What's New in CredHill: One Editor, WhatsApp Share Links and Recurring Invoices

CredHill already handled the GST side of an invoice: numbering in sequence for the financial year, CGST and SGST or IGST worked out from the two GSTINs, the HSN summary filled in for you.

The friction was everything around the invoice. You filled in a long form, then clicked through to a preview to see what you'd made. Getting it to your client meant printing it, or saving a PDF and attaching it yourself. And invoices had no due date, so "overdue" was something you worked out in your head.

That's what this update changes. Here's everything that's new, biggest first.

1. One editor for every document — laid out like the page it prints

Invoices, quotations, proformas, credit and debit notes, purchase orders and delivery challans now open in one editor, laid out like the page that prints: number and dates at the top, your business and your client side by side, then the items, totals and footer.

On a wide screen, click Preview and the exact print sits beside the editor, changing as you type. On a phone, each line item becomes a card, so you're not scrolling a table sideways.

Mistakes show next to their field, and pressing Save with something missing puts a summary at the top — "2 things to fix" — with a link to each. Ctrl+S saves.

A reload or a stray Back no longer costs you the invoice, either. The editor keeps unsaved work in the browser and offers it back: "We restored your unsaved invoice from 3:42 pm." Continue or Discard. Try to leave with unsaved changes and it asks first.

2. Faster line entry

Most of the time on an invoice goes into the lines.

• A better item picker. Search by name or SKU and see each item's SKU, sale price and HSN. Picking one fills in the rate, unit, HSN, GST rate and description, and jumps to quantity.
• Keyboard all the way. Enter moves to the next line, adding one at the end, and descriptions can run to several lines.
• Rate includes GST. Switch it on, type the price your customer pays, and CredHill works out the taxable value.
• Apply discount to all lines. One % or ₹ discount on every line at once.
• Line actions. Move a line up or down, insert one below, copy or delete it, with Undo.
• Save to items. Keep a one-off item on its line only, or click Save to items to add it to your Item Master with its HSN, GST rate and price.

3. A page for every saved document

Save a document and you land on its own page, showing it as it prints, with Print, Share, Edit, Duplicate and More. More lists only what that document can do right now: convert it, raise a credit or debit note, make a delivery challan, make an invoice recurring.

Beside it: the status (or, on an invoice, the balance and payments), every linked document — the quotation it came from, the invoice it became, its notes and challans — and its sharing history.

4. Share on WhatsApp, email or a link — with a UPI QR for the amount due

Every saved document now has a Share button: WhatsApp, Email or Copy link. Each one gets your client a link to the document's own page — private, with a long, unguessable address, and kept out of search engines. They open it on their phone, see the document exactly as it prints, and can print it or save it as a PDF.

On an invoice, that page also shows the amount due and, if the invoice carries a UPI QR (see section 9), a QR for exactly that amount that your client can scan with any UPI app. Record a part payment and the page shows what's left; once it's settled, it says "Paid in full".

You'll know when they've looked: the document's page shows "Viewed 2 times · last 4 Oct", not counting your own visits. If a link went to the wrong person, Revoke link turns it off; sharing again makes a new one.

A few more details:

• When you share an invoice on WhatsApp, it opens straight to the client's number if it's saved, with the message ready: invoice number, amount, due date and link.
• Email opens your own mail app with the subject, message and link filled in, so it goes from your address. CredHill doesn't send the email itself.
• Payment reminders now carry the invoice's link and its due date ("overdue since 5 Nov").

5. Quotation acceptance — your client says yes on the link

Share a quotation and the page your client opens has two buttons: Accept quotation and Decline. They type their name and an optional note — or a reason, if they're declining — and the quotation's status changes to Accepted or Rejected on your side. Its page records who answered and when: "Accepted by Ravi · 6 Oct".

That's a clear yes with a name and a date on it, not a "go ahead" buried in a WhatsApp thread. If the quotation has expired, the page says so and asks them to request a new one.

CredHill doesn't email you when a client answers; you'll see it on the quotation's page and in its status.

