Sales, Quotations & GST Invoicing
From won lead to paid invoice — and every payment recorded and receipted automatically.
Marketing brings the lead — Sales & Invoicing helps you close it and get paid. Create professional GST quotations, convert them to invoices and share them on WhatsApp with a Pay now link on your own Razorpay account. Payments made on your website through Razorpay are recorded too, each one becoming a paid invoice that's sent to the customer by email and WhatsApp without you lifting a finger.
What you get
- Professional GST-ready quotations and invoices, in your business's name
- Convert an accepted quotation into an invoice in one click
- Payment links on your own Razorpay account, shared on WhatsApp with a Pay button
- Every payment on your website's Razorpay becomes a paid invoice — including ones from the last 90 days
- The paid invoice sent automatically by email and WhatsApp the moment it's paid
- Record part or full payments and track what's outstanding
- Sales reports: revenue collected over the last 6 months by source, top customers and CSV export
- Import won leads as customers so nothing is retyped
How it works
From idea to done in three steps.
Connect Razorpay
Add your own Razorpay keys once, and add or import your customers.
Quote or invoice
Create a GST quotation or invoice, and send it with a Pay now link.
Get paid, automatically
Payments are recorded and the paid invoice goes to the customer on its own.
Frequently asked questions
Can I create GST invoices?+
Yes. Create GST-ready quotations and invoices with your line items and tax, then download a PDF or share them on WhatsApp.
Can my website payments be recorded?+
Yes. Connect your Razorpay account and every captured payment — from your website, a payment link or a button — becomes a paid invoice with the customer's details. You can also import the last 7, 30 or 90 days.
Is the invoice sent to the customer automatically?+
Yes. When an invoice is fully paid, it's emailed to the customer and sent on WhatsApp — in the chat if it's open, or with an approved invoice template if not.
Can I turn a quotation into an invoice?+
Yes. Convert an accepted quotation into an invoice in one click — no need to re-enter anything.
Can I track payments?+
Yes. Record part or full payments against each invoice, see outstanding balances, and see collections by source over the last six months in Sales reports.
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