Features

The complete billing workflow — without the parts you'll never use

Simple Billing does one thing: helps you create invoices, track what customers owe, and record what's been paid. No inventory module, no general ledger, no expense tracking. That narrow scope isn't a limitation — it's what keeps the product fast to learn and genuinely useful every day.

Whether you bill for services, trading, consulting, or project work, you get a full workflow from customer setup through PDF delivery, payment recording, and reporting. India GST and international currency support are both built in from day one.

Create, issue, and deliver professional bills

Invoicing

Invoicing is the core of the product. You build line-item bills with accurate tax and totals, choose when to issue them, and share a polished PDF with your customer. Every amount is calculated consistently so what you see on screen matches what your customer receives on paper.

Detailed line-item invoices

Each invoice supports structured line items — not just a description and amount. You can enter or pick an item code, quantity, unit (such as pcs, kg, or hrs), unit price, HSN code where applicable, and tax rate. The system calculates line subtotals, tax per line, and the invoice total automatically, so manual spreadsheet errors are avoided.

  • Pick items from your catalog or enter lines manually
  • Apply invoice-level discounts as a flat amount or percentage
  • Set issue date, due date, notes, and default payment terms
  • Save as draft while you gather details, then issue when ready

PDF invoices your customers can trust

Every issued invoice can be downloaded as a PDF that includes your business name, invoice number, dates, customer details, line items, tax summary, and amount due. PDFs are designed for clarity — suitable for email, print, or archival. Your logo and tax identity from business settings appear on the document so the invoice looks like it came from your company, not a generic template.

  • Available for issued, partially paid, and paid invoices
  • Shows CGST, SGST, or IGST when India GST mode is enabled
  • Includes bill-to details and outstanding balance where relevant

Clear invoice lifecycle

Invoices move through defined statuses so you always know where work stands. Start in Draft while preparing the bill. Issue it when sent to the customer. As payments arrive, status updates to Partially paid or Paid. Overdue flags help you chase late payers. Cancelled and Returned states handle voids and credit scenarios without deleting history.

  • Draft, Issued, Partially paid, Paid, Overdue, Cancelled, Returned
  • Void reason captured when cancelling or returning
  • Invoice numbers auto-increment with your chosen prefix

Email invoices and share with customers

Send & share

Once an invoice is issued, you can email the PDF directly to your customer or share details via WhatsApp. Payment reminders are separate nudges for unpaid balances.

Email invoice with PDF

From any issued invoice, email the customer a branded message with the PDF attached. Delivery is logged on the invoice so you know when it was sent.

  • Uses your business name and invoice details in the email
  • PDF attachment matches the download from the app
  • Requires customer email on file

WhatsApp share

Share invoice details through WhatsApp with one tap. On supported mobile browsers, the native share sheet can attach the PDF file directly.

  • Includes invoice number and amount due
  • Opens WhatsApp Web on desktop
  • Mobile Web Share API when supported

Payment reminders by email

When a customer has not paid by the due date, you can send a payment reminder directly from the invoice. Reminders are sent by email with invoice details and the amount outstanding, so follow-up does not depend on copying figures into a separate mail client.

  • Send manually from the invoice detail view
  • Distinct from the initial invoice email
  • Helps reduce overdue balances without extra tools

Credit notes and tax summary exports

Returns & reporting

MVP includes full credit notes against paid invoices and a tax summary report with CSV export for your bookkeeper.

Full credit notes

When a sale is returned or reversed, create a credit note with a separate number sequence. Line items and tax treatment match the original invoice. The invoice status updates to returned with balance cleared.

  • Credit note PDF with same tax layout as invoices
  • Required reason field
  • Listed on the original invoice detail page

Tax summary report

Reports show taxable value and tax grouped by rate and label for this month, last month, or a custom range. India GST mode adds CGST, SGST, and IGST totals. Credit notes in the period reduce the totals.

  • Period filter in business timezone
  • Export to CSV for Excel
  • VAT-style summary for UAE and other countries

Multi-currency, optional India GST, installable PWA

International & mobile

Each business configures its own country, currency, timezone, and tax presets. India GST mode is optional. The app works on desktop and mobile browsers.

Per-business localisation

Nothing is hardcoded for one country. Set AED, SGD, INR, or any supported currency with matching locale and timezone. Tax ID labels adapt to your market (GSTIN, TRN, etc.).

