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Money
·
to
Bills to collect
Bills to pay
Renewals due (30 days)
Clients
| Client | Type | Phone | Active Subs | Outstanding | LTV |
|---|
Opportunities
Leads with estimated revenue
| Title | Contact | Est. Revenue | Status | Expected Close |
|---|
Subscriptions & Assets
Active
Paused
Cancelled
All
| Service | Client | Type | Currency | Price | Cost | Next Due | Status |
|---|
One-Time Orders
Active
Closed
All
| Order | Client | Type | Curr | Value | Cost | Start | Delivery | Status |
|---|
Billing & Payments
All
Sent
Partial
Paid
Overdue
| Invoice # | Client | Service | Amount | GST | Total | Due Date | Status |
|---|
Ad-hoc Income
Total: ₹0
| Date | Description | Client | Amount | Notes |
|---|
Expenses & Vendor Payments
All
Direct Costs
Fixed
Variable
Card bills
| Date | Description | Vendor | Type | Amount | GST Paid | Paid Via | Client |
|---|
Service Catalogue
Your standard pricing menu
| Service | Type | Billing Cycle | Standard Price | Standard Cost | Currency |
|---|
Vendors
| Name | Category | Website |
|---|
Vendor Payments
| Date | Vendor | Amount | Paid Via | Method | Order | Reference | Notes |
|---|
Bank Accounts & Cards
| Name | Type | Can Receive | Can Pay | Spent (period) |
|---|
Purchases: log as normal expenses paid from the card. Paying the statement from your bank: use expense type “Paid card bill (from bank)”.
Reports & Analytics
P&L Statement
Client Profitability
Discount Variance
Forex Gain/Loss
TDS Ledger
GST Summary
Churn Report
Transaction Ledger
Performance
Settings
Company Information
Invoice Settings
GST Configuration
Payment Instructions
Add bank/UPI details to show on invoices. Select which ones to include when creating each invoice.
Data Migration
Import clients and subscriptions from your old localStorage-based tracker.
Open Import ToolPay bills
Utilities, EMIs, card statements, and anything due soon
| Due | Bill | Category | Owner | Amount |
|---|
Debts & capital
Money you owe, savings you put in, and what is left