Finance
Billing & Invoicing
GST-ready invoices, payments, WhatsApp PDFs, and package billing.
Invoices
Problems we solve
- Disconnected POS and package payments
- Slow invoice sharing
- Collections reported in wrong timezone
Benefits
- Invoice creation from treatments, products, and inventory
- Partial payments and payment-on-closed-period rules
- WhatsApp invoice sharing
- Bill from package enrollment in one click
- Service vs product split on owner dashboards
How it works
Step 1
Bill
Create invoice at checkout or from package.
Step 2
Collect
Record payments and balances.
Step 3
Share
Send PDF via WhatsApp to customer.
Feature list
- Invoice list with search, filters, and soft-delete audit
- Line items: services, retail products, discounts, GST
- Record payments with mode, reference, and paid-at (IST)
- Pending and partially paid balances on dashboard tiles
- PDF generation and WhatsApp share
- Consumables and inventory items on the same invoice
- Internal notes on bills for billing desk coordination
- Accounting period lock respects payment date for collections
Roles
Billing desk · Managers · Accountants
Use cases
Med spa checkout · GST clinics in India
Business impact
Faster collections · Accurate daily revenue