Help centre / Billing your clients

Billing your clients

Fee plans, GST invoices in your series, and payment.

In the workspace: Billing

1. Create the plans you sell — for example, GST compliance monthly, or income tax yearly — with their prices.
2. Put clients on plans. Sakshra raises their invoices on schedule in your own series, with GST.
3. Connect your Razorpay account in Settings to add payment links and UPI AutoPay; without it, invoices carry your bank details.
4. Reminders go out politely until an invoice is paid. Record payments received another way.

Next: The client portal