How to bill clients properly — invoices, quotations, proforma invoices and everything in between.
8 articles
One editor for every document, WhatsApp share links with a UPI QR, quotations clients accept online, overdue tracking, recurring invoices and Excel import.
Read guideWhat goes on a purchase order, how it differs from a quotation and an invoice, how GST shows on it, and the MSME 45-day payment rule your terms must respect.
Read guideA proforma creates no GST liability and no input tax credit. What goes on one, when to send it, and the mistake that makes it look like a tax invoice.
Read guideWhat belongs on a quotation, the validity date most people forget, and how to turn an accepted quote into a proforma or tax invoice without retyping it.
Read guideA paid/unpaid flag can't describe an invoice that's 80 percent settled. How to record part payments, track the real balance, and chase the right amount.
Read guideYour client pays less than the invoice and deducts TDS. That invoice isn't short-paid — it's settled. How to record it, and why TDS never applies to the GST.
Read guideFour updates built around one problem: knowing who still owes you, nudging them without typing a message, and pulling your GSTR-3B numbers without redoing the math.
Read guideThree documents that look alike and do completely different things. Which one to send when, what each commits you to, and when GST actually becomes payable.
Read guide