Sales documents · Quote to cash

Every document, one connected flow.

Quote → Sales Order → Delivery Challan → Invoice → Credit Note. Start at any step, convert with one click, and every rate, discount and tax carries forward exactly as quoted.

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The sales document chain

  1. Quote

    Send it, track acceptance, and set a validity period — expired quotes flag themselves.

  2. Sales Order

    Confirm the deal and track delivery progress item by item.

  3. Delivery Challan

    Dispatch goods with or without rates printed — stock updates the moment it's delivered.

  4. Invoice

    Raise it fresh, from an order, or by combining multiple challans into one bill.

  5. Credit Note

    Handle returns cleanly: goods come back to stock, the customer's balance adjusts itself.

Enter at any step. A counter sale can be a direct invoice; a project can run the full chain. Partial conversions are supported from order to challan to invoice — quantity by quantity.

Your invoice numbers, your format — and they never break.

Set a prefix and format per document type — invoices, quotes, orders, challans, credit notes, each with its own series. When the financial year turns, series roll over cleanly on their own. Numbers are allocated at save and never reused, even for voided documents — exactly what a GST audit expects.

  • Separate series per document type
  • Automatic financial-year rollover
  • Void keeps the number — full audit trail

Built for how Indian businesses actually bill

Counter sales in one save

Create the invoice, enter the amount received, done — the payment records and allocates itself in the same save. The invoice lands as Paid.

Consolidated billing

Delivered five challans this month? Pick them in the invoice form and they merge into one bill, grouped by product and rate, with challan numbers printed on the invoice.

Challans without rates

Send goods with a no-rates challan print while the values stay safely in your books. The with-rates layout is one click away.

Credit limits that warn, not block

Set a limit per customer. If an invoice crosses it, you get a clear warning with the exposure — and you decide.

Every customer, one screen.

Outstanding balance, every document they've ever had, multiple contact persons, a running ledger with statements you can email — all on one page. No more hunting across menus to answer "where do we stand with them?"

Overview view

Questions about billing & invoicing

Yes — the print template designer lets you set your logo, colours and layout without any code.

Raise your first invoice in minutes.

GST-ready billing, stock and accounts — together