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Everything you need to know about billing
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Customer / Vendor Management
Can I manage both customers and vendors in one place?
Yes. Billing Saathi lets you add, edit, and manage customer and vendor contact details from a single dashboard — including phone numbers, GSTIN, and addresses.
Can I organize customers and vendors into groups?
Yes. Use Customer/Vendor Groups to categorize contacts for easier filtering, reporting, and bulk actions.
Can I set different pricing for different customers?
Yes, through the Price List feature under Product/Service, you can set custom pricing for different customer segments.
Can I track how much a customer or vendor owes me?
Yes. Each customer and vendor profile shows outstanding balances, so you always know who owes what.
Can I import my existing customer list?
Yes, you can bulk import customer and vendor data instead of adding contacts one by one.
Sale Invoice
Is every sale invoice GST compliant?
Yes. Every sale invoice is generated with automatic GST calculation, fully compliant with current tax rules.
Can I convert a sale order into an invoice?
Yes. Create a Sale Order first, then convert it directly into a GST-ready invoice with one click.
What happens if a customer returns a product?
Use Sale Return to record product returns, and the stock and customer balance update automatically.
Can I issue a credit note for adjustments?
Yes. Credit Notes can be issued directly for returns or billing adjustments linked to a sale invoice.
Can I track pending payments from a sale invoice?
Yes. Sale Outstanding shows pending receivables with aging (current, 1-15, 16-30, 30+ days) for every customer.
Product / Service & Inventory
Can I manage both products and services in Billing Saathi?
Yes. Add, edit, and track products and services together, with separate categorization for each.
Does Billing Saathi track stock levels automatically?
Yes. Every sale or purchase invoice automatically updates your inventory, so stock levels stay accurate in real time.
Can I set reorder points for low stock?
Yes. Set reorder points for each product, and Billing Saathi alerts you before you run out.
Can I group products for easier navigation?
Yes, using Product/Service Groups, you can categorize items for faster searching and cleaner reports.
Can I set different price lists for different customers?
Yes, the Price List feature lets you set custom pricing per customer segment for the same product.
Quotations & Delivery
Can I send a quotation before creating an invoice?
Yes. Create and send professional quotations to prospects, and convert them into invoices once approved.
Can I track goods dispatched to customers?
Yes, using Delivery Challans, you can track what's been dispatched separately from the final invoice.
Can I create a packing list for shipments?
Yes. Packing Lists can be generated for organizing shipment contents before dispatch.
Do quotations expire or need follow-up reminders?
You can track quotation status manually; automated quotation-expiry reminders may be added in future updates
Can I convert a quotation directly into a sale invoice?
Yes, approved quotations can be converted into GST-compliant sale invoices without re-entering data.
Purchase Invoice
Can I record purchase bills from suppliers?
Yes. Create Purchase Invoices to log supplier bills and automatically update inventory in one step.
Can I create and track purchase orders?
Yes, Purchase Orders let you place and track orders with suppliers before the final purchase invoice.
What if I need to return purchased goods?
Use Purchase Return to record returns to your suppliers, with automatic stock and payable adjustments.
Can I issue a debit note to a supplier?
Yes. Debit Notes can be issued directly for purchase-related adjustments.
How do I track what I owe to suppliers?
Purchase Outstanding shows pending payables with aging breakdowns, so you always know what's due and when.
Other Business Documents
What business documents can I create besides invoices?
You can create Quotations, Delivery Challans, Packing Lists, Credit Notes, Debit Notes, Purchase Orders, and more — all in one place.
Can I manage job work orders?
Yes, Job Work lets you manage job-work orders and related challans for outsourced production.
Does Billing Saathi support manufacturing businesses?
Yes. Manufacture tracks raw-material to finished-goods flow, ideal for production-based businesses.
Can I create invoices in foreign currency?
Yes, Multi-Currency invoicing supports international customers with automatic currency handling.
Can I maintain a company ledger for all parties?
Yes, Ledger gives you a complete customer and vendor balance record in one view.
Payment
Can I record payments received from customers?
Yes, use Inward Payment to record money received from customers against any invoice.
Can I record payments made to suppliers?
Yes, Outward Payment lets you log payments made to suppliers directly.
Does Billing Saathi support UPI payments?
Yes. Generate a UPI QR code on every invoice so customers can pay instantly by scanning.
Can I see all pending payments in one place?
Yes, Pending Payment gives you a consolidated view of dues across all customers.
Will I get notified about payment due dates?
Yes, Billing Saathi sends automatic reminders for upcoming and overdue payments.
Reports (GST, Sales, Purchase, Financial)
What GST reports does Billing Saathi generate?
GST Report, GSTR-1, GSTR-2B, and GSTR-3B reports are all generated automatically from your invoices, ready for portal upload.
Can I generate e-way bills from the reports section?
Yes, E-Way Bill management is available directly for GST compliance on eligible transactions.
Can I see profit and loss reports?
Yes. Profit & Loss reports are available overall, bill-wise, day-wise, product-wise, and customer-wise for detailed analysis.
Can I track daily business transactions in one place?
Yes, Daybook gives you a daily book of all business transactions across sales, purchases, and payments.
Are inventory and stock reports available too?
Yes, Stock Report and Product Report show real-time stock movement and current inventory levels.
General & Support
Do I need technical or accounting knowledge to use Billing Saathi?
No. Billing Saathi is built for shop owners, retailers, and wholesalers with no accounting background — setup takes minutes.
Is my business data secure?
Yes, all your business and customer data is protected with encryption and secure cloud storage.
Can I manage multiple companies from one account?
Yes, use "Add Another Company" to switch between and manage multiple businesses from a single login.
How do I get help if I'm stuck?
Reach our support team via chat, WhatsApp, or the in-app Ask AI assistant for instant help.
Does Billing Saathi offer a free trial?
Yes, start with a free trial — no credit card required — and explore all features before upgrading.
Getting Started & Account
How do I create my first invoice after signing up?
Add your business details and GSTIN first, then go to Sale Invoice → Create Sale Invoice to generate your first GST-ready invoice in minutes.
Can I switch between monthly and yearly billing plans?
No. Now BillingSaathi Offer Free to use.
What happens to my data if I cancel my subscription?
Your data stays safely stored for a limited period after cancellation, so you can export it or reactivate anytime.
Can I access Billing Saathi from my phone?
Yes, Billing Saathi works on both desktop and mobile browsers, so you can manage billing on the go.
Do I need to install any software to use Billing Saathi?
No installation needed — Billing Saathi is fully cloud-based, so you just log in from any browser.
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123 Coly new road, Horwich
Bolton, BL7 9QN