Features/Sales and billing

Sales and billing

From the first quote to the last rupee received.

Every sales document an Indian business uses, connected end to end: a quote becomes an order, the order an invoice, and the invoice is paid and settled, with nothing typed twice.

easybooks.tazq.io/sales

Sales and billing

What you can do

Documents

  • Quotes that customers accept and you convert in one tap
  • Proforma invoices and sales orders
  • Delivery challans for goods sent before billing
  • Tax invoices with discounts, charges, notes and terms
  • Retainer invoices to collect advances
  • Credit notes, sales returns and debit notes
  • Progress invoices: bill a quote in parts

Getting paid

  • Payments received, part payments and advances
  • Apply advances and credits to invoices
  • Refunds and write-offs
  • Customer statements and ageing
  • Invoices in foreign currency with exchange rates

Looks like your business

  • Templates including GST-style classic, HSN and A5 layouts
  • Your logo, tagline and bank details
  • UPI QR printed on invoices
  • Your own number series, with the financial year in the number
  • Packing lists and 80 mm or 58 mm receipt-printer copies
  • Password-protected PDFs

Sharing

  • Secret share links your customer opens in a browser
  • Links for one recipient, verified by a code
  • Share on WhatsApp in one tap
  • Customer-specific price lists and salespeople

Questions

Yes. Easy Books keeps the original, reverses it in the books and records the new version, so your history stays complete.

Works together with

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