Accounts Receivable | Financial Management
Recurring Invoices
Schedule recurring invoices monthly, quarterly or annually. Each cycle generates a fresh GST invoice with IRN. Delivered via email or WhatsApp on the schedule. Payment follow-ups fire automatically if unpaid past the due date.
What it does
Inside Recurring Invoices.
Connect one customer, set a monthly cycle, free. The IRN raises on the first cycle date. The WhatsApp delivery confirms. Follow-up fires if unpaid.
01
Recurring schedule
02
Multi-channel delivery
03
Escalation pricing
04
Pause / resume
05
Follow-up integration
Where it sits
Part of Accounts Receivable.
Customer Invoicing Invoices raised from the order, contract or delivery that earned them. Credit Management Limits, exposure and terms evaluated before the commitment. Collections A worked queue ranked by cash at risk, with contact history attached. Disputes and Deductions Contested invoices become cases with owners and deadlines. Cash Application Receipts matched to invoices on the day they arrive. Customer Statements Statements and portal access that reduce the reason to call. Credit and Debit Notes Corrections raised as documents, applied to the invoice they correct. Sales Agreements What a customer committed to, and how much of it they have actually drawn. Customer Rebates Rebates accrued as the customer buys, not discovered at settlement. Customer 360 Quotes, SOs, invoices, receipts, credit limits, contacts and documents on one customer record. Quotes & Sales Orders Approval workflows, version history, line-level discounts, one-click conversion to invoice. Credit Note Management Sales returns, post-supply discounts, ITC reversal-aware credit notes with IRN. Branch / Region Aging Aging buckets sliced by branch, region, sales rep, business unit. UPI / Payment Links Razorpay, Cashfree, PayU, ICICI integrated. UPI / card / netbanking link on every invoice. Export Invoicing & SEZ LUT, FIRC, BRC, Form A1/A2 metadata; IGST refund tracking; multi-currency.
Run Recurring Invoices against your books.
A working session on your structure and a month of your documents.