Quotation to invoice
When a customer accepts, make the invoice from the quotation. The customer and the items come with it.
Quotations and GST invoices
A quotation in three steps, a GST invoice from it
Answer three plain questions and the quotation is ready. When the customer says yes, turn it into a GST invoice, send the PDF and record each payment as it arrives.
- Available now
Sample ElectronicsA
New quotation
Three short steps. Nothing reaches your customer until you issue the quotation.
- ✓Who is it for
- 2What are you selling
- 3Review
Display unit, 32 inch
40
18,500
18%
Add another itemNext
Guided, not complicated
Three questions, one quotation
Each step asks one thing in plain words. Nothing reaches your customer until you issue the quotation.
- Who is it for?Pick an existing customer or add a new one. Their details are kept for next time.
- What are you selling?Add items with how many, the price for one and the GST. Add another item whenever you need.
- ReviewCheck the totals, then issue it. Download the PDF, or open WhatsApp or e-mail with the message ready.
The same three steps make an invoice. A draft stays private until you finalise it and it receives its number.
Made for GST
Totals that follow the GST rules
WEKRAM BIZ splits tax the way an Indian GST invoice needs it, so your team does not work it out by hand.
- GST is shown as CGST and SGST, or as IGST, depending on the customer's state.
- Invoices are numbered and produced as a one-page PDF.
- Share the PDF from your phone, or open WhatsApp or e-mail with the message ready. You press send.
- Record each payment, full or part. The invoice shows what is left to pay.
Sample ElectronicsA
Invoice INV-0042
Shah Retail Issued
| Item | Qty | Rate | GST | Amount |
|---|---|---|---|---|
| Display unit, 32 inch | 40 | 18,500 | 18% | 7,40,000 |
- Taxable value
- ₹7,40,000
- CGST
- ₹66,600
- SGST
- ₹66,600
- Total
- ₹8,73,200
Record paymentWhatsAppE-mail
One record, start to finish
From the offer to the money in the bank
You enter the customer and the items once. Every later step starts from what you already typed.
- Quotation
- Accepted
- Invoice
- Payments
Reminders before it is due
A ready-made rule can remind your team before an invoice is due. It does not message the customer.
Your name on it
Documents carry your business details. Your team sees your business name and colour in the portal.
Need orders, deliveries and credit notes?
The Business operations area adds sales orders that follow a quotation, delivery notes, and credit and debit notes against an invoice. It is early access, switched on per business.
What this is not
Quotations and invoices are not an accounting ledger, and WEKRAM BIZ does not file GST returns. Your accountant keeps the books; WEKRAM BIZ gives you clean invoices and a clear view of what customers owe.
Related
Enquiries and customersOne list for every enquiry and customer, with follow-ups and a clear history, so nothing is forgotten and nothing is typed twice.Business operations (early access)Sales orders, delivery notes, credit and debit notes, receipts and approvals.Online storeSell your products from your own website, with orders, stock counts and customer order history in the same place as everything else.
Send your next quotation in minutes
We will walk through a real quotation from your own price list.