💰
Revenue Collected
₹0
from paid invoices
⏳
Outstanding
₹0
pending payment
🧾
Total Invoices
0
all time
🎯
Active Leads
0
in pipeline
GST Summary
Recent Documents
| # | Client | Type | Date | Due / Valid | Amount | Status | Actions |
|---|
Invoices
| # | Client | Date | Due | Amount | Status | Actions |
|---|
Quotations
| # | Client | Date | Valid Until | Amount | Status | Actions |
|---|
Lead Pipeline
Total Pipeline: ₹0
Client Directory
| Client | Phone | City | Source | Documents | Actions |
|---|
Team Users
| User | Role | Department | Phone | Joined | Status | Actions |
|---|
Add User
🤳
Click to upload photo
Agreements & Contracts
How it works: Create a Quotation → add Agreement Terms in editor → get client digital signature → convert to Invoice.
Service Catalog
🖼 Business Logo
🖼
Click or drag logo (PNG/JPG/SVG, max 2MB)
✍️ Signature
✍️
Upload signature image (transparent PNG preferred)
🏢 Agency Profile
💳 Payment Details
📐 Document Defaults
🎨 Document Color Customization
#1a2340
#5b8def
#ffffff
#82adf5
#1a2340
#82adf5
Presets:
Document Info▾
Client Details▾
Services & Items▾
⚡ Quick Add from Catalog
Show Columns:
Payment & Notes▾
Agreement / Contract▾
📋 Agreement Terms
Add agreement text that client must digitally sign before work begins. Quote can be converted to a signed agreement.
✍️ Digital Signature
or pick from existing quotation:
No signature yet
Attached Documents▾
📎
Click to attach documents (PDF, images, Word, Excel)