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GST Billing

The invoicing and tax-compliance layer of the CRM. Create billing documents, capture GST-specific invoice data, track paid versus outstanding amounts, and generate the GST reporting views required for operational review and filing support. Billing and compliance connected in one workflow.

Two Connected Functions
Billing and GST Compliance.
One Source of Truth.

This solution combines billing control (invoices linked to leads, customers, itineraries, and bookings) with GST compliance reporting (sales registers, purchase registers, return summaries, audit checks, and export-ready GST reports).

The invoice becomes the source record, and the reporting layer reads from those live billing records to produce outward supply, inward supply, tax liability, ITC, and adjustment views. No need to prepare invoices in one place and reconstruct GST reports in another.

What Each Invoice Stores
Document number, invoice type, issue date, due date
Place of supply, currency, taxable flag, GST percentage
Subtotal, tax amount, discount, round-off, grand total
Status, notes, line-item details, payment tracking
Linked lead, customer, itinerary, and booking references
Billing Document Types
From Quotation to Credit Note.
One Workflow.

The billing flow can start at pre-confirmation quotation stage, move into formal invoicing, and handle later financial adjustments without leaving the same module.

Quotation
Proforma
Tax Invoice
Receipt Voucher
Credit Note
Debit Note
Invoice Status Flow
Draft
Issued
Partially Paid
Paid
Cancelled
GST-Specific Billing Controls
Taxable, Trackable, and
Ready for Compliance

Every invoice carries the GST-specific fields needed for both customer billing and compliance reporting. The same record serves both purposes.

Taxable Control

Mark invoices taxable or non-taxable. Distinguish taxable from non-taxable billing without maintaining separate invoice structures.

GST Rate and Place of Supply

GST percentage and place of supply state drive tax context, state-based analysis, and audit review across all reporting layers.

Line-Item Support

Invoice retains service or package breakdown behind the billed amount. Important for service-wise and HSN/SAC reporting where tax depends on what is being billed.

Balance Visibility Per Invoice

Each invoice shows paid amount and balance due alongside total. Makes the billing list useful for collection follow-up, not just document storage.

GST Reporting and Compliance
Filing-Ready Reports.
From Live Billing Data.

The same invoice records that drive customer billing also feed directly into GST compliance reports, return summaries, and audit views.

GST Overview
Dashboard
Sales
Register
Purchase
Register
GSTR-1
Summary
GSTR-3B
Summary
Credit/Debit
Note Tracking
Audit
Checks
CSV/Excel/PDF
Export
Advanced GST Analysis
Slice Tax Data by Package,
Service, State, and HSN/SAC

Go beyond invoice-level views. Understand tax impact by package, service category, geography, and classification code.

Package-Wise GST
Tax impact by booking or itinerary
Service-Wise GST
Tax grouped by service category
State-Wise GST
Tax distribution by geography
HSN/SAC Summary
Tax by classification code

The audit layer reviews invoice data and flags compliance issues automatically, including duplicate invoice numbers, missing GSTIN for B2B cases, missing place of supply, zero or negative values, missing GST rate, and due dates before issue dates.

Key Functionality
Everything the Module Includes
Invoice Linked to
Lead, Customer, Booking
Six Document Types
in One Workflow
GST Fields with
Taxable Control
Subtotal, Tax, Discount,
Round-Off, Grand Total
Payment-Linked
Status Updates
PDF Generation
and Sharing
GST Overview
Dashboard
GSTR-1 and
GSTR-3B Summaries
Package, Service,
State, HSN/SAC Analysis
Credit/Debit
Note Tracking
Automated GST
Audit Checks
CSV, Excel, and
PDF Export

See GST Billing in Action

Watch how Triplide handles invoicing, GST compliance, and tax reporting from the same billing records your team already creates.

Book a Free Demo