Sales documents
Quotations, orders, GST invoices, credit notes and receipts — each converting into the next, with nothing typed twice.
Five views of one transaction, not five documents to type
A quotation, a sales order, a delivery challan, a tax invoice and a receipt describe the same piece of business at five moments. Treating them as five separate documents is where most of the errors in a small company come from — and most of the arguments, because a quotation and an invoice that disagree is a conversation nobody enjoys.
Every document knows the one it came from
That is not a convenience feature. It is what makes “how much of what we quoted last quarter turned into paid invoices?” a report rather than an afternoon.
- A quotation converts to an order without a line being retyped
- An order can produce several challans and several invoices
- What is still outstanding stays visible on the order
- Credit notes net off against the original rather than floating free
Handled on the document, not corrected afterwards
Place of supply is decided
From the state code on the parties. Intra-state splits CGST and SGST; inter-state charges IGST. Nobody has to remember which.
The line carries the return
HSN or SAC, taxable value separated from tax, the rate and the treatment. A return is only hard when this was not captured at the time.
The awkward cases are ordinary
Reverse charge, exports under LUT, composition dealers, rate-dependent slabs and cess — all on the document rather than in a note.
Where the usual approaches give out
| What you have now | With JAI CRM | |
|---|---|---|
| Word or Excel templates | Nothing stops two people using one invoice number, the tax split is manual when the customer is in another state, and nothing knows what is unpaid. | ✓Numbers taken at creation so they cannot collide, tax decided by place of supply, and outstanding always current. |
| Accounting software alone | Excellent at the ledger. The quotation and the follow-up live outside it, so the invoice is the first record — and how it was won is gone. | ✓The whole chain is recorded, so the invoice knows the deal and the deal knows the source. |
| An invoicing app | Fast and pleasant, and it stops at the invoice. Purchases, stock and returns are elsewhere, in a second system that will eventually disagree. | ✓One customer, one item, one tax rate, used by sales, purchase, stock and the books alike. |
From asked-for to paid
Quote it
Your numbering, your terms, your letterhead — sent from inside the system so the reply comes back to you.
Convert it
Accepted becomes an order, then a delivery that moves stock, then an invoice. Nothing retyped.
Send it
The PDF is attached, the e-mail is recorded against the customer, and the chain is visible on both documents.
Settle it
A receipt allocated against specific invoices, so what is outstanding is true rather than approximately true.
Questions people ask
Can I import historical invoices?
Can I stop people editing a sent invoice?
Do you support multiple branches?
More in modules
All modulesAccounting & finance
Expenses, banking, GST returns, TDS and payroll — built from the documents you already raised.
Notifications
Triggers and templates, so the right person hears about the thing that matters — and nobody…
Procurement
Vendors, purchase orders, goods receipts, bills and payments out — with the three-way match done for…
Documents
A company file store where sharing is inherited and nothing leaks by accident.
Sales
Leads, customers, companies, deals and follow-ups — one place where every enquiry has an owner and…
Projects
Projects, tasks, milestones, timesheets and the billing that comes out of them.
See it with your own data
Start free, import a spreadsheet of your customers, and raise a real GST invoice in the first ten minutes. No card, no sales call.