purchase order
     a. Delete single purchase order
     b. Delete multiple purchase orders

33. Log a purchase bill

34. Log an expense

35. Copy expense/purchase bill to create a new expense/purchase bill

36. Edit Expense

37. Delete Expense
     a. Delete single expense
     b. Delete multiple expenses

38. Edit Expense Payment

39. Delete Expense Payment

40. Log Payment made to vendor

41. Add Vendor
    a. Add a new vendor
     b. Add vendor's opening balance
     c. Edit vendor's opening balance

42. Edit vendor

43. Delete vendor
     a. Delete a vendor
     b. Delete multiple vendors

44. Advance payment made to a vendor

45. Delete Advance Payment made to vendor

46. Set-off excess amount paid to vendor against an expense

47. Log refund received against a purchase bill

48. Delete refund

49. Log credit note issued by your vendor

50. Delete credit note

51. Expense Dashboard


52. Profit and Loss Statement

53. Cash Book

54. Bank Book

55. Tax reporting


56. Company Details

57. Sales Settings

58. Add/Edit Expense Category

59. Bank Settings
     a. Add Bank. Cash deposits and interbank transfers
     b. Edit bank details

60. Integrations
     a. PayPal Integration
     b. Stripe Integration

61. Change password

62. Add new user

63. Raise Support Ticket (Contact us)

64. Plans & Upgrades (Manage subscription)



65. Add/Edit Logo

66. Delete Logo

67. Log an expense against an invoice (link invoice and expense)

68. Customize email content

69. Inventory Reports

70. Log payments received in bank account

71. Apply filters to simplify data search across listings

72. Track invoice level profit

73. Retrieve password

74. Data Backup

75. Show/hide product suggestion

76. Upload digital signature

77. Set-up available units tracking/ opening stock
     a. Set-up available units/opening stock for multiple product
     b. Set-up available units for one product at a time

78. Edit user details

79. Set default payment mode and bank account

80. Record VAT/GST/Sales Tax payment