Monthly Billing, Invoices & WhatsApp Sharing
Comprehensive guide to generating monthly bills, filtering paid/unpaid/partial bills, recording advance deposits, downloading PDF invoices, and 1-click WhatsApp bill sharing.
PaniHisab automatically compiles your daily jar deliveries into itemized monthly statements. Send branded PDF invoices with instant UPI QR payment links directly to customer WhatsApp numbers in 1 click.
1. Month & Year Selection (Previous Month Bills)
You can view current bills or access complete historical billing statements for any past month or year:
- Open Billing Screen: Tap Billing from the main menu.
- Select Month & Year: Use the month dropdown (January – December) and year selector (e.g. 2025, 2026) at the top of the billing dashboard.
- Instant Historical Ledger: PaniHisab instantly loads that month's complete customer bills, total jars delivered, payments received, and pending balances.
2. Filtering Bill Status (Paid, Unpaid, Partial & Advance)
Easily filter customer bills to manage collection priority and track pending udhaari:
- Paid Bills: Displays customers who have 100% cleared their monthly invoice statement.
- Unpaid Bills: Displays customers with 0% payment made. Use this filter to send quick WhatsApp payment reminder messages to pending accounts.
- Partial Bills: Displays customers who paid part of their monthly bill (e.g. ₹500 paid out of ₹1,200) with remaining balance pending.
- Advance Payment Deposit: Allows logging pre-paid deposit amounts from customers (e.g. ₹1,000 paid in advance for future jar deliveries).
3. 1-Click WhatsApp Invoice Sharing
Send professional WhatsApp bill statements to customers without manual paper work:
- Locate Customer Bill: Find the customer on your billing list.
- Click Green WhatsApp Icon: Tap the green WhatsApp Share button next to the customer's name.
- Instant Pre-formatted WhatsApp Message: PaniHisab opens WhatsApp with a pre-written message containing total jars delivered, bill amount, due date, and a direct web link to view their itemized PDF statement with a GPay/PhonePe UPI QR code.
- Send Message: Tap send on WhatsApp. Your customer receives their bill in 2 seconds!
4. PDF Bill Download & Thermal Paper Printing
For offline customers or physical paper recordkeeping:
- View & Download PDF Bill: Click View Bill to open the full invoice modal. Click Download PDF to save a clean PDF bill to your phone or computer.
- Print Thermal Paper Receipts: Tap Print Receipt to print a compact physical receipt on Bluetooth thermal printers or desktop printers for walk-in customers.
5. Recording Payments & Issuing Receipts
When a customer pays cash or online UPI transfer:
- Click Record Payment: Tap the Collect Payment button on the customer's bill card.
- Enter Amount Received: Enter full or partial payment amount (e.g., ₹800).
- Select Payment Method: Select Cash or UPI (GPay / PhonePe / Paytm).
- Confirm & Issue Receipt: Tap Save Payment. The customer's bill balance updates immediately and a payment receipt is generated.
Billing Features Summary
Quick reference guide for billing dashboard features:
| Feature | Description | Best Used For |
|---|---|---|
| Previous Month Selector | Select any past month/year | Viewing historical bills & old udhaari ledgers |
| Status Filters | Filter by Paid, Unpaid, or Partial | Prioritizing pending payment collection |
| 1-Click WhatsApp Share | Sends PDF invoice statement link | Instant paperless billing & WhatsApp reminders |
| PDF Download & Print | Download PDF or print thermal receipts | Physical paper bills for offline customers |
| Advance Deposit Modal | Log prepaid customer funds | Pre-paid regular water supply contracts |
Frequently Asked Questions
How are monthly bills calculated in PaniHisab?
Monthly Bill = (Total Jars Delivered × Per-Jar Rate) + Previous Month Dues (Udhaari) - Payments & Advances Received. Everything is calculated automatically!
Does the customer need to install the PaniHisab app to open WhatsApp bills?
No! Customers open their web PDF invoice statement directly in any mobile browser by tapping the WhatsApp link. They can view daily delivery dates and scan your GPay/PhonePe UPI QR code instantly.
Can I send payment reminder WhatsApp messages to unpaid customers only?
Yes! Simply select the 'Unpaid' filter on your billing dashboard to view all pending accounts, then tap the WhatsApp icon next to each customer to send reminders in seconds.
Next Step Guide
Learn how to create logins and assign routes to delivery boys.