Bills and payments
Give a quote, make the bill, take the money and keep your tax right.
20 articles
- GuideAdd your UPI id and payment QR codeSave your business's UPI ids and QR code so customers can scan and pay from the printed invoice or receipt.Needs the Basic plan or higher.
- GuideCollect payments with PhonePeGet paid for a job or sale through PhonePe: send a payment request, show a QR code or use a card machine. BytePhase records the payment for you.Needs the Standard plan or higher.
- GuideGive a customer a quoteMake a price quote that isn't tied to a repair job, send it to the customer, and record their yes or no.
- GuideGive a discount on a billTake money off one item or off the whole bill on a job, sale or quotation, as an amount or a percentage, before or after tax.
- GuideGive money back for a repairRefund all or part of a paid repair invoice. BytePhase makes a refund bill and takes the money off what the customer paid.
- GuideOne invoice number series, and invoices made for you after paymentTwo switches that change how bills are numbered and made. Use one number series for sales and repairs, and create the repair invoice when a payment comes in.Needs the Basic plan or higher.
- GuidePayment types (cash, card, cheque and more)The list of ways customers can pay you, such as cash, card or cheque. Add your own, rename or remove them.
- GuideRecord a payment and print the receiptNote down money a customer paid for a repair or a sale, then print or send them a payment receipt.
- GuideRecord a shop expenseNote down money your shop spends, like rent, electricity or tea, and sort it into expense categories for clearer reports.Needs the Standard plan or higher.
- GuideRound bill totalsRound bill totals to the nearest whole amount, for every new bill or just one, and see the Round off line on the print.
- GuideSee what a customer owes and print their statementUse the customer ledger and receivable summary to see who owes you money, add an opening balance, and print or download a customer statement.
- GuideSell items at the counterBill a customer for items from your stock, take the payment and print the bill, all from one screen.
- GuideSet up tax ratesAdd the tax rates you charge, such as GST 18% split into CGST and SGST, so you can pick them on parts, services and bills.
- GuideTake one payment for several billsWhen a customer pays one amount for several finished repairs or sales, record it once and split it across their bills.Needs the Basic plan or higher.
- GuideTurn a quotation into a saleWhen the customer accepts a parts-only quotation, turn it into a sale in one click instead of typing the items again.
- Learne-invoice and e-way bill (India)BytePhase doesn't generate GST e-invoices (IRN) or e-way bills. Here's what your GST invoice does include, and how to give the numbers to your accountant.
- LearnJob invoice or sale invoice?BytePhase has two kinds of bill. A job invoice bills a repair, and a sale bills items sold over the counter. Here's when each one is used.
- LearnKeyboard shortcuts for sales and quotationsKeys that start a sale or quotation, add items quickly and print, when you use BytePhase on a computer.
- LearnRegistered for GST or tax, or not registeredWhat changes on your bills when a business is registered for GST or tax, and why in India you choose it once, when you set the business up.
- LearnWhat each payment status meansPaid, Partially paid, Unpaid, Overdue, Overpaid, Nothing due, Free and Refund explained in plain words.
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