03Manage the money
Invoice in seconds. Get paid without chasing.
GST-compliant invoices with the tax worked out for you, sent as a link, an email and a PDF with your logo. Payments update the ledger on their own, and retainers bill themselves at six in the morning.
INV-0042 · Tax invoice
Meridian Logistics
GSTIN 27AABCM4821K1Z5
- Brand identitySAC 998391₹85,000
- Website design and buildSAC 998314₹40,000
- Content sprint · 4 weeksSAC 998361₹25,000
- CGST 9% + SGST 9%₹13,500 + ₹13,500
Total
One lakh seventy-seven thousand rupees only
₹1,77,000
What it replaces
- The invoice generator
- An accounts spreadsheet
- Calendar reminders to bill retainers
- Copy-pasting bank details into emails
03.1 · Invoicing & finance
Invoices
GST, done right
CGST and SGST when the client is in your state, IGST when they are not or for exports. SAC codes per line, a tax summary, GSTINs checked against their checksum, and the amount in words. GST is optional per invoice for clients who don't need it.
Draft freely, issue once
Drafts are fully editable. Issuing takes the next number, freezes your and the client's details and locks the invoice. Corrections go through a void, which is how your accountant wants it.
Link, email and PDF
Share a private link the client can open on their phone, email it straight from the app, or download an A4 PDF with your logo. Every email and its delivery status is listed on the invoice, with a retry if one fails.
03.2 · Invoicing & finance
Getting paid
Part and full payments
Record a payment and the invoice moves to part-paid or paid, and a matching income entry is written to the ledger in the same step. Remove the payment and both are reversed.
Any currency
Bill in rupees, dollars or anything else, paid by UPI, bank transfer, card, cheque, cash or crypto. Foreign payments record the exchange rate on the day they arrive, so your books match your bank.
Time straight onto invoices
A project's unbilled billable hours become invoice lines: per task, per person or one line. Those hours are marked billed so they can never be invoiced twice.
Payments today
₹85,000
UPI · Meridian Logistics
$2,400.00 → ₹1,99,320
Wire · Kite Collective, USA
0.42 ETH → ₹1,12,400
Crypto · Orbit Robotics
03.3 · Invoicing & finance
Books and retainers
Retainers that bill themselves
Monthly, quarterly or yearly. Every morning at 06:00 the due ones are invoiced, as drafts for you to check or issued and emailed automatically, your choice. Pause, resume or end a retainer from the client page.
A ledger of money in and out
Income and expenses by month, category, client and project, with totals per currency over whatever you filter. Entries created by payments are read-only, so the books cannot drift.
The finance overview
This month's income, expenses and net. What clients owe and how much is overdue. Six months of cash flow, receivables by age, retainers due soon and drafts waiting for you.
Retainer run
1st of the month · 06:00
- Meridian Logistics₹1,85,000Draft
- Kettle & Co.₹95,000Draft
- Lumen Interiors₹60,000Draft
- Orbit Robotics₹1,20,000Draft
- Verdant Landscaping₹45,000Draft
Step by step
From work done to money in the bank
- 1
Draft
Pull in unbilled hours or add lines. Tax is worked out from the client's state.
- 2
Issue
The next number is taken and the invoice locks. A PDF is generated and stored once.
- 3
Send
Email it, share the link, or both. You can see it was delivered.
- 4
Reconcile
Record the payment. The invoice, the ledger and your cash-flow chart update together.
Cash flow · six months
₹ lakhThe details that matter
- Money is stored as exact integers, never floating point
- Invoice prefix and number always fit GST's 16 characters
- The counter only ever moves forward
- The rupee sign prints correctly in every PDF
- The client's copy never shows your internal void reason
Try it in the demo
Sign in as Meera Iyer, the finance.
- 1Create an invoice for a client in another state and watch IGST apply
- 2Issue it and open the client link
- 3Record a part payment and check the ledger