Features

Everything you need to bill, collect and keep your books

From your first quote to your GST return, Go2Invoice connects sales, purchases, payments, banking, inventory and accounting in one place.

Sales & invoicing

Every sales document an Indian business needs, connected end to end.

Quotes & estimates

Send professional quotations, track acceptance and convert them to sales orders or invoices in one click.

Sales orders & delivery challans

Confirm orders, ship goods with delivery challans and invoice exactly what was delivered.

GST tax invoices

Invoices with GSTINs, place of supply, HSN/SAC codes, CGST/SGST/IGST breakups and amount in words.

Credit notes & refunds

Issue credit notes for returns or discounts, apply them to invoices or refund the customer.

Custom invoice templates

Choose Standard, Modern, Minimal or a bordered GST Tax Invoice layout, then set your colours, fonts, fields, bank details and signature.

Share & email

Email invoices as PDF from your own business email, or share a secure link where customers can view, download and pay.

Purchases & expenses

Know what you owe and what you spend, and claim the right input tax credit.

Purchase orders & bills

Raise purchase orders, convert them to vendor bills and track due dates and balances.

Vendor credits

Record vendor credits and apply them to bills.

Expenses

Record expenses by category and payment account, mark them billable and add them to customer invoices.

Payments made

Pay vendors against one or more bills and keep payables accurate.

Payments & collections

Collect faster and always know who has paid.

Payments received

Record full or partial payments by cash, bank transfer, cheque, card or UPI and apply them to invoices.

Online payments with Razorpay

Connect your own Razorpay account; customers pay by UPI, card or netbanking from the invoice link and payments are recorded automatically.

Verified, tamper-proof recording

Every online payment is confirmed with Razorpay, checking the signature, order, amount and currency, before it is recorded, and each payment is recorded only once.

Receipts & statements

Send payment receipts and customer statements of account as PDF.

Automation

Let routine work run on its own.

Recurring invoices

Bill retainers and subscriptions daily, weekly, monthly or yearly, saved as drafts or emailed to the customer automatically.

Recurring bills & expenses

Schedule rent, subscriptions and other repeating costs.

Payment reminders

Remind customers automatically when invoices become overdue, on the days you choose.

Banking

Keep your bank and cash balances in sync with your books.

Bank, cash & card accounts

Record deposits, withdrawals and transfers between accounts.

Statement import & reconciliation

Import bank statements and match each line to your transactions to reconcile in minutes.

Items & inventory

Sell and buy products and services with accurate stock and costs.

Items & services

Save rates, units, HSN/SAC codes, tax rates and accounts once and reuse them everywhere.

Stock tracking

Stock updates automatically from invoices, bills, credit notes and vendor credits, valued at weighted-average cost.

Adjustments & valuation

Adjust stock for damage or counts and see stock movements and inventory valuation reports.

Accounting

Real double-entry accounting underneath every transaction.

Automatic double-entry

Invoices, bills, payments and expenses post to the ledger automatically.

Chart of accounts & journals

Customise your chart of accounts and record manual journals for adjustments.

Multi-currency

Invoice international customers in their currency at your exchange rate, with reports in your base currency.

60+ reports

Answers for you, your accountant and the GST portal.

Financial statements

Profit & loss (also month by month), balance sheet, cash flow, trial balance, general ledger, journal and day book.

Receivables & payables

Receivable and payable ageing, customer and vendor balances, invoice and bill details.

Sales & purchases

Sales by customer, item, salesperson and month; purchases by vendor, item and month; expense reports.

GST reports

GSTR-1 (B2B, B2CL, B2CS, credit notes, nil-rated, HSN, documents), GSTR-3B, and GST sales and purchase registers.

Export & print

Every report exports to PDF and CSV and prints just the data, ready to share.

Projects & timesheets

For agencies, consultants and professional firms.

Projects & tasks

Track projects with fixed-price or hourly billing and tasks with their own rates.

Timesheets

Log billable and non-billable time and turn unbilled hours into invoices.

Team & multiple businesses

Work together securely.

Roles & permissions

Invite users as admin, accountant, staff or viewer; each sees only what their role allows.

Multiple organizations

Run several businesses or branches from one login, each with its own books and GSTIN.

Audit trail

Every change is recorded with who made it and when.

Security & integrations

Built to protect your business data.

Passwordless sign-in

Sign in with a one-time email code or with Google. There are no passwords to steal or reuse.

Encrypted secrets

Payment gateway keys and mail server passwords are stored encrypted.

Your own email server

Send invoices and reminders from your own domain using your mail server (SMTP).

REST API

Connect your website, store, ERP or CRM with API keys, role-based access and rate limits.

See it working with your own business

Try every Professional feature free for 5 days. No credit card required.