Sales and collections

Quotations, GST invoices, receipts, reminders, recurring bills and the counter.

• Create a GST invoice Go to Sales, choose New tax invoice, pick the customer and items, and click Save and issue. EaseDesk works out CGST and SGST or IGST from the place of supply, numbers the invoice, and lets you email, share or print it as a PDF.
• Send a quotation and turn it into an order Create a quotation under Sales, issue it and email it to the customer. When they agree, mark it Accepted and use Convert to make a proforma invoice, sales order or tax invoice from it, so nothing is typed twice.
• Send goods on a delivery challan Make a delivery challan from a sales order (or directly under Sales → Challans) when goods leave before the invoice. Issuing it takes the stock out of your warehouse, and the invoice you make from it later does not move the stock again.
• Record a payment from a customer Open the invoice and click Record payment, or go to Receipts and click New receipt. Enter the amount, mode and account, set it against the customer's unpaid bills, and click Save receipt. The invoices show as paid and your books are updated.
• Send automatic payment reminders Turn on payment reminders under Settings → Organisation → Reminders and choose when they go. Each morning, EaseDesk emails every customer with invoices due soon or overdue, listing the open bills with your bank and UPI details.
• Set up recurring invoices Open an issued invoice and click Make recurring. Choose how often, the day and the start date, and whether each new invoice is a draft for you to check or issued and emailed to the customer. EaseDesk makes it at 6 am on the day.
• Bill customers at the counter (POS) Open Counter (POS), enter the opening cash and click Open counter. Scan or search items, take cash, UPI or card (or a mix), and press F9 to complete the bill and print an 80mm receipt. At day end, count the cash and close the counter for the Z report.
• Issue a credit note against an invoice Open the issued invoice, click Credit note and choose Sales return, Rate difference or Discount after sale. Enter the returned quantities or the reduction, then click Save and issue. GST is reversed at the invoice's rates and the credit is set against that invoice.
• Track opportunities in your sales pipeline Add each possible deal under Opportunities with its company, value and next step. Move it through New, Qualified and Nurturing to Won or Lost. A next step with a date becomes a task for the owner, and an invoice issued for the opportunity marks it won.
• Capture leads from your website and IndiaMART Paste one line on your website to get a contact form and a chat button. Every message, and every IndiaMART enquiry, becomes an opportunity given to the right person by your rules, who is told at once. Chats and customer requests are answered from the Inbox.
• Answer customers' support tickets on time Customer requests from your portal, your support email and phone calls become numbered tickets with a priority and service times in your working hours. The Inbox shows what is due and overdue, and customers say whether it was solved.
• Give customers a portal on your own domain Your customers sign in on your own web address, such as portal.yourbusiness.in, to see what they owe, their invoices and statements, pay online, accept or decline quotations, order again and ask you for things. You connect your domain once and invite the customers you choose.
• Run projects and bill your team's hours Set up a project for a customer with a team, rates and a budget, log hours on a weekly timesheet, approve them, turn approved hours into a draft GST invoice, and see each project's profit.