From won lead to GST invoice without re-typing a thing.
When a telecaller closes a deal, someone usually types the customer into billing software, builds a quote in Word and keys the invoice into Tally. Sales & Billing carries the customer from the CRM through quotation, order and invoice, with GST worked out for you.
Everything in Sales & Billing.
Customers & products
- Customers created from won leads, with GSTIN and billing address
- Product and service catalogue with HSN/SAC codes and GST rates
- Stock adjusts when invoices are issued, for products you track
Quotation → order → invoice
- Quotations converted into sales orders in one click
- Orders converted into invoices without re-entering anything
- Draft invoices can be edited; issued invoices are locked
- Cancel an issued invoice with a reason, keeping the record
GST done right
- CGST + SGST for intra-state supply, IGST for inter-state
- Worked out from HSN/SAC codes and place of supply
- Only valid GST slabs accepted
- Amounts rounded the way Indian tax expects
Numbering
- Locked, gap-free document numbering
- Separate series for quotations, orders and invoices
- Draft numbers never consume a real invoice number
Payments & receivables
- Record full or part payments against invoices
- Reverse a payment entered by mistake
- Receivables ageing: 0–30, 31–60, 60+ days
- See who owes what at a glance
Reports & export
- GSTR-1 style monthly GST summary
- Export issued invoices as CSV in a layout Tally's import accepts
- Only issued and paid invoices are exported, never drafts
From the CRM to done, step by step.
- 1
Lead marked won
The salesperson closes the deal in the CRM.
- 2
Quotation
Create a quote for the customer from the lead, with items from your catalogue.
- 3
Sales order
When the customer accepts, convert the quote into an order.
- 4
GST invoice
Convert the order into an invoice; GST is calculated and the number assigned on issue.
- 5
Payment & export
Record payments, track what is outstanding and export invoices to Tally.
The right access for each role.
Issues and cancels invoices, records payments and exports to Tally, without CRM admin rights.
Creates quotations for their own customers from won leads.
Sets up products, GST details, numbering and who can do what.
No copying between tools.
Leads marked won feed the incentive engine, and the amount lands on the agent's payslip that month.
A won lead turns into a quotation, order and GST invoice without re-entering the customer.
Integrations used with Sales & Billing.
Sales & Billing questions.
Does DialSathi calculate GST automatically?
Yes. GST is calculated on the server from each item's HSN/SAC code and rate and the place of supply: CGST and SGST within your state, IGST across states.
Can I export invoices to Tally?
Issued and paid invoices can be exported as a CSV in a layout Tally's import templates accept, for any date range.
Can I edit an invoice after issuing it?
Issued invoices are locked so your records stay consistent. You can cancel an issued invoice with a reason and raise a new one. Drafts can be edited freely.
Does it track part payments?
Yes. Record any number of payments against an invoice; the balance and receivables ageing update automatically.
Is Sales & Billing included in the plans?
It is an add-on that works with any plan, priced for your company size. Book a demo for a quote.
Add what you need, when you need it.
HRMS & Payroll
People, attendance and payroll.
ExploreRecruitment (ATS)
Hire telecallers faster.
ExploreAI Call Insights
Every call, read for you.
ExplorePopular with: Real estate teams · B2B & IndiaMART teams
See Sales & Billing with your own data.
Book a 30-minute demo. We'll set up a workspace and walk you through the CRM and this module.