Exatorial's Billing Extension

After setting up taxes, items, templates, and expenses, you're ready to generate bills.

Create Bills

Here's how to create a bill efficiently:

1. Locate and click the "Add New Bill" button.

2. In the new window, enter the following key details:

a. Template: Select the appropriate billing template.

b. Users: Choose the client or user to be billed.

3. Click the "Submit" button to generate the bill

A new window will be opened where you can verify and adjust the details as needed:

• Bill period: The span of time for which the billing applies.

• Billing date: The date on which the bill is generated and sent to the customer.

• Duration: The length of the billing period, typically specified in days, weeks, or months.

• Due date: The date by which the payment must be received to avoid any late fees or penalties.

• Price: The cost per unit of the product or service being billed.

• Quantity: The number of units of the product or service being billed.

• Discount: The reduction in the total price, typically expressed as a percentage or fixed amount.

Add multiple templates if required.

Generating The Bill

1. Click "Generate Your Bill"

You'll be redirected to a payment window.

2. Choose between "Pay Now" or "Pay Later"

3. If "Pay Now":

• Select payment method: Cash, Cheque, UPI, Card, or Link

• Enter bill amount

• Add comments if necessary

4. Click "Submit" to process payment

Your bill will be generated. You can download the bill if you need to.

This streamlined process allows you to create professional, accurate bills quickly.