Finance · Workflow

Billable event to issued invoice, payment and posting

A won deal, subscription period, rental month or approved timesheet becomes a GST invoice, is paid through a link and posts to the books.

Step by step

Each step is a governed Action: it is permission-checked, logged, and either reversible or compensated.

1
A won deal, accepted quote, subscription period, closed rental month or approved timesheet creates a draft invoice.
2
Validation checks tax profile, HSN/SAC and address; failures go to an exception list.
3
If an approval rule is hit (amount or discount threshold), the draft goes to the Approvals Inbox.
4
Issue assigns the number, snapshots the bill-to, renders the PDF and locks the document.
5
Where e-invoice applies, the invoice is submitted via the GSP for IRN, acknowledgement and signed QR, with a retry queue on failure.
6
The invoice is delivered by email or WhatsApp with a payment link.
7
A gateway webhook or manual entry records the payment and allocates it to invoices.
8
From W3 the payment posts to Accounts and the outcome is recorded for the ROI Ledger.

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