1. Set up your business profile
   Add your business name, logo, address, tax details (GST, if applicable), and payment terms so every invoice follows a consistent, professional format.
   
2. Create and manage client details
   Save client names, billing addresses, GSTIN, and contact information once. This avoids repeated data entry and reduces errors while invoicing regularly.
   
3. Define billing type
   Choose how you bill—hourly, project-based, milestone-based, or retainer—depending on the consulting engagement and agreed scope of work.
   
4. Add services, time, or expenses
   Enter services offered, billable hours, or reimbursable expenses as line items with rates, quantities, and applicable taxes.
   
5. Generate the invoice
   The software automatically calculates totals, taxes, and discounts, creating a clean, accurate invoice ready to be shared with the client.
   
6. Send the invoice digitally
   Share invoices instantly via WhatsApp, email, or PDF, ensuring clients receive them quickly without printing or manual delivery.
   
7. Track payment status
   Monitor invoices as paid, partially paid, or overdue in real time, giving you clear visibility into outstanding amounts.
   
8. Send payment reminders
   Use built-in reminders to politely follow up on due or overdue invoices, reducing delays without manual chasing.
   
9. Review reports and records
   Access invoice summaries, client-wise reports, and tax-ready records anytime, making cash flow tracking and CA sharing simple and organised.
   

Independent Consultants

Solo consultants who manage their own billing can create professional invoices, track payments, and send reminders easily without relying on spreadsheets or manual follow-ups.

Project-Based Consultants

Consultants billing by projects or milestones benefit from structured invoicing that aligns payments with deliverables, reducing disputes and improving payment clarity.

Hourly Retainer Billing

Those charging by hours or monthly retainers can track billable work accurately and generate consistent invoices for recurring engagements.

Professional-Grade Invoicing

Create clean, branded invoices with customizable templates that reflect your consulting brand, making every bill clear, consistent, and credible for clients.

Faster Billing and Delivery

Generate and share invoices instantly via WhatsApp, email, or PDF so completed work is billed on time and payment cycles remain short.

Accurate Time and Expense Tracking

Log billable hours and expenses within the system and convert them into invoice line items, ensuring nothing is missed or under-billed.

Automated Payment Follow-Ups

Set due dates and send automated reminders for pending invoices to reduce manual chasing and help consultants collect payments more reliably.

Project and Milestone Billing

Invoice clients based on project phases, milestones, or retainers so billing aligns clearly with deliverables and agreed timelines.

Clear Payment Status Visibility

Track invoices as paid, pending, or overdue in real time, giving consultants a clear view of receivables and cash flow status.

Tax-Ready Reports and Records

Generate organised reports for revenue, outstanding amounts, and tax summaries, making compliance and CA sharing simple and stress-free.

Client-Wise Billing History

Maintain structured client profiles with complete invoice history and details, enabling faster repeat billing and better client communication.