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Use cases

How a working day runs, step by step.

Monthly retainer drafted on schedule

A social media retainer gets a draft invoice every month, with the period it covers on each line, ready for you to check and send.

  1. Pick the services and agencies setup once, so each line carries a period covered
  2. Create a monthly recurring rule with the client and the retainer amount
  3. Each month a draft invoice is raised with the period filled in
  4. Review the draft and send it to the client
  5. Record the payment when it arrives
  6. Match the bank line to that payment in bank reconciliation

Tracked hours become an invoice

A website build billed by the hour turns the team's timer entries into a draft invoice at the agreed rate.

  1. Start the timer against the client and project
  2. Stop it and save each entry through the month
  3. Open the client's unbilled time
  4. Turn the billable hours into a draft invoice at your rate
  5. Entries included in the invoice are marked as billed
  6. Review the invoice and send it

Scope agreed before work starts

A campaign estimate goes to the client as a link they accept or decline online, so the scope is on record before the first hour.

  1. Draft the estimate with each deliverable and its fee
  2. Share the accept link with the client
  3. The client accepts by typing their name, or declines
  4. Convert the accepted estimate into an invoice with one click

Overseas client billed as an export

A brand abroad is invoiced in its own currency as an export invoice under your LUT, with the LUT declaration printed on it. Whether a service counts as an export is for you and your CA to decide.

  1. Save your LUT number in your business details
  2. Choose the export invoice type
  3. Pick the client's currency and the exchange rate
  4. Switch on export under LUT, which sets the tax on each line to zero
  5. The LUT declaration and number print on the invoice

Referral partner paid on collected revenue

A freelancer who introduced a client earns a commission once that client pays, and you download a statement to share with them.

  1. Add the referral partner
  2. Set the partner's commission split on the client they introduced
  3. Record the client's payments as usual
  4. Commission accrues on eligible collected payments
  5. Build the partner's statement and download it to share

New business from enquiry to retainer

Pitches are tracked as deals, so the founder sees each one by stage, and the winning pitch is billed from the deal itself.

  1. An enquiry from your lead form arrives as a deal, with the consent the visitor gave
  2. Move it through the pitch and proposal stages
  3. Raise the estimate from the deal page
  4. Mark the deal won
  5. Set up the monthly retainer as a recurring rule

One link where clients see what they owe

Each client gets one link to their balance, open invoices, estimates waiting for them and a statement of account.

  1. Copy the client's portal link or share it on WhatsApp
  2. The client sees open invoices and the balance due
  3. They accept a waiting estimate from the same page
  4. They download their statement for any date range
  5. They pay by UPI when your UPI ID is set
  6. You record the payment against the invoice

A website build billed in stages

A build quoted at one fee is billed in parts as the work lands, and each part is checked against the estimate.

  1. Start a new invoice and bill it against the estimate
  2. Bill a share of it by percent or by amount
  3. See what is already billed and what remains
  4. Raise the next part when the next stage is done
  5. A part that would go over the estimate total is refused, or a percentage part is capped to what remains

Freelancer and production costs by project

Bills from freelancers and production houses are tagged to the client project, so you see what a project has cost against what it has brought in.

  1. Create the project for the client
  2. Record each freelancer or production bill with the project picked
  3. Record the TDS you deducted on a bill where it applies
  4. Tag the client's payments to the same project
  5. The projects screen nets those payments against the costs

TDS a client deducted, kept with the payment

When a client pays net of TDS, the invoice still closes at the full amount and the TDS is kept for your yearly summary.

  1. Record the payment against the invoice
  2. Switch on that the client deducted TDS
  3. Pick the section and enter the TDS amount
  4. The invoice is marked paid at the gross amount
  5. See each client's TDS for the year in the TDS summary
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