Estimates & Invoices

Prepare estimate and invoice directly from FinCRM

Generate Invoice/estimate in FinCRM

Generate Invoice/Estimate Instantly

When everything is being done in CRM software, then why prepare estimates & invoice somewhere else? FinCRM provides an in-built estimate & invoice generating tool so you don’t have to switch between apps or softwares, which drastically increases your productivity. In some businesses, it may happen that a prospect may request estimate from several vendors for evaluation, in such cases, time is of the essence. When client details, discussions and everything are available on one screen itself, you need not switch to a different software just to generate an estimate. This quick process can help you convert the lead in no time.

Prepare GST-Compliant Invoice

After the introduction of GST law, it has become important for business to do invoicing under GST mode. FinCRM allows you to be in line with this law and lets you prepare GST-Compliant invoices. Add GSTIN, % of GST implied, and type of GST on the goods or services you are selling. You are also free from the burden of calculating total payable amount after adding all type of taxes. Our CRM software automatically calculates the final value to ease down your work.

Generate Gst Invoice
	Keep a Record of Every Payment in CRM

Keep a Record of Every Payment

Manual payment recording and tracking can be very painful when you are looking up for an old payment. How will it be if you can record and track all your payments from the very start on one easy-to-use platform? Yes, FinCRM has the solution to all of your problems and in effect, it helps you to store all your payments on a single window. You can look up for even the oldest payment in CRM software in a matter of minutes without struggling anywhere else.

Get Easy Ageing Analysis of Receivables

Offering credit to customers is a basic business policy, but what matters most is the period of credit offered. Many a times, customers skip the credit period and their overdue amounts get accumulating which have a higher tendency to result in bad debts. That’s why FinCRM helps you in ageing analysis of your receivables. Our software gives you a holistic view of period chart and client wise dues, so you can assess the receivables overdue over a period of time. This reduces irregularities in your accounts receivables.

View Client Wise Payment Dues
Generate Invoice/estimate in FinCRM

Generate Invoice/Estimate Instantly

When everything is being done in CRM software, then why prepare estimates & invoice somewhere else? FinCRM provides an in-built estimate & invoice generating tool so you don’t have to switch between apps or softwares, which drastically increases your productivity. In some businesses, it may happen that a prospect may request estimate from several vendors for evaluation, in such cases, time is of the essence. When client details, discussions and everything are available on one screen itself, you need not switch to a different software just to generate an estimate. This quick process can help you convert the lead in no time.

Generate Gst Invoice

Prepare GST-Compliant Invoice

After the introduction of GST law, it has become important for business to do invoicing under GST mode. FinCRM allows you to be in line with this law and lets you prepare GST-Compliant invoices. Add GSTIN, % of GST implied, and type of GST on the goods or services you are selling. You are also free from the burden of calculating total payable amount after adding all type of taxes. Our CRM software automatically calculates the final value to ease down your work.

	Keep a Record of Every Payment in CRM

Keep a Record of Every Payment

Manual payment recording and tracking can be very painful when you are looking up for an old payment. How will it be if you can record and track all your payments from the very start on one easy-to-use platform? Yes, FinCRM has the solution to all of your problems and in effect, it helps you to store all your payments on a single window. You can look up for even the oldest payment in CRM software in a matter of minutes without struggling anywhere else.

View Client Wise Payment Dues

Get Easy Ageing Analysis of Receivables

Offering credit to customers is a basic business policy, but what matters most is the period of credit offered. Many a times, customers skip the credit period and their overdue amounts get accumulating which have a higher tendency to result in bad debts. That’s why FinCRM helps you in ageing analysis of your receivables. Our software gives you a holistic view of period chart and client wise dues, so you can assess the receivables overdue over a period of time. This reduces irregularities in your accounts receivables.