  • Editable after onboarding in settings
  • Invoice amounts stored with currency snapshot
  • Due dates evaluated in business timezone

Role-based access (MVP)

Permissions are enforced on the server. Managers can create invoices and record payments. Viewers have read-only access. Settings are limited to owners and admins. Team invite flows are planned for a later release.

  • Viewer: read-only UI with API write blocks
  • Manager: no access to business settings
  • Owner and admin: full operational and settings access

India GST mode (optional)

Businesses outside India can use simple label-and-rate tax presets (VAT, sales tax, etc.). Indian businesses can enable GST mode to split tax into CGST and SGST for intra-state supplies, or IGST for inter-state supplies, on each invoice.

  • Configurable tax presets per business
  • Inter-state toggle on the invoice form
  • Tax ID label customizable (e.g. GSTIN)

Works on desktop and mobile

Invoice lists, forms, and reports adapt to smaller screens. Install to your home screen as a progressive web app for quicker access in the field.

  • Installable PWA on supported browsers
  • Touch-friendly forms and navigation
  • Same features on mobile and desktop

Organize who you bill and what you sell

Customers & catalog

Before you invoice, you need reliable customer records and a repeatable way to add products or services. Simple Billing keeps both in one place, scoped to each business, so repeat billing becomes a matter of selection rather than retyping.

Customer records built for billing

Each customer stores the information you need on an invoice: name, phone, email, separate billing and shipping addresses, and a tax identifier (using your business’s tax ID label, such as GSTIN). The customer list shows outstanding balance at a glance. On the detail page you see recent invoices and total billed, so account managers can answer “how much does this client owe?” without running a separate report.

  • Search customers by name, email, phone, or city
  • Outstanding balance from unpaid issued invoices
  • Invoice history with status and amounts on the profile

Item catalog for faster invoicing

Maintain a catalog of items your business sells or bills for. Each catalog entry includes item code, name, default price, unit of measure, optional default discount, tax rate, and HSN code for Indian compliance. When creating an invoice, selecting an item fills the line automatically — you can still adjust quantity or price for that specific bill. This is ideal for businesses that invoice the same SKUs or service packages repeatedly.

  • Unique item code per business
  • Tax preset applied from catalog defaults
  • Reduces errors when billing repeat customers

Billing and shipping on every invoice

When you select a customer on the invoice form, billing and shipping addresses appear in separate tabs. Fields are editable per invoice if a one-off delivery differs from the customer master record. You can mark shipping as same as billing when appropriate. This gives operations and sales teams confidence that the invoice reflects where goods or services are actually going.

  • Separate address, city, state, and pincode fields
  • Shipping tab with “same as billing” option
  • Useful for dispatch and customer confirmation

Record collections and understand cash flow

Payments & reports

Issuing an invoice is only half the job. Simple Billing helps you record what was paid, how it was paid, and what remains outstanding — then rolls that data into dashboards and reports for the month.

Flexible payment recording

Record payments against any issued invoice with the amount, date, and mode — cash, UPI, bank transfer, cheque, card, or other. Partial payments are supported: the invoice stays open with an updated balance due until fully settled. Payment history is visible on the invoice detail page, and invoice status updates automatically between Issued, Partially paid, and Paid.

  • Optional payment reference (e.g. UPI transaction ID)
  • Balance due recalculated after each entry
  • Dedicated payments list across all invoices

Dashboard and business reports

The dashboard summarizes billing health for the active business: what was issued, what was collected, and what is still outstanding. Reports go deeper — payment collections by mode, invoice counts by status, customer outstanding ranked by amount, and period-based views to support month-end review. These views are designed for owners and finance leads who need answers without exporting to a spreadsheet first.

  • This-month collections and outstanding totals
  • Invoice status breakdown (draft, issued, overdue, paid)
  • Top customers by outstanding balance

Automatic overdue detection

Invoices that remain unpaid past the due date can be marked overdue automatically based on scheduled checks. The logic respects your business timezone, so due dates align with how you operate locally. Overdue status makes follow-up lists and reports accurate without manually scanning due dates every morning.

  • Runs on a daily schedule
  • Applies to issued and partially paid invoices
  • Surfaces on dashboard and invoice lists

What Simple Billing doesn't do

Simple Billing is not an ERP. It doesn't track stock, run double-entry accounting, manage purchase orders, or handle payroll. If you need those, you'll use a dedicated tool alongside it — and that's fine. Keeping the scope narrow means the invoicing and payment side stays fast and genuinely usable.

  • Inventory and warehouse management
  • Expense tracking and reimbursements
  • Chart of accounts and journal entries
  • Automatic currency conversion

See it in action

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