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Home Release notes Cheques that wait to clear, refunds of money held on account, and supplier advances that reach the bill

Cheques that wait to clear, refunds of money held on account, and supplier advances that reach the bill

A cheque could only be recorded as paid, money a customer had paid on account could never be refunded, and money paid to a supplier ahead of the bill could never reach it. Each now can, on the phone as on the desktop.

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What changed

📝

A cheque not yet cleared

Choose Cheque and tick Not cleared yet. It is kept against the invoice or bill it is for and settles nothing, in the books or the bank, until you mark it cleared. Its TDS is entered when it clears.

✅

Cleared or bounced

Open the payment from Payments received or Payments made and choose Mark cleared, with the day it cleared, or It bounced. A bounced cheque puts the invoices or bills back to owing and the bank back where it was.

👉

Open a payment

Tap a payment in either list to see what it is and what it paid, and to clear it, refund it, apply it or delete it. On a phone this is where Delete now is.

💰

Refund money held on account

Money a customer paid that no invoice took can be paid back: open the payment and choose Refund what is on account. It comes out of their advance, and taking the refund back puts the money on account again.

💳

Apply a supplier advance

Money paid to a supplier before the bill is applied to it later: open the payment and choose Apply to a bill. The bill shows it paid.

📦

Pay ahead on an order

An open purchase order has Pay ahead. When the order is billed and the bill opened, the money moves onto the bill by itself.

🧾

TDS deducted once

TDS deducted on money paid ahead counts towards the bill: ₹42.37 at the advance and ₹57.63 at the bill, ₹100 in all, where it would have been ₹142.37.

Does this change anything you already have?

Every payment already recorded is cleared and stays as it is. Nothing you have entered moves.

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Pricing

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Per user, per month. Every plan carries the whole product’s foundations (custom fields, roles, reports, documents and notifications) and differs only in how many modules are switched on. Change plan whenever you like; nothing is re-entered and nothing is lost.

CRM + Sales Documents

Leads, customers and deals, with quotations and GST invoices

₹149 / user / month

Pay annually
+ 18% GST: ₹175.82 / user / month incl. GST

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  • Leads, customers, companies and deals
  • Quotations, sales orders and GST invoices
  • Your own mailbox, with replies filed against the record
  • Reports, dashboards and exports
  • Documents, folders and sharing
  • Exhibitions: visiting card scanning, and what each fair earned
  • Integrations: IndiaMART, Just Dial, Tally, Google Drive and Dropbox
7 modules switched on
  • CRM
  • Sales documents
  • Settings
  • Reports & analytics
  • Documents
  • Notifications
  • Exhibitions

1 GB storage per workspace (organisation)

CRM + Sales Documents + Subscriptions + Warranty

For a business that bills on a cycle and stands behind what it sells

₹299 / user / month

Pay annually
+ 18% GST: ₹352.82 / user / month incl. GST

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  • Everything in CRM + Sales Documents
  • Recurring billing, plans, add-ons and coupons
  • Warranty registration and claims
  • Items and stock, which warranty is held against
  • Recurring revenue reporting
  • Integrations: IndiaMART, Just Dial, Shopify, Tally, Google Drive and Dropbox
10 modules switched on
  • CRM
  • Sales documents
  • Subscriptions
  • Warranty
  • Inventory
  • Settings
  • Reports & analytics
  • Documents
  • Notifications
  • Exhibitions

1 GB storage per workspace (organisation)

Most businesses take this

Full Suite

Every module, switched on

₹499 / user / month

Pay annually
+ 18% GST: ₹588.82 / user / month incl. GST

Start 14-day trial
  • Every module in the product
  • Procurement, Inventory, Manufacturing and Quality
  • Books, GST returns, TDS and payroll
  • Projects, timesheets and billing
  • Integrations: IndiaMART, Just Dial, Shopify, Tally, Google Drive and Dropbox
21 modules switched on
  • CRM
  • Subscriptions
  • Sales documents
  • Vendors
  • Procurement
  • Inventory
  • Manufacturing
  • Quality
  • Books
  • Accountant
  • Projects
  • Warranty
  • Documents
  • Notifications
  • Reports & analytics
  • Settings
  • Point of sale
  • Exhibitions
  • Channel Partners
  • Cross-sell
  • Targets & Commission

5 GB storage per workspace (organisation)

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Individual modules are sold on their own alongside the plans. See every module’s price.

What about storage?

A single module includes 1 GB of storage per workspace (organisation) and Full Suite includes 5 GB per workspace (organisation): documents, attachments, file versions and photographs, counted together for everyone in it, not per user. Add more at any time in tiers, or move to Full Suite and take the larger allowance with it. Nothing is deleted if you run close; uploads are refused with a reason, and what you already have stays exactly where it is.

Annual or monthly?

Both. Annual works out cheaper per month and is charged once at the start; monthly costs a little more and can be stopped at the end of any cycle. The card shows the per-user-per-month figure on both, so the two are comparable at a glance rather than by arithmetic.

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