Monthly Billing, Invoices & Advance Ledger
Comprehensive guide to generating bulk monthly bills, automated advance payment deductions, downloading itemized PDF invoices, and 1-click WhatsApp bill sharing with UPI QR codes.
PaniHisab compiles your daily jar deliveries into professional monthly statements. It automatically deducts customer advance security deposits, shows remaining udhaari, and lets you send branded PDF bills with GPay/PhonePe UPI QR payment codes directly on WhatsApp with 1 click.
1. Month Selection & Bulk Bill Generation
You can generate bills for the current month or access complete historical billing statements for any past month or year:
- Open Billing Screen: Tap Billing from the main navigation menu.
- Select Month & Year: Use the month dropdown (e.g. August 2026) at the top of the billing dashboard.
- 1-Click Bulk Generation: Tap the ⚡ Generate All Bills button. PaniHisab aggregates all daily jar drops, custom pricing, and returns across all 500+ active customers in under 3 seconds!
2. Automated Advance Amount (Customer Credit) Deduction
Automated Ledger ⚡Many residential and corporate customers pay a security deposit or 1-month advance fee when joining. PaniHisab handles this without manual math:
Advance Recorded
Logged at customer creation or in Customer Credit ledger (e.g. ₹1,000 paid advance via UPI).
Auto Deduction
When generating monthly bills, available advance is applied automatically against jar delivery charges.
Net Bill Issued
The invoice clearly displays: Total Delivery − Advance Deducted = Net Payable Amount.
3. Filtering Bill Status (Paid, Unpaid, Partial & Advance)
Quickly filter your billing dashboard to prioritize collection and follow-ups:
- Paid Bills: Customers who have fully cleared their monthly balance (₹0 pending).
- Unpaid Bills: Customers with 0% payment received. Use this filter to send batch WhatsApp payment reminders in one click.
- Partial Bills: Customers who made partial payment (e.g. ₹400 paid out of ₹900) showing exact remaining udhaari balance.
- Advance Balance: Highlights customers who currently carry a positive pre-paid credit balance.
4. 1-Click WhatsApp Invoice & UPI QR Code Sharing
Send professional invoices straight to the customer's smartphone without manual paperwork:
- Locate Customer: Tap the green WhatsApp Share icon next to their bill.
- Pre-formatted Message: PaniHisab opens WhatsApp with a professional Hindi/English message containing:
- Customer Name & Delivery Month
- Total Cans Delivered & Custom Unit Price
- Advance Credit Deducted & Net Due Amount
- Direct link to itemized PDF statement with UPI QR code
- Instant Payment: When the customer taps the bill link, they can scan your Google Pay / PhonePe / Paytm QR code to pay instantly!
5. PDF Invoice Download & Bluetooth Thermal Printing
For walk-in counter customers, factories, and corporate clients requiring physical tax invoices:
- Download Itemized PDF Bill: Tap View Bill → Download PDF to save a clean GST or Non-GST invoice featuring your business branding, logo, and terms.
- Thermal Paper Receipts: Tap Print Receipt to print a 2-inch or 3-inch thermal slip via Bluetooth thermal printers or desktop POS machines.
6. Recording Spot Payments & Generating Receipts
When a customer hands over cash or pays via UPI QR:
- Tap the Collect Payment button on the customer's billing card.
- Enter the amount received (full or partial, e.g. ₹500).
- Select payment mode: Cash, UPI (GPay/PhonePe), or Bank Transfer.
- Tap Save Payment. The bill status immediately changes to Paid or Partial, and a digital receipt is issued!
Frequently Asked Questions
What happens if a customer has more advance than their monthly bill?
The bill is marked as 100% Paid (₹0 Net Due), and the remaining unused advance stays in their Customer Credit ledger to be automatically applied to next month's bill!
Can drivers collect bill payments on their mobile app?
Yes! If you grant the Payment Collection permission to your delivery driver, they can record cash or UPI collected during daily jar drops. The payment immediately reconciles against the customer's monthly ledger.
Can I configure my own Shop Logo and Bank UPI ID on the invoice?
Yes! Head to Settings → Profile & Billing to upload your business logo and enter your UPI ID (e.g. yourname@okaxis). All customer invoices will automatically render your branded UPI QR code.
Next Step Guide
Learn how to create delivery boy accounts and configure staff permissions.