Smart-Billing
Smart Billing is quick, simple, and perfect for all businesses. Simplify your accounting and inventory management. Set financial goals, invoice clients, manage products, automate taxes, and monitor your finances—all within one platform. Smart Billing allows you to oversee all accounting and inventory tasks from a single dashboard. You’ll never need separate software for accounting and inventory again!
Billing-Invoice & Accounting Management
Smart Billing is an accounting management software that simplifies revenue calculation by tracking all financial aspects of a business. This software streamlines your operations and enhances convenience.
Get an overview of total customers, invoices and bills, along with charts for Income versus Expenses, Latest Income, and Expenses. Individual graph representations of Cash Flow, Income categories, Expense categories, and Income–Expense Chart provide a visual overview of various accounting details of the business.
Key Benefits:
User role permissions
Curation of various roles for users by selecting permissions on various modules
Double Entry: Chart of Accounts, Journal Entry, General Ledger, Balance Sheet, Trial Balance
Creation of constants for Taxes, Payment Method, and other parameters
Management of banking by creating accounts, making transfers, and managing transactions
Creation of Invoices and Bills and management of revenue and payments
Creation of a detailed list of your products and service offerings
Inventory Management in Invoice and Bill
Customer/ Vendor Statement Report
Email Templates
.csv export feature in report modules
Added GDPR Cookie to make the next visit easier and more useful
Proposal, Retainer, Invoice & Bill Modules with QR Code
Contract Module for Digital Signature
Product Stock Report
Retainer Payment Module
Twilio Integration
Multiple taxes
Customize your invoice, proposal, retainer & bills
Tons of smaller features that you’ll love
Extra care and thought were put into each and every one to provide an amazing development experience.
Accounting & Billing
This Software simplifies accounting by supporting double-entry methods such as journal entries, general ledger.
Reports & Insights
Smart Billing provides powerful reporting features that give you valuable insights into your business.
Global Access
Designed for businesses around the world, Smart Billing supports multiple languages.
Manage Accounting Quickly and Easily
Manage your billing and accounting with little to no effort! Set financial goals and let the system monitor them for you, automate taxes, and more! - without lifting a finger.
Handle Inventory Tasks Without Stress
Easily manage inventory by creating categories and adding products to them. Modify product prices whenever you want, assign SKUs, create different tax rates, and do so much more!
Take Your Project from Proposal to Payment
Create proposal templates and pitch your future clients. Turn your accepted proposals into payable invoices, send reminders, and get paid fast - all in one place!
Set Financial Goals
Grow your business faster by setting and reaching goals. Set and track financial and business goals, watch your progress, adjust your strategy, and level up your business.
Get Financial Reports
Make well-informed business decisions with accurate financial reports. Go granular and generate multiple reports, including income, expenses, product categories, taxation and many others.
Manage Your Cash Flow
Keep an eye on your money with cash flow management. Get access to dashboards with an overview of your revenue and expenses - and start making smart money moves.
Manage All Your Products In a Few Clicks
Make it easier to manage your stock by creating different product categories. Add products to different categories for more in-depth reporting. Modify product price, add SKUs, and more!
Handle Product Tax with Ease
Save more time and more money by automating your product taxes. Create different tax rates for each of your products and get them automatically applied to transactions.
Sell Your Products Faster
Get new sales and get paid faster. Create proposal templates for your products, pitch them to your future clients, and turn accepted proposals into invoices - in just a few clicks.
Assign roles to each staff member
Our multi-user accounting Software allows you to assign roles to each of your staff. By managing their permissions gain control over their access to certain parameters.
Manage your Products and Services
Manage your product and services list by assigning SKU, tax, units, categories, sales price, purchase price, and descriptions. You can also edit this list according to changing times. With this, you would have a complete tab on your account matters, and you won't have to go places to find product details.
Customer and Vendor Access
Maintain a database of your customers by creating their unique email addresses. Customers can log in and view the status of their invoices and transaction details as and when required. You could maintain the records for their shipping and billing address, thereby facilitating ease in trade. Similarly, vendors could access their bills and transactions by assigning them their unique Email addresses.
Manage your Proposals
Creating and sending proposals has never been easier. Create new proposals by selecting customers and adding products/ services to that list. You can edit existing proposals by adding or removing products. You can send these proposals and also check the status of these proposals. Create duplicates and convert these proposals to invoicing through a simple click. Just imagine the number of work hours you would save through this.
Create Account (Banking)
Create new accounts with ease and flexibility by updating information like Account holder name, Bank name, Account number, opening balance, and contact number. Edit the essential information as and when required.
Transfer Money
Maintain the records and transfer at ease an amount from one bank account to another through various modes. You could search for particular transfers through easy filtering.
Manage Transactions
Easy management of transactions through a detailed list of transaction charts. Search and filter out the transactions by selecting individual accounts.
Manage Invoices (Income)
Edit the existing invoices by adding new items/products. Download, print, or resend the invoice with a simple click. Send payment reminders and add payments with ease. Customers can pay the invoice via Stripe and PayPal, as well as with a QR Scan.
Revenue Management
Record the newly generated revenue by creating a new revenue. Change the source of revenue and add references. Also, you could filter the revenue based on account, customer, category, and payment methods.
Manage Bills (Expense)
Edit the existing bills by adding payments. Download, print, or resend the Bill with a simple click. Check the status of payments and edit your payment summary.
Payment Management
Record the newly generated expense by creating new payments. Change the categories and add references. Also, you could filter the revenue based on account, customer, category, and payment methods.
Display of Amount in Bill/ Invoice PDF
The user can update the vendors' bills/customers' invoices with the appropriate display of Paid, Due, and Debit/ Credit Note Amount while generating the PDF.
Budget Planner
A budget is a financial plan for a specified period to keep in check with the working capital. This feature here helps to maintain the capital flow. You can set monthly, quarterly, half-yearly, or yearly budgets according to your business plans and needs. The main categories are “Income” and “Expense,” where one can edit /update /delete the sub-categories as well.
Inventory Management in Invoice and Bill
Here, through the inventory management feature, you can monitor the inventory of each item you have registered with you. After generating the Invoice/ Bill, the quantity will automatically be updated in “Product & Services” for scrutiny. Overall, it is painless to maintain the inventory level of the products.
Customer/ Vendor Statement Report
With the help of this “Customer/ Vendor Statement Report” Module, you can review the filtered particulars of that customer/ vendor for a certain period. This statement report includes the start and end dates, order details, and payment details, along with the transaction history with the customer/ vendor.
Reports
Get a report on transactions with an easy filtering option. Download the required account statements in either PDF, CSV, or Excel format. You get duly prepared reports on individual Income, Expenses, Tax, Invoice, and bill summary. Filter them based on Account, category, and customers.
Exporting report data
Various report data, like transactions, summaries, and statements, can be exported as Excel, PDF, and CSV files.
Email Templates
The email templates feature enables the user to choose from pre-defined and individualized email layouts rather than creating an entirely new email each time. Additionally, this provides readiness, uniformity of drafts, accessibility, and reduced effort required to draft the same email repeatedly.
Goal
Create goals for particular activities and assign a time frame and amount to them. Its graphical presentation on the dashboard would help in the easy achievement of these tasks.
Asset
Manage your asset list by editing and deleting assets from the list. You can create new assets by assigning duration, descriptions, and amounts to them.
Gallery