6. Due dates, an Overdue tab and aging

New invoices, proformas and debit notes now get a due date automatically: from the client's own payment days if you've set them, otherwise 15 days after the document date. Change that default from the ⚙ next to the field.

That one date powers the rest:

• An Overdue tab listing your overdue invoices, each showing how late it is — "12 days late".
• Aging at a glance. Above the invoice list, a strip splits what you're owed into not due yet, then 1–30, 31–60, 61–90 and 90+ days overdue.
• An Overdue card on the dashboard, which opens that tab.
• Overdue per client on the Customer Ledger and on each client's page.

Invoices made before this update have no due date, so they're never counted as overdue. To track one, edit it and click Add a due date.

7. Recurring invoices — drafted for you, saved by you

Rent, retainers, AMCs: if you bill the same client the same thing on a schedule, you no longer have to remake the invoice. Open it, choose More → Make recurring, and pick every week, month, quarter or year, the first date, and when it stops: never, on a date, or after a set number of invoices.

On each date, CredHill makes a draft of the invoice, dated that day, under Drafts on the Invoices page, for you to check and save. That's deliberate: a draft takes no invoice number and stays out of your GSTR-1 summary until you save it, so nothing reaches a client, or your returns, without you seeing it first.

Pause, resume or delete a schedule from Recurring Invoices in the sidebar.

8. Import clients from Excel — and items and vendors too

Typing in two hundred clients is often the real reason people put off switching. If you're moving from another billing app, export your lists and open Import from Excel in the sidebar. It takes .xlsx, .xls and .csv files, matches your columns by their names — "GST No.", "Credit days", "Address line 2" — and lets you change any match it got wrong.

Before anything is saved, a preview shows which rows will be added, skipped or need fixing. Rows already in CredHill, or repeated in the file, are skipped rather than duplicated. Afterwards, download the skipped rows as an Excel sheet with the reason beside each, fix them and import that file. Starting from scratch? Fill in the template.

9. Several bank accounts, and a UPI QR from your UPI ID

Profile can now hold several bank accounts, with one as the default, and each document remembers which one it prints.

Add a UPI ID to an account and CredHill puts a UPI QR on the invoice itself, with the amount and invoice number already filled in. An uploaded QR image still works if you'd rather not add a UPI ID.

10. Saved documents stay as they were saved

Move premises or fix a GSTIN, and old invoices used to reprint with the new details. Now each saved document keeps the addresses and GSTINs (yours and the client's), logo, terms and columns it was saved with, even after you edit your Profile, the client or your columns.

If you do want the new details on an old document, open it and save it again.

And a lot of small things

• Lists that remember. Tabs with counts (Unpaid, Partially paid, Paid, Overdue and more) and date presets for filing periods: this or last month, quarter and FY. Filters stay in the page address, so Back returns you to the same view. A preview drawer opens any document without leaving the list, and every row has Share.
• New conversions. A quotation can become a delivery challan, and a quotation or an invoice can become a purchase order: back-to-back ordering without retyping the lines. Whichever route a sale takes, the same goods can't be invoiced twice.
• A page for each client. Their documents, payments, balance and overdue amount, plus a dated statement of account with an opening balance, a running balance on every line and a closing balance, ready to print or save as a PDF.
• Print polish. "Page 2 of 3" at the foot of longer documents (in Chrome and Edge), cleaner page breaks, and a proper file name when you save as PDF — "Invoice-2026-27-007-Meridian-Traders" instead of the website's title. A PAID or CANCELLED watermark on paid invoices and cancelled documents. An invoice made from a quotation prints "Quotation Ref." with its number.
• Footer defaults per document type: whether new invoices, quotations and the rest start with bank details, signature, terms and notes, set right from the editor.
• Custom fields on every document type, purchase orders and delivery challans included.

What this adds up to

GST invoice software has to get the tax right, but that's only where the work starts. With this update, the rest happens in CredHill too: make the invoice on a page that looks like it, send it as a link that shows what's due, see when your client opens it, and find it in the Overdue tab if they don't pay.

Worth knowing: recurring invoices wait as drafts until you save them, so check Drafts on the Invoices page on the days they're due.