What is Invoice & Quotation Management in PakhiLead365?
Invoice and Quotation Management in PakhiLead365 is a complete billing solution fully integrated with your CRM — eliminating the disconnect between your sales pipeline and your accounts department. In most businesses, there is a frustrating gap: the sales team closes a deal, then waits days for accounts to raise an invoice in a separate system. By the time the invoice reaches the customer, the momentum of the sale has been lost. PakhiLead365 solves this by putting invoice and quotation creation directly in the hands of your sales team — linked to lead and customer records, accessible from the same dashboard they use to manage their pipeline. Creating an invoice takes under a minute: select the customer, add line items with HSN codes, apply GST (CGST/SGST or IGST), add discounts, set due date, and click generate. The system auto-increments invoice numbers, applies your configured GST percentage, and generates a professional PDF ready to share. Quotations can be created first and converted to invoices with one click when the deal is confirmed. Payment status tracking — Draft, Sent, Paid, Overdue — gives the entire team visibility into receivables. Automated WhatsApp and email dispatch sends invoices directly to customers from within the CRM. Multi-currency support and configurable invoice templates ensure the system works for businesses trading internationally or maintaining brand consistency in their billing.
- GST-Compliant Invoices: Create fully GST-compliant invoices with CGST/SGST or IGST calculation, HSN codes, invoice series, and tax summary — meeting all Indian GST requirements.
- Professional Quotations: Generate branded quotations with line items, discounts, validity dates, and terms & conditions. Convert to invoice with one click on deal confirmation.
- PDF Generation & Download: Instantly generate professional PDF invoices and quotations with your company logo, signature, bank details, and terms.
- WhatsApp & Email Dispatch: Send invoices and quotations directly to customers via WhatsApp or email from the CRM — no PDF downloads and manual forwarding required.
- Payment Status Tracking: Track every invoice through Draft → Sent → Paid → Overdue stages. Get alerts for approaching and overdue payment deadlines.
- Multi-Item Line Entries: Add unlimited line items with quantity, rate, description, HSN code, and individual GST rates. Totals calculate automatically.
- Discount Management: Apply percentage or fixed amount discounts at line-item or invoice level. Total calculation updates in real time.
- Invoice Reports: View revenue by customer, month, invoice type (GST/Non-GST), and staff member with downloadable reports for accounts and tax filing.
