Invoice management

Invoices

Invoice overview

Track outstanding invoices, paid amount, and overdue payments.

Total invoices

{{ summary.totalInvoices }}

Open

{{ summary.openInvoices }}

Paid

{{ summary.paidInvoices }}

Overdue

{{ summary.overdueInvoices }}

Quick actions

Invoice ledger

Invoice # Client Service Amount Due date Status Actions
{{ invoice.invoice_number }} {{ invoice.client_name || 'Unknown' }} {{ invoice.service_name || '—' }} ₹{{ invoice.amount }} {{ invoice.due_date }} {{ invoice.status }}
No invoices match your filters yet.

Create invoice

Enter invoice details and assign it to a client.

Create quote

Generate a quotation PDF and convert it to an invoice once approved.

Tax rate

{{ newQuote.tax_rate }}%

Professional fee

₹{{ newQuote.professional_fee }}

Government fee

₹{{ newQuote.government_fee }}

Document checklist

{{ newQuote.documents }}

Record payment

Capture payment details for the selected invoice.

Quote pipeline

Manage draft quotes and convert them to invoices when approved.

Quote # Client Service Amount Valid until Status Actions
{{ quote.invoice_number }} {{ quote.client_name || 'Unknown' }} {{ quote.service_name || '—' }} ₹{{ quote.amount }} {{ quote.due_date }} {{ quote.status }}
No quotes have been created yet.

Invoice detail

{{ selectedInvoice.invoice_number }}

{{ selectedInvoice.client_name }} • {{ selectedInvoice.client_company }}

Amount

₹{{ selectedInvoice.amount }}

Due date

{{ selectedInvoice.due_date }}

Description

{{ selectedInvoice.description || 'No description provided.' }}

Payment history

No payments recorded yet for this invoice.

₹{{ payment.amount }} — {{ payment.method }}

{{ payment.payment_date }} • {{ payment.notes || 'No notes' }}

Recorded