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Sales documents
Prepare invoices, quotations, proforma invoices, and delivery challans in a connected document workflow.
PRODUCT 01 / TECHABANCA
Your business records.
A clearer way forward.
Create sales documents, manage purchase orders, record everyday expenses, and explore reports in one practical workspace. Techabanca Billing brings the records behind your daily business activity closer together.
A WORKING VIEW OF YOUR BUSINESS
See the work. See the bigger picture.
Sales, collections, receivables, expenses, purchase orders and recent activity come together on the Techabanca Billing dashboard, helping you move from individual records to a broader view of everyday business activity.
01 / INSIDE BILLING
One workspace. A clearer way to work.
Move from customer information to finished document with less back and forth.
DOCUMENT SETUP
Start with the right details.
Bring customer and product information into a sales document. Add line items, terms, shipping information, and charges in one place.
TECHABANCA / BILLING● ● ●
T.
01 / PREPARE
DOCUMENT SETUP
01Customer & product details↗
02Line items & charges↗
03Payment terms↗
02 / CAPABILITIES
The essentials, connected.
Explore the tools that bring sales documents, purchases, expense records, and business reporting into one workspace.
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GST-aware calculations
Review applicable tax calculations and itemized totals while preparing your sales documents.
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Customer and product records
Keep customer details and reusable product information close at hand when preparing documents.
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Purchase orders
Create and manage purchase orders alongside your other business records.
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Expense tracking
Record everyday expenses with dates, amounts, categories, payment methods, and supporting details.
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Receipt attachments
Attach receipt files to individual expense records so supporting documents stay connected to their entries.
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Recurring expenses
Configure recurring-expense rules and review upcoming projected costs separately from recorded expenses.
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Reports and dashboard
Explore expense summaries, category breakdowns, charts, and date-filtered business views.
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Document lifecycle
Move sales documents from draft to issuance with controlled numbering and downloadable PDF output.
03 / BEYOND THE INVOICE
More of your daily work. One clearer view.
An invoice is one part of running a business. Techabanca Billing also gives you dedicated places to manage purchase orders, record expenses, and review business activity.
PURCHASE ORDERS
Keep purchasing records within reach.
Prepare and manage purchase orders alongside your other business records. Find the information you need without treating purchasing as an unrelated workflow.
04 / EXPENSE MANAGEMENT ? NOW AVAILABLE
Every expense has a place.
Everyday costs deserve more than a scattered collection of notes and receipts. Record expenses, organize them into categories, and keep supporting files connected to the right entries.
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Record the essentials
Add an expense with its date, amount, category, payment method, and relevant details.
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Keep receipts connected
Attach a receipt file to an expense record so the supporting document stays close to the entry.
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Organize repeating costs
Set up recurring-expense rules for costs that follow a regular schedule.
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Review the bigger picture
Explore expenses by date and category, with recorded and projected amounts shown separately.
AN IMPORTANT DISTINCTION
Recorded expenses show entries already created in Billing. Projected expenses show upcoming occurrences from active recurring-expense rules. A projection is not a payment.
05 / BUSINESS VISIBILITY
See what your records are telling you.
Explore expense summaries, category breakdowns, and charts using date filters. View recorded expenses alongside separately identified upcoming recurring costs, and use the dashboard to see expenses in the context of your business activity.
Explore Techabanca Billing