WorkFlow automation
🔄 Invoicing Workflow Automation in KhataBilling
Simplify your entire billing process from quotation to invoice to payment tracking with smart workflow automation.
⚙️ What is Workflow Automation in KhataBilling?
Workflow automation allows you to manage your entire invoicing cycle without repeating data entry. You can:
- Start from a Quotation
- Convert into a Sales Invoice
- Generate a Delivery Challan
- Record Payments manually
- Create Return Invoices if needed
🧾 Supported Invoice Types
| Document Type | Purpose |
|---|---|
| Quotation/Estimate | Send price offers to clients |
| Sales Invoice | Final billing after quotation or direct |
| Purchase Invoice | Record purchases from vendors |
| Sales Return | Create returns for sold items |
| Purchase Return | Return items purchased |
| Delivery Challan | Optional goods delivery slip |
| Payment Entry | Manually record full or partial payment |
🔁 Flexible Workflow
- Skip Quotation and directly create Invoice
- Create only Challan for delivery
- Enter manual payment records later
- Create return invoices any time
🧩 Convert & Duplicate Invoice Types Easily
- Convert a Quotation into a Sales Invoice
- Duplicate a Purchase Invoice for repeated vendors
- Convert a Sales Invoice into a Sales Return
💳 Manual Payment Tracking
- Mark invoices as Paid, Partially Paid, or Unpaid
- Enter payment date and amount manually
- Filter based on payment status
🔧 Invoice Settings That Match Your Workflow
- Auto/Manual Invoice Numbering
- Prefix per type (SAL-, PUR-, etc.)
- Show/Hide Company Phone, Email
- Show/Hide GST & UPI QR
- Customize “Bill of Supply” Heading
📊 Workflow Status Reporting
- Track Pending Quotations
- Unpaid/Partially Paid Invoices
- Overdue by date
- See invoices with Returns
- Monitor Total Collected Amount
✅ Why Use KhataBilling Workflow?
| Benefit | Description |
|---|---|
| 🚀 Speed up billing | Easily duplicate or convert documents |
| 🔄 Flexible Process | Start from any point |
| ✍️ Manual Control | Mark payments manually |
| 🧾 All Types Supported | Sales, Purchase, Return, Quotation, Challan |
| 📊 Status Tracking | Visual invoice progress in dashboard |
| ⚙️ Configurable Settings | Customize data shown on invoice |
🚀 Start Automating Your Billing Workflows Today
Bring speed, consistency, and structure to your invoicing without losing manual control.
Get Started