Every feature in Paybot
Paybot is GST billing software for Indian businesses that runs the whole sales cycle in one system: quotations, invoices and touch POS bills, GST returns and e-Invoices, payments and reminders, stock across branches, accounts and reports. This page lists everything it does, grouped the way our brochure is.
Billing & Invoicing
Corporate GST invoices for business customers and fast POS bills for walk-in customers, from the same product list and the same numbering.
B2B invoicing
- Corporate invoice generation
- Customer GSTIN & PAN
- Billing, shipping and dispatch addresses
- Configurable TDS calculation
- Terms & payment instructions
B2C / POS billing
- High-speed checkout for walk-in sales
- Quick walk-in customer creation
- Automatic cash tendered and change due
- Barcode scanning and variant billing
- Base products and package variants
Printing
A4 standard for detailed business invoices and 80 mm thermal for compact POS receipts.
Quotations to invoice
Quotations, proforma invoices, sales orders and delivery challans, each converted to an invoice in one click.
Document customisation
Bank details, terms & conditions, a subject line and a digital signature on every document.
GST & Tax Management
An automated Indian GST engine. Paybot works out the tax from the seller's and buyer's state, so every invoice carries the right split. Accurate taxes, compliant business.
Intra-state sales
Tax within the state is split into CGST + SGST automatically.
Inter-state sales
Supplies to another state are charged IGST.
Place of supply
Records the place-of-supply state and state code, and the origin / dispatch state and state code.
HSN code mapping
Tax is mapped per line item: HSN code, taxable value, tax percentage and tax amount.
TDS management
TDS percentage and amount on the invoice, with automated TDS calculation.
GST reporting
- GSTR-1: B2B, B2CL and B2CS breakdowns
- GSTR-3B: output tax and Input Tax Credit from expenses and purchases
- HSN summary: line items grouped by HSN
Recurring Billing & Payments
Automate. Bill. Get paid. Recurring invoices and subscription billing for businesses with regular customer payments.
Flexible subscription profiles
Monthly, quarterly, half-yearly and yearly schedules. Each profile has a start date, end date, next run date, a line-item template and billing period information.
Automated billing
A background process checks for due recurring invoices and creates drafts. It catches up on missed periods and recalculates the next run when a schedule is edited.
Razorpay payment links
Payment links are generated and attached to recurring and standard invoice messages.
Draft to invoice on payment
Once payment is confirmed, through the customer return page or background polling, the draft becomes a formal invoice and the payment is recorded.
Duplicate-payment protection
Controlled processing prevents duplicate payment entries when several confirmation events arrive for one payment.
Payment modes
Record payments by cash, UPI, card, NetBanking and Razorpay.
Inventory & Customers
Stock that follows every sale and purchase, and one place for everything about each customer.
Inventory management
Multi-branch stock
Manage stock by product, variant and branch.
Stock tracking
Every movement recorded: sales, purchases, adjustments and reversals.
Stock valuation
Real-time weighted-average cost valuation.
Purchases
Goods received notes, suppliers, GST tracking and cost updates.
Stock control
Opening stock, stock adjustments and low-stock warnings.
Customer management
Customer directory
Contact details, GSTIN, PAN, contact persons and state codes.
Customer hub
One screen per customer with invoices, recurring profiles, payments, email logs and balances.
Enquiries & follow-ups (CRM)
Capture enquiries with categories, subcategories and status, schedule follow-ups and keep the business email history.
Loyalty, Reports & Analytics
Customers earn points on invoice spending and redeem them as discounts. Owners see sales, GST and receivables in structured reports.
Customer loyalty
Loyalty rules
Spend amount per point, redemption value, minimum redemption threshold and maximum redemption percentage.
Special offers
Point multipliers and flat bonus points, with minimum invoice-value conditions.
Points ledger
An audit trail of points earned and redeemed by each customer.
Reports & analytics
Sales
Invoice counts, sales, tax, collections and payment modes.
Product
Product revenue and product-group analysis.
Customer
Ledger statements and receivable ageing.
GST
GSTR-1, GSTR-3B and HSN summary.
Exports
Excel and CSV exports, GSTR-1 JSON, Tally export and print-optimised reports.
Security & Administration
Decide who can see, change and approve what, and keep a record of every sign-in.
Role-based access
Control permissions per module with View, Write, Delete and Approve.
User & branch management
Assign users to specific companies and branches with controlled access.
Two-factor login
Optional 6-digit email OTP authentication.
Security audit
Every login attempt tracked with IP address, user agent, timestamp and outcome.
Product & service masters
Products, services, package variants, barcodes, reorder levels and product groups.
Expense management
Track expenses with tax rates and Input Tax Credit eligibility.
Reminders & calendar
Reminders, enquiry follow-ups and company holidays on an interactive calendar with notification alerts.
GST & e-Invoicing
Generate e-Invoices and e-Way Bills straight from the invoice screen, and keep returns and reconciliation inside the same system.
e-Invoicing (IRN)
- IRN and acknowledgement number
- Signed QR code on the printed invoice
- IRN cancellation
- B2B, SEZ and export invoices and credit notes
e-Way Bill
Transport details, Part-B updates, extension, cancellation and bulk JSON.
