GST billing software with a built-in CRM, from quote to payment

Why keep GST invoicing inside your CRM?

Because the quote, the customer and the payment are one story. When proposals live in one tool, invoices in another and customer details in a spreadsheet, every invoice starts with copying details across, and nobody can see who has been quoted, billed and paid.

Can I convert an accepted proposal or estimate into an invoice?

Yes. In QezoraCrm you send a proposal or estimate, turn it into a GST invoice once the customer accepts it, and record the payment against it.

Recurring invoices handle repeat billing, credit notes handle corrections, and overdue reminders follow up on unpaid invoices.

Every invoice sits on the customer's profile alongside their contacts, projects and support tickets, so sales and accounts work from the same record.

Quotation, estimate, proposal or invoice: what's the difference?

A quotation or estimate prices a specific job, a proposal sets out what you'll do and for how much, and an invoice asks for payment once the work or sale is agreed. In QezoraCrm a quotation is created as an estimate, and both estimates and proposals turn into GST invoices once accepted.

Estimate requests from your website arrive in the CRM as leads, so a request can become an estimate and then an invoice in one place.

Can QezoraCrm create GST invoices with CGST and SGST?

Yes. Invoices are in rupees with tax fields, and tax rates such as CGST and SGST go on every line.

You set up your tax rates and invoice format once, when you set up the CRM, and every invoice uses them.

How do I chase unpaid invoices?

With overdue reminders, which follow up on unpaid invoices. Every payment is recorded against its invoice, so you can see what's still owed.

How do recurring invoices and subscriptions work?

They're two separate tools. Recurring invoices bill a customer on a schedule, such as a monthly retainer. The Subscriptions module handles recurring billing alongside expense tracking.

Either way, payments are recorded against each invoice when they arrive.

Can I track expenses against income?

Yes. The Subscriptions & Expenses module adds expense tracking and an expenses vs income view, next to your invoices and payments.

What do I send my accountant at month end?

Export proposals, estimates, invoices and credit notes in bulk as PDF, and customers, leads and invoices as CSV, whenever you need them.