Accounts & Billing Documentation

Accounts & Billing is a finance workspace extension. Track client accounts, issue bills, record receipts, monitor outstanding balances, and export data — with custom fields, bulk import, and bilingual UI.

Main areas

• Dashboard — billing and receipt summaries with charts
• Accounts — contacts with balances, tags, and custom fields
• Bills — invoices with amounts, tax, and due dates
• Receipts — payment records with method and reference
• Import & export — bulk data from spreadsheets
• Roles & members — permissions and team access

1. 1

   Sign in

   Open Accounts & Billing and sign in via the central platform.

2. 2

   Select workspace

   Switch workspace from the profile menu if you belong to several.

3. 3

   Create an account

   Go to Accounts → New account. Add name, contact details, and tags.

4. 4

   Add bills and receipts

   Create bills from the account detail page or Bills index. Record receipts when payments arrive.

Financial overview with period selectors: day, calendar month, month, or year. Requires statistics.view.

Summary metrics

• Bills created and total amount
• Receipts recorded and total amount
• Outstanding balance and period net

Charts & activity

• Day breakdown and monthly/daily amount charts
• Calendar heat map of daily activity
• User-wise or my activity tables with drill-down
• Link to full activity log

Account list

• Search by name, email, phone, or tags
• Balance filters: outstanding, partially paid, settled, credit, no activity
• Create, edit, delete (permission-gated)

Account detail

• Balance report with bills and receipts history
• Quick actions: new bill, new receipt, download PDF
• Custom field values displayed on profile
• Toolbar: Export, Bulk import, Custom fields

Define extra data fields for accounts. Requires custom_fields.manage.

• Field types: text and number
• Required and unique flags per field
• Workspace field limit applies
• Used on account forms and list filters

• Global bills index with account and date filters
• Create from account detail or standalone form
• Fields: bill number, title, description, subtotal, tax, total, issued/due dates
• View, edit, delete from bill detail page

Permissions: bills.view, bills.create, bills.edit, bills.delete. Bulk import via bills.import.

• Global receipts index with account, date, and payment method filters
• Payment methods: cash, bank transfer, UPI, card, cheque, other
• Fields: receipt number, amount, method, received date, reference, notes
• Linked to accounts for balance tracking

Permissions: receipts.view, receipts.create, receipts.edit, receipts.delete. Bulk import via receipts.import.

Four-step wizard: Paste → Map columns → Preview → Import.

Import types

• Accounts — requires accounts.import
• Bills — requires bills.import; match accounts by name or email
• Receipts — requires receipts.import; match accounts by name or email

• Scopes: accounts only, bills only, receipts only, all data (ZIP), account activity (ZIP)
• Apply search, tag, balance, date, and payment method filters
• Live preview count before download
• CSV or ZIP output with row cap

Export is available from the Accounts page toolbar. Requires accounts.view at minimum.

• System roles: Owner (full access), Guest (view-only default)
• Custom roles with grouped permissions: Accounts, Bills, Receipts, Statistics, Activity, Roles, Members
• Assign roles to members; new users get Guest

• Profile menu: workspace, role, API/storage usage, refresh usage
• Workspace activity (activity.view) or My activity
• Audit trail for accounts, bills, receipts, roles, and members

• English and Hindi UI
• Workspace brand colors and light/dark/system appearance

Accounts & statistics

Bills & receipts