Use cases
How a working day runs, step by step.
From a first meeting to an accepted estimate
After a first conversation you send the estimate as a link, and the client says yes online by typing their name.
- Add the prospect as a client
- Raise the estimate with your fee lines
- Copy its accept link and send it yourself
- The client accepts online with a typed name, or declines it
- Convert the accepted estimate to an invoice in one step
A retainer drafted on schedule
A monthly or quarterly fee is raised as a draft on its date, so all that is left is to check it and send it.
- Set up a recurring invoice for the retainer client
- Choose monthly, or every three months
- Each due date raises a draft invoice for that client
- Open the draft, check it and send it
- Reminders follow on your schedule if it stays unpaid
Deposit and milestones on one engagement
Split one engagement invoice into a deposit and milestones, and each payment settles the oldest instalment first.
- Raise the engagement invoice
- Split it into a deposit and the balance, or your own milestones with due dates
- Send the invoice to the client
- Record each payment as it arrives
- Each payment settles the oldest open instalment first
Hours into an invoice
Billable time tracked for a client turns into invoice lines at the rate you set.
- Track time against the client with the timer
- Open the unbilled time, grouped by client
- Choose one line per entry, or one combined line of hours
- Turn the client's hours into an invoice
- Billed hours drop off the unbilled list
A client who deducts TDS
The client pays you less the TDS they withheld, and the invoice still closes as fully paid.
- Record the payment against the invoice at its full amount
- Turn on Client deducted TDS and enter the amount withheld
- The form shows the net that reached your bank
- The invoice closes as fully paid
- The TDS is kept as a receivable and listed on your TDS summary
An overseas client
Invoice a client abroad in their currency under your LUT, with the exchange rate stored on the invoice.
- Save your LUT number in your GST settings
- Choose the client's currency and mark the invoice as an export under LUT
- The exchange rate is stored on the invoice when you save it
- The PDF prints the LUT declaration and your LUT number
- GSTR-1 data reports it in rupees at that stored rate
One link for the client's whole account
The client opens one link to see what they owe, what is still open and which estimates wait for their answer.
- Open the client's ledger and create their portal link
- Copy the link or share it on WhatsApp
- The client sees the balance due, open invoices and recent payments
- They can ask a question on an estimate, or decline it
- They download their statement of account
Reminders and a late fee on overdue invoices
Set the reminder days and an optional late fee once, and unpaid invoices are followed up by email.
- Set the reminder days in your invoice settings
- Turn on a late fee if you charge one: a percentage or a flat amount, with grace days
- Unpaid invoices get email reminders on those days
- After the grace days a visible Late fee line is added
- Paid invoices drop out of the reminders
Your CA reads the books without changing them
At filing time your CA gets a read-only seat in your workspace instead of a folder of exports.
- Invite your CA from Team with the Accountant / CA role
- Your CA accepts the invite and signs in
- They read reports, invoices, GST returns and ledgers
- They cannot add, edit or delete anything
- Download the Hand to CA bundle when they want files
Expense bills from a photo
Photograph a travel or office bill and save it as an expense after checking what was read.
- Photograph the bill on the expense screen
- Check the amount, date and supplier it read
- Pick the category and save
- Possible duplicates show on the exceptions report