Create GST-compliant invoices, email clients instantly, track paid & overdue status, automate reminders, and sync collections to your finance ledger — Avani Business OS.
Create professional invoices in minutes using Avani's Invoice module — no accounting degree required. Each invoice captures your GSTIN, the client's GSTIN, HSN or SAC codes for each line item, applicable tax rates (CGST + SGST for intra-state or IGSR for inter-state), and the final payable amount in INR. Invoices are numbered sequentially with a prefix of your choice, and every document is print-ready and compliant with Indian GST invoicing rules under the CGST Act.
Send invoices directly to clients from within Avani — no downloading, attaching to Gmail, and switching tabs. The invoice is emailed as a professional PDF branded with your company name and logo, with a payment-due note. You can also share a link for clients who prefer viewing the document in their browser. Indian SMBs dealing with clients across states — from Mumbai to Bengaluru to Delhi — can dispatch invoices the moment a project milestone is reached, accelerating the payment cycle.
Every invoice in Avani carries a live status — Draft, Sent, Paid, or Overdue. Finance teams see the full receivables picture at a glance: which invoices have been paid, which are approaching due date, and which are already overdue. The overdue list is sorted by aging — 0–30 days, 31–60 days, 61–90 days, and 90+ days — giving collections teams a prioritised work list without manually scanning spreadsheets. No invoice slips through the cracks because it was buried in an email thread.
Avani sends automatic payment reminders to clients before and after the invoice due date — eliminating the awkward manual follow-up call from the accounts team. Configure the reminder schedule: for example, a polite nudge three days before due, another on the due date, and an overdue notice seven days after. Reminders are sent via email with the invoice PDF re-attached, so the client always has the document at hand. Indian SMBs report significantly shorter debtor days after switching from manual follow-up to automated reminders.
Set up recurring invoices for clients on monthly retainers, annual maintenance contracts (AMCs), or subscription-based engagements — common across Indian IT services, consulting, and facility management businesses. Define the billing frequency, start date, and end date (or leave it open-ended), and Avani generates and dispatches each invoice automatically on schedule. Finance teams no longer need a calendar reminder to manually raise the same invoice for the same client every month.
Every paid invoice in Avani automatically posts a corresponding receivables entry in the Finance module — crediting the revenue account and debiting accounts receivable. This eliminates double entry: your accounts team does not have to manually log collections into a separate accounting sheet. The finance dashboard shows outstanding debtors, collected revenue, and month-to-date invoicing totals in real time, giving management an accurate picture of cash flow without waiting for the monthly CA report.
Generate receivables reports by client, project, month, or revenue category to understand billing patterns, identify slow-paying clients, and forecast cash inflows. Management sees total invoiced vs total collected for any period, with a breakdown by client and geography. Reports are exportable to Excel or PDF — useful for CA-led quarterly reviews, board presentations, and working capital assessments required by banks offering MSME credit facilities to Indian SMBs.
Avani links every invoice to a CRM client record, so the revenue generated from each client is visible alongside their interaction history, leads, and meetings. Business owners and sales managers can see at a glance which clients are the highest revenue contributors, which accounts have outstanding balances, and where growth opportunities exist. This 360-degree view — combining CRM data with Finance data — is unique to Avani Business OS and not possible when invoicing and CRM are separate tools.
Invoicing software is a digital tool that lets businesses create, send, track, and manage customer invoices without paper forms or disconnected spreadsheets. Avani Business OS includes a built-in Invoice module designed for Indian SMBs — it generates GST-compliant invoices with CGST, SGST, IGST, GSTIN, and HSN/SAC codes, emails them directly to clients as branded PDFs, tracks payment status in real time, sends automated reminders, and synchronises collections to the Finance ledger automatically. Everything sits inside the same platform as your HR, CRM, and Projects — no separate invoicing app needed.
Yes. Avani's Invoice module is built around Indian GST invoicing requirements under the CGST Act. Each invoice captures your GSTIN and the client's GSTIN, applies the correct tax split — CGST + SGST for intra-state transactions or IGST for inter-state — and records HSN codes for goods or SAC codes for services against each line item. Invoice numbers are sequential and date-stamped as required. The output PDF is suitable for B2B tax invoice compliance and for filing purposes with your CA or tax consultant.
Yes. Avani dispatches invoices directly to the client's email address as a professionally formatted PDF — your company name, logo, GSTIN, and payment details are included. You click Send inside the Invoice module and the client receives the document in seconds. You can also generate a shareable link if the client prefers viewing the invoice in a browser. Indian businesses dealing with clients across multiple states find this particularly useful for cutting the time between completing a delivery and getting an invoice into the client's inbox.
Every invoice in Avani has a due date. As the due date approaches, the system changes the invoice status from Sent to Due Soon, and after the due date passes without payment, to Overdue. Automated email reminders go to the client on a schedule you configure — for example, three days before due, on the due date, and seven days after. The finance dashboard groups overdue invoices by aging bucket (0-30, 31-60, 61-90, 90+ days) so your collections team knows exactly where to focus. No manual tracking in Excel or Google Sheets is needed.
Yes. Avani supports recurring invoice schedules — you set the client, billing amount, frequency (monthly, quarterly, annually), start date, and optional end date, and the system generates and sends each invoice automatically on schedule. This is ideal for Indian IT companies billing monthly retainers, facility management firms on annual maintenance contracts, and consultants on fixed-fee engagements. Finance teams no longer need a reminder calendar to manually raise the same invoice every billing cycle.
When you mark an invoice as Paid in Avani, the Finance module automatically posts a corresponding journal entry — debiting the bank or accounts receivable ledger and crediting the revenue account against the correct cost centre. This eliminates manual re-entry of collections into a separate accounting package. The Finance dashboard and P&L reflect collected revenue in real time. Indian SMBs that previously ran invoicing in one tool and accounting in another find this integration particularly valuable for month-end closing speed.
Yes. Because Avani links every invoice to a CRM client record, you can pull a client-wise revenue report for any date range. Management sees total invoiced, total collected, and outstanding balance per client — alongside the client's interaction history, assigned leads, and meetings from the CRM module. You can also filter invoices by project to understand per-project billing and collection rates, which is essential for MSME businesses managing multiple concurrent client engagements.
Avani generates a range of receivables reports: total invoiced vs collected by month, outstanding debtors by aging bucket, client-wise revenue summary, project-wise billing tally, and overdue invoice lists with contact details. All reports export to Excel or PDF in one click. These are directly useful for working capital discussions with banks offering MSME credit facilities, for CA-led quarterly tax reviews, and for board-level financial performance presentations — replacing the manual monthly compilation that typically takes a finance executive one to two full days.
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