Invoicing & Receivables Management
GST-compliant invoice generation, recurring billing setup, client billing schedules, credit
control and automated reminders.
Who should use it
Service businesses with recurring billing or project billing cycles — consultants,
agencies, SaaS firms, freelancers.
Documents / inputs required
Client master data (billing address, GSTIN)
Contract or agreement to define billing milestones
Rate cards or hourly rates (for utilization-based billing)
Process
Invoice generation as per project milestones or time logs
Invoice generation as per project milestones or time logs.
Auto-email and ledger posting.
Receivables aging analysis and reminder schedule.
Escalation for overdue accounts.
Deliverables
Monthly invoice register & aging report
DSO (Days Sales Outstanding) dashboard
Reminder and escalation log
Value
Faster billing + consistent follow-ups shorten collection cycles and improve cashflow.