GSTIN validation
Check-digit validation of GSTIN and PAN, with online taxpayer lookup.
GST returns
- GSTR-1 JSON & Excel
- GSTR-3B summary
- Purchase register
- Filed-period tracking
GST masters
GST rate master, HSN / SAC codes, cess, supply and tax types, reverse charge (RCM), composition and bill of supply.
GSTR-2B reconciliation
Match supplier bills with GSTR-2B / IMS before claiming Input Tax Credit.
TDS & MSME
TDS receivable and payable registers, challans and Form 26Q data, plus MSME / Udyam supplier tracking.
Sales & Purchases
One-click conversion across the whole sales and purchase cycle, with returns, numbering and credit control built in.
Orders to invoice
- Quotation → sales order → invoice
- Purchase order → goods received
- Delivery challans
- Proforma invoices
Credit notes
Sales returns with automatic stock reversal and a GST-compliant adjustment.
Debit notes
Purchase returns against supplier bills, updating stock and payables.
Number series
Prefix and format, financial-year reset, branch-wise series and auto numbering.
Pricing & totals
Tax-inclusive pricing, automatic round-off, bill discounts, ship-to addresses, UQC units and custom line descriptions.
Credit control
Due dates, credit days and credit limits, with warnings at billing.
Export & multi-currency
Export and SEZ invoices in USD, EUR, GBP and AED, a foreign receivables report and exchange gain / loss.
Get Paid Faster
Make every invoice easy to pay, remind customers on time and keep track of every receipt and cheque.
Pay instantly
Every invoice can carry a UPI scan-to-pay QR code, a Razorpay pay-online link, bank details and payment instructions.
Receipts & advances
Record advances and allocate receipts or credit notes across invoices.
Automated reminders
Scheduled payment reminders and statements for overdue customers.
Share documents
Send by email with the PDF, WhatsApp or SMS, or print and download.
WhatsApp Business API
Automated invoice and receipt delivery, payment reminders, approved templates, delivery status, opt-out handling and OTP messages.
Customer portal
Customers sign in to view invoices, download PDFs, check balances and accept quotes.
Cheque register
Received and issued cheques from deposit to clearance, including bounces and bounce charges.
Accounts & Banking
Manage every account in one place, from the daily cash book to the year-end close.
Cash & bank
Cash book and bank book, contra entries, other income and opening balances.
Supplier payments
Supplier ledger, bill-wise payments and payables ageing.
Bank reconciliation
Import bank statements and match them with recorded transactions.
Financial reports
Day book, profit & loss, profit reports and the daily sales report.
Year-end & data
- Financial-year close & lock
- Backup & restore
- Tally export
- Excel import & export
- Deleted-documents report
- Opening stock import
Audit trail
Every create, edit and delete is logged with the user and time.
Document locking
Paid invoices and closed books are locked. Changing them needs Approve permission.
Advanced Inventory
Batches, serial numbers, branch transfers and manufacturing for businesses whose stock needs more than a quantity.
Batch & expiry
Batch-wise stock for pharma, FMCG and food: batch numbers, expiry dates and MRP, FEFO batch selection and a near-expiry report.
Serial numbers
Serial / IMEI tracking from purchase through sale, return and transfer.
Stock transfers
Move stock between branches, keeping costs in step.
Barcode & count
Barcode label printing, physical stock count, secondary units and low-stock alerts.
Manufacturing (BOM)
Bill of materials, production orders, disassembly, job work, a production report and component stock deduction.
Price lists & schemes
Price lists, party rates, minimum price, schemes, free quantity and coupons.
Product images & catalog
Add product photos and share a public online catalog link with your customers.
Platform & Integrations
Connect Paybot to your other systems, bill from any device and keep your data where you want it.
REST API & webhooks
Scoped API keys for customers, products, invoices, payments and stock, plus event webhooks.
Offline POS (PWA)
Install on any device and keep billing even when the internet drops.
Excel import & export
Bulk-import customers, suppliers, products, opening stock and balances.
Print templates
Multiple invoice layouts, regional languages, A4 and 80 mm thermal, your logo and signature.
Attachments
Upload expense bills, purchase bill scans and invoice documents.
Android app
Paybot on Android with saved login, downloads, printing and file uploads.
Your data, your server
One secure database per company, on our cloud or self-hosted on your own servers.
Touch POS
A finger-first billing screen built for bakeries, sweet shops, cafés and retail counters.
Finger-first billing
- Product grid with photos & categories
- Big buttons, no keyboard needed
- Android tablets & Windows touch screens
- Barcode scanner ready
One-tap payment
Cash, UPI and card tiles with quick-tender buttons and split payments.
Hold & resume bills
Park a bill while the next customer pays, then resume it at any counter.
Sold by weight
Enter weight in g or kg, an amount in ₹, scan scale barcodes or bill loose quantities.
Speed features
- Favourites tab and top sellers first
- UPI QR on screen
- Auto-print receipt
- WhatsApp the bill
- Works offline
Cashier role
Cashiers land straight on the POS screen after login, with no admin menus.
Same invoices, same reports
Every POS bill is a regular GST invoice, with stock, loyalty points and the audit trail updated.
See these features with your own data
We set up a demo with your products, GST rates and invoice layout. Message us on WhatsApp or call +91 80755 95200.