Invoice Management System (IMS)

Pre-Defined Masters:

Allow users to set predefined templates for clients, items, tax rates, and terms of payment to streamline invoice creation and management.

Systematic Transactions

Maintain a clear audit trail of invoices, from creation to final settlement, ensuring all invoice details are traceable and accurate.

Sales Bills

Generate accurate and compliant sales invoices with integrated tax calculations (GST), itemized details, and automated customer ledger updates.

Purchase Bills

Manage purchase invoices by entering vendor information, tax segregation, and item-wise breakdown to track purchases efficiently.

Sales Planning and Reports

Provide tools for analyzing sales data, offering insights into customer purchasing trends, and helping businesses in future planning.

Stock Maintenance Tools

Include tools for tracking inventory levels in real time, ensuring stock availability when invoices are generated.

Re-Order Planning

Automate the re-order process by setting minimum stock levels, ensuring timely re-stocking to avoid disruptions.

GSTR 2A Comparison and Matching

Compare purchase invoices with the GST data in GSTR 2A to ensure accuracy and compliance with the Goods and Services Tax regulations.

GST Reports & Filing

Automatically generate GST reports (GSTR 1, 3B, etc.) from sales and purchase invoices, and provide seamless integration with accounting software for GSTR 2A reconciliation.

Balance Sheet Reporting

Generate financial statements from invoice data, ensuring that invoice payments, sales revenue, and purchase expenses align with the overall business balance sheet

Automated Invoice Reminders

Send automated reminders to clients for pending payments, reducing the risk of delayed payments.

Multi-Firm, Multi-User Access

Enable one user to be part of multiple firms, with access rights to specific invoice and transaction data.

This setup will help streamline all invoicing operations, providing businesses with efficient tools to manage sales and purchases, stay GST-compliant, and maintain smooth cash flow.