What workflows are automated in Khata Billing?

Khata Billing automates several common business workflows: GST calculation on every invoice, sequential invoice numbering, automatic inventory updates on each sale/purchase, payment reminder notifications, and recurring invoice generation for regular customers.

Does Khata Billing send automatic payment reminders for overdue invoices?

Yes. Khata Billing can prompt you to send WhatsApp payment reminders to customers with outstanding dues — reducing the time spent on manual follow-ups.

Are invoice numbers auto-generated in Khata Billing?

Yes. Invoice numbers are auto-generated in sequential order. You can also set a custom prefix (e.g., INV-2025-) so numbers are meaningful and organised.

Does GST get calculated automatically on invoices?

Yes. Once you assign HSN codes and GST rates to your products, Khata Billing automatically calculates CGST, SGST, or IGST on every invoice — no manual entry needed.

Does Khata Billing auto-update stock when I create an invoice?

Yes. Every time you create a sales invoice or record a purchase, Khata Billing automatically adjusts the inventory quantities for all items in real time — no separate stock journal entry required.

Workflow Automation - Khata Billing

🔄 Invoicing Workflow Automation in KhataBilling

Simplify your entire billing process from quotation to invoice to payment tracking with smart workflow automation.

⚙️ What is Workflow Automation in KhataBilling?

Workflow automation allows you to manage your entire invoicing cycle without repeating data entry. You can:

Start from a Quotation
Convert into a Sales Invoice
Generate a Delivery Challan
Record Payments manually
Create Return Invoices if needed

🧾 Supported Invoice Types

Document Type	Purpose
Quotation/Estimate	Send price offers to clients
Sales Invoice	Final billing after quotation or direct
Purchase Invoice	Record purchases from vendors
Sales Return	Create returns for sold items
Purchase Return	Return items purchased
Delivery Challan	Optional goods delivery slip
Payment Entry	Manually record full or partial payment

🔁 Flexible Workflow

Skip Quotation and directly create Invoice
Create only Challan for delivery
Enter manual payment records later
Create return invoices any time

🧩 Convert & Duplicate Invoice Types Easily

Convert a Quotation into a Sales Invoice
Duplicate a Purchase Invoice for repeated vendors
Convert a Sales Invoice into a Sales Return

💳 Manual Payment Tracking

Mark invoices as Paid, Partially Paid, or Unpaid
Enter payment date and amount manually
Filter based on payment status

🔧 Invoice Settings That Match Your Workflow

Auto/Manual Invoice Numbering
Prefix per type (SAL-, PUR-, etc.)
Show/Hide Company Phone, Email
Show/Hide GST & UPI QR
Customize “Bill of Supply” Heading

📊 Workflow Status Reporting

Track Pending Quotations
Unpaid/Partially Paid Invoices
Overdue by date
See invoices with Returns
Monitor Total Collected Amount

✅ Why Use KhataBilling Workflow?

Benefit	Description
🚀 Speed up billing	Easily duplicate or convert documents
🔄 Flexible Process	Start from any point
✍️ Manual Control	Mark payments manually
🧾 All Types Supported	Sales, Purchase, Return, Quotation, Challan
📊 Status Tracking	Visual invoice progress in dashboard
⚙️ Configurable Settings	Customize data shown on invoice

🚀 Start Automating Your Billing Workflows Today

Bring speed, consistency, and structure to your invoicing without losing manual control.

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Start Using Khata Billing — 100% Free

GST Billing · Inventory · POS · Payroll · Banking · GST Reports — all in one free app

WorkFlow automation