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Payments & invoices /a/payments

Record what's come in — from the customer or their bank — see what's outstanding, and issue GST invoices. Receipts and invoices can be sent on WhatsApp in one tap.

Payments & Invoicing page with Total Outstanding, Collections This Month and Overdue Receivables KPIs and the Outstanding tab

The header KPIs

Total Outstanding — unpaid balances across every project.
Collections This Month — receipts logged this calendar month, including loan disbursements paid to you.
Overdue Receivables — the part of Total Outstanding whose due date has passed.

Four tabs

Tab	What's in it
Outstanding	One row per project: Total Due, Received, Balance (red with "(… Overdue)" when late), Status, and + Invoice. Search and sort at the top.
Schedules	Every payment milestone across all projects with amount due, amount paid, due date and status. Record Payment on each row.
Receipt History	Every payment recorded: date, project and milestone, amount, mode, reference number. Filter by status and mode.
Invoices	GST invoices numbered `INV-YYYY-NNNN` with amount, GST, balance and status, plus + New Invoice.

Recording a payment

Open the Schedules tab (or the project's Payment Schedule card) and click Record Payment on the milestone.

Enter Total Received Amount (₹) — the target due amount is shown under the box — the Payment Date, the Payment Mode (UPI / Bank Transfer / Cash / Cheque / Loan Disbursement), an optional Reference Number (UTR or cheque no.) and notes.

Click Save Payment. The project balance drops and the receipt appears in Receipt History.

Partial paymentsA receipt smaller than the milestone amount marks it Partially Received and leaves the rest open. Log further receipts as they come in.

Loan money paid to you New

When a customer's bank pays the loan straight to you, you don't need to record it here by hand. Mark the loan Disbursed to Vendor account (us) on the Loans page and click Yes, record it. A receipt with mode Loan Disbursement is added to the project and shows in Receipt History.

Receipt History tab listing a UPI advance and a Loan Disbursement receipt, each with WhatsApp and print buttons

Sending a receipt New

Each row in Receipt History has a WhatsApp button (send the customer a payment confirmation) and a print button. Edit the wording in Settings → WhatsApp Message Templates → Payment receipt message.

GST invoices

Invoices tab with New Invoice button and two invoices, each with WhatsApp, print, download and delete actions

Automatic invoice at commissioning

When a project's status is set to Commissioned, Solarflow creates its GST invoice automatically (you'll see "GST invoice INV-2026-0002 auto-generated for this project"). The invoice takes its line items from the accepted quotation, and its balance reflects the payments already received.

Invoicing in parts New

Use + New Invoice (or + Invoice on the Outstanding tab) to invoice a project for its full value or in parts, e.g. one invoice per milestone. Payments received on a project are applied to its invoices oldest first; each payment still gets its own receipt.

Invoice actions

Share on WhatsApp New — opens WhatsApp with e.g. "Hi Arun Sharma, your invoice INV-2026-0001 is ready. Balance due: Rs 164770. Thank you! View it here: <PDF link>".
Print Invoice, Download PDF, Delete Invoice.

The invoice PDF carries your company name, address and GSTIN from Settings → Company Profile, the customer's billing details, each line's rate, GST % and taxable value, and the invoice total.

Payment reminders

Automatic WhatsApp payment-overdue reminders are a Platinum feature. On the Standard plan, use Overdue Receivables and the red "Overdue" labels on the Outstanding tab to see who to chase, then use the WhatsApp buttons to message them yourself.

Once the final balance is collected, move on to After-sales to set up an AMC contract.