Smart Billing & Invoicing

Generate Professional Estimates and Collect Payments Faster

Ditch manual calculation errors and Excel sheets. With ServiceKhata360's Estimate & Invoice Management CRM, you can instantly create GST-compliant quotations, generate branded PDF invoices, and strictly track outstanding dues.

🔥 Custom PDF Branding • GST & Tax Support • Due Payment Tracking • Faster Collections

Estimate and Invoice Management CRM software billing and payments ServiceKhata360

Why Use Integrated Billing Software?

In many service businesses, the team that manages operations is entirely disconnected from the team that handles billing. This gap results in unbilled services, miscalculated tax, and lost revenue. A dedicated Estimate & Invoice Management CRM connects your customer service directly to your finances.

Because our system is built specifically for service businesses, you can seamlessly convert a Lead into an Estimate, and a completed Complaint into a Final Invoice. Every payment made is automatically tracked against the customer's account, drastically reducing unpaid dues and improving your cash flow.

Eliminate Billing Headaches

Unprofessional Quotes

Problem: Sending pricing estimates via plain WhatsApp text looks unprofessional.

Solution: Instantly generate branded PDF estimates with your company logo, T&C, and accurate tax calculations.

Delayed Invoicing

Problem: Invoices are sent days after the service is completed.

Solution: Generate an invoice the moment a job is marked 'resolved', enabling instant payment collection.

Lost Track of Dues

Problem: You don't know who owes you money and how much.

Solution: A dedicated 'Due Collections' dashboard shows partial payments, unpaid invoices, and aging accounts.

Ideal for Service & Maintenance Businesses

AMC & Maintenance Contractors

Easily invoice customers for Annual Maintenance Contracts, track advance payments, and bill separately for out-of-warranty spare parts used during service calls.

Installation Services (CCTV, Solar, AC)

Send detailed, itemized quotations to clients before starting an installation project. Once approved, convert the estimate directly to a final invoice.

B2B IT & Electronics Service

Create professional GST invoices that comply with strict B2B requirements. Keep clear ledgers of corporate clients with multiple payment milestones.

Repair Shops & Centers

Generate quick invoices at the counter or directly from the field. Track repair labor charges separately from hardware component charges.

Features Designed to Improve Cash Flow

Automate your billing process to reduce errors and collect payments faster.

One-Click Estimate to Invoice

Don't enter data twice. Convert an approved quotation directly into a tax-ready invoice with a single click. Save time and eliminate manual data entry errors.

  • Instant conversion
  • Zero data duplication
Estimate to Invoice

Partial Payments & Ledgers

Accept advance payments, track partial installments, and maintain a clear ledger of every customer's paid and due amount. Always know who owes you money.

  • Track advance payments
  • Clear customer ledgers
Payment Tracking

Branded PDF Generation

Download beautiful, professional PDFs containing your company branding, authorized signatures, and bank details. Share them instantly via WhatsApp or Email.

  • Custom company branding
  • One-click WhatsApp sharing
PDF Invoices
Powered by Automation

Automate Your Invoicing Workflows

With our new intelligent trigger system, you no longer have to manually send PDFs. Create rules to automatically send WhatsApp messages and PDF attachments the moment an Invoice is generated or an Estimate is approved.

Explore Automation Module →
💬
WhatsApp Sent Automatically Triggered by: Invoice #INV-204 created
⏱️
Overdue Reminders Triggered by: Outstanding Balance > 0
Stop Losing Revenue

Get Paid Faster with Professional Invoicing

Upgrade your billing process today. Look more professional to your clients, reduce tax calculation errors, and ensure you collect every rupee you are owed.

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The ServiceKhata360 Advantage

  • Creates instant trust with professional PDFs
  • Zero manual tax calculation errors
  • Complete visibility into outstanding dues
  • Directly linked to your leads and complaints
  • Works on both Web and Desktop App

Invoicing & Billing FAQs

Frequently asked questions about managing your finances with ServiceKhata360.

Can I generate GST invoices with this software?
Yes, our CRM fully supports GST calculations. You can input your GSTIN, apply specific tax rates to different items or services, and generate compliant invoices for your clients.
Can I add my own company logo to the invoice?
Absolutely. You can upload your company logo, set your business address, and even add your banking details and QR code so clients can pay you directly.
How does the system track partial payments?
When you receive a payment, you can log the exact amount received against a specific invoice. The system will automatically calculate the remaining due balance and update the customer's ledger.
Can I convert a quotation into an invoice?
Yes! To save time, you can open an approved estimate and click 'Convert to Invoice'. The system will pull all the line items, taxes, and customer details into a new draft invoice automatically.
Is my financial data secure?
Yes, security is our top priority. Your financial data is securely stored on encrypted cloud servers. Furthermore, you can use role-based permissions to restrict access so only authorized staff can view revenue or billing data.

Get in Touch

Have questions? We're here to help. Reach out to us and we'll get back to you soon.

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🕐 Business Hours

Monday - Saturday: 10:00 AM - 6:00 PM IST
Sunday: Closed