SMART BILLING

The Smart Billing feature in Younote revolutionizes the invoicing process by leveraging automation, data integration, and AI-driven insights to streamline billing workflows, ensure accuracy, and enhance user convenience. It is designed specifically for MSMEs to save time, reduce errors, and improve cash flow management.

Effortlessly generate GST-compliant invoices, track due dates, and manage multiple clients and suppliers

Invoice Generation:

Create invoices based on Sales quote, *Sales orders, recurring subscriptions, or predefined rules.

Payment Reconciliation:

Match payments received with invoices, reducing manual effort.

Reminders and Alerts:

Send reminders for pending payments, due dates, or upcoming renewals.

GST-Compliant Invoices:

Generate invoices with all required GST details (HSN codes, tax breakdowns, etc.), adhering to Indian tax laws

How Smart Billing Works?

QUICK SETUP AND CONFIGURATION

Business Profile Customization:

Users can set up their business profile by adding:

Business logo and branding details

GSTIN (if Applicable)

Default taxes, discounts, and payment terms

Invoice Templates:

Select from professionally designed templates crafted for various businesses/industries. For customized options, tailored to your specific needs, feel free to connect with our team

INVOICE CREATION MADE EASY WITH AUTOMATION

Product and Service Libraries:

Pre-configure products or services with rates, tax details, and descriptions for quick selection during invoice creation.

Dynamic Tax Calculation:

Automatically calculate GST or other applicable taxes based on location or pre-set rules.

Recurring Invoices:

Pre-configure products or services with rates, tax details, and descriptions for quick selection during invoice creation.

AI-Powered Suggestions:

Pre-configure products or services with rates, tax details, and descriptions for quick selection during invoice creation.

Product and Service Libraries:

Suggest prices for commonly billed items or services based on past transactions for faster invoice creation.

SEAMLESS CUSTOMER INTEGRATION

Customer Data Management:

Maintain a database of customer details, including billing addresses, GST information, and payment preferences.

Linked Orders:

Automatically pull details from linked purchase orders or quotes to generate invoices without re-entering data.

MULTIPLE BILLING FORMATS

Create invoices tailored to various transaction types, including:

Tax Invoices: For GST compliance
Proforma Invoices: For Advance payments or quotes
POS Receipts: For Point-of-sales transactions

AI-DRIVEN AUTOMATION

Error Dedection:

Identify Potential errors in invoice entries, such as missing tax details or incorrect customer information.

*Smart Reminders:

Send automated payment reminders for overdue invoices.

Payment Matching:

Match payments received with corresponding invoices reducing reconciliation efforts.

REAL TIME NOTIFICATIONS

Notify customer when:

Any invoices is viewed by customer
*Payments are made or delayed

Track invoice status in real time (e.g., paid, unpaid, overdue).

SECURE DOCUMENTS SHARING

Share invoices with customers via multiple channels:

E-mail
WhatsApp
*SMS

ANALYTICS AND INSIGHTS

*Customer Insights:

Identify top-paying customers and average payment timelines.

Sales Trends:

Analyze billing data to determine peak sales periods or most profitable products / services.

Aging Reports:

Track overdue invoices and pending payments for better cash flow management.

COMPLIANCE AND REPORTING

Generate GST-compliant invoices with unique invoice numbers
*Maintain audit trails for tax filing and compliance
Automatically generate reports, such as sales summaries and tax liability statements

Benifits of Smart Billing for MSMEs

Time Savings:

Automates repetitive tasks, such as tax calculations and recurring invoices.

Accuracy:

Reduces errors with automated calculations and data validation.

Professional Branding:

Helps Busineses project a polished image with branded and customized invoices.

Faster Payments:

Integrated payment options and automated reminders speed up collections.

Compliance Made Easy:

Send reminders for pending payments, due dates, or upcoming renewals.

Data Driven Decision Making:

Provides insights to help MSMEs improve cash flow, pricing strategies, and customer relationships.

The * marked contents are Upcoming features.

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SMART BILLING