Dashboard

Overview of your business

Admin

A

Total Invoices

0

Paid Invoices

0

Pending

0

Total Revenue

₹0.00

Overdue Invoices

0

Draft Invoices

0

Total Clients

0

Avg. Invoice Value

₹0.00

Monthly Goal

Target revenue for this month

0% achieved

Collected₹0

Target₹0

Remaining₹0

Outstanding Aging

Unpaid invoices by age

₹0

Current (0-30d) ₹0
31-60 days ₹0
61-90 days ₹0
90+ days ₹0

Upcoming Due

Next 7 days

View all

No invoices due this week.

Sales Overview

Invoice Status

Top Clients by Revenue

Recent Invoices

Latest activity from your invoicing.

Recent Activity

Everything that's happened across your business

No activity yet.

Email Engagement

Track opens and clicks for every invoice email you've sent

—

Sent

—

Opened

—

Clicked

—

Open rate

No emails sent yet.

Clients

Add Client

Client profile

Company, contact person and billing details.

Client record

Company and contact

Who this client is and who you talk to.

Client Name

Company Name

Address

Contact and GST details

Information used on invoices and email communications.

GSTIN

Email

Phone

Invoices

Select all

Create Invoice

Invoice details

Client, dates, and line items in one place.

Step 1 of 1

Invoice Number

Client

Date

Due Date

Items

Add the services or products for this invoice.

Description	Amount (₹)

Tax & discount

Enable GST

Tax Type

Discount Type

Discount Value

Summary

Amount due

₹0.00

Subtotal ₹0.00

Discount -₹0.00

Tax (18%) ₹0.00

Payment terms

Share how and when you’d like to get paid.

Notes

Anything extra you want the client to see.

Reports

Filter, visualize, export and share your business performance.

Period

From

To

Period: — · Refreshed: —

Revenue Trend

Invoiced vs Collected by month.

Sales by Status

Paid, pending, and overdue split.

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AR Aging

Outstanding bucketed by days past due.

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Monthly GST

CGST/SGST/IGST collected per month.

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Top 10 Clients

Your highest value relationships.

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Top Selling Items

Products & services driving revenue.

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Payments by Mode

UPI, card, bank, etc.

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Estimates Funnel

Draft → Sent → Accepted → Converted.

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Expenses by Category

Where your money is going.

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Overdue Invoices

Invoices that need your attention.

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Settings

Company & account

Control what appears on invoices and update your login details.

Last updated -

Company profile

Company Name

Address

GSTIN

Phone

Email

Website

Default Payment Terms

Payment Instructions / Bank Details

These details will appear on the invoice.

Branding

Company Logo

Max 2MB. JPG, PNG.

Invoice QR Code

Max 2MB. JPG, PNG.

Your account

Your Name

Change Password

Only used for staff/admin login, not client portal.

Payment Methods

Accepted Payment Modes

Email Branding

Defaults for all outgoing emails. Individual templates can override colors/button.

Theme presets

Header Style

Brand Color

Accent Color

Email Logo

No logo

Optional — overrides company logo for emails only. Leave empty to reuse company logo.

Show logo in emails Show action button

Signature (HTML allowed)

Footer (HTML allowed)

Payment Gateway (Razorpay)

Key ID

Key Secret

Required for payment verification.

Automations & Reminders

Daily job (9 AM) marks invoices overdue, sends reminders, and applies late fees.

Auto-mark invoices Overdue past due date

Send reminder emails on offset days

Reminder Offsets (comma-separated days; negative = before due, positive = after)

Example: -3, 0, 7 → 3 days before, on due day, 7 days after.

Auto-send thank-you email on payment

Late fee

Type

Value

Grace days

Recurring Invoices

Auto-generate invoices on a weekly, monthly, quarterly, or yearly schedule.

Title	Client	Frequency	Next Run	Generated	Status	Actions
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Title *

Client *

Frequency *

Start Date *

End Date (optional)

Max Occurrences (optional)

Items

Description	Qty	Rate

Tax Type

Tax Rate %

Discount Type

Discount Value

Notes

Auto-send to client on generation

Notes & Statements

Credit notes (refunds/adjustments), debit notes (extra charges), and customer ledger statements.

CN #	Date	Client	Against Invoice	Total	Status	Actions
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DN #	Date	Client	Against Invoice	Total	Status	Actions
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Client

From

To

Date	Type	Reference	Debit	Credit	Balance	Note
Load a statement to begin.

Client *

Source Invoice *

Date

Reason *

Items

Description	Qty	Rate

Tax Type

Tax Rate %

GST

Status

Notes

Invoice Templates

Customize the appearance of your invoice PDFs.

Template name

Design

Primary color

Accent color

Font

Logo position

Logo

Drop a logo here, or click to upload (PNG/JPG)

Header text

Footer text

Blocks to show

Section order (drag to reorder)

Email Templates

Customize the emails sent to clients. Use {{variable}} placeholders.

Templates

Name

Type

Default for type Enabled

Subject

Body (plain text)

Available variables:

Customization (colors, button, HTML, PDF)

Brand Color

Accent Color

Button Label

Button URL

Use custom HTML body Attach PDF

HTML Body (overrides plain text when enabled)

Estimates / Quotations

Create quotations and convert approved ones to invoices.

#	Client	Date	Valid Until	Total	Status	Actions

Purchase Orders

Track POs and raise invoices against them.

#	Client	Date	Delivery	Total	Status	Actions

Client Portal

Enter Client ID

Please enter the Client ID provided in your invoice email.

Users

Add User

New team member

Invite someone to help manage invoices and clients.

Admin only

User details

Name

Email

Access and security

Role

Staff can manage invoices; All Access Staff can manage settings and users.

Password (optional)

Leave blank to allow OTP-based login only.

User Activity

Total Tenants

0

12% vs last month

Total Users

0

5% vs last month

Total Invoices

0

8% vs last month

System Health

100%

Operational

Sign in to Invoice Desk

Subscription Details

Total Invoices

Paid Invoices

Pending

Total Revenue

Overdue Invoices

Draft Invoices

Total Clients

Avg. Invoice Value

Monthly Goal

Outstanding Aging

Upcoming Due

Sales Overview

Invoice Status

Top Clients by Revenue

Recent Invoices

Recent Activity

Email Engagement

Email Activity — —

Company and contact

Contact and GST details

Items

Payment terms

Notes

Revenue Trend

Sales by Status

AR Aging

Monthly GST

Top 10 Clients

Top Selling Items

Payments by Mode

Estimates Funnel

Expenses by Category

Overdue Invoices

Email Report

New Recurring Invoice

New Credit Note

Enter Client ID

Welcome, Client

Your Invoices

Super Admin Dashboard

Quick Actions

Add Tenant

Manage Users

System Reports

Global Settings

System Activity Log

Plan Distribution

Export Data

Global System Settings

Landing Page Contact Info

Access Control

Tenant Users

Edit Tenant

Change Invoice Status

Edit License

Add New Tenant

Account Suspended

License Details

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