Quote, invoice and get paid — from the customer record.

Billing usually happens in a different product to selling, which is why the invoice repeats data the CRM already had and the salesperson cannot tell you whether the customer has paid. AutoMyra raises the document from the record the deal is already on.

What usually goes wrong

Customer and item details are retyped into separate billing software
A quotation that is accepted is rebuilt from scratch as an invoice
GST treatment is decided per invoice, by hand, and sometimes wrongly
Nobody in sales can see what is outstanding while they are with the customer
Receivables are a spreadsheet somebody updates on Friday

One customer, one item list, and documents that follow from each other

A quotation is priced from the shared item list, sent as a PDF, and converted to an invoice when it is accepted. GST is applied by treatment and place of supply as CGST and SGST or as IGST. Payments are recorded against the invoice, so the status is derived from what has been received rather than typed in.

Invoicing & Finance in AutoMyra

Quotations — Line items, tax and totals from the shared catalogue, issued as a PDF and emailed from the platform.
Quotation → invoice — An accepted quotation becomes the invoice, without re-entering a single line.
Indian GST — GST treatment and customer GSTIN on the document, split into CGST and SGST or charged as IGST according to place of supply.
Numbering sequences — Document numbers issued from a controlled sequence, so the series is unbroken and predictable.
Payments — Full or part payments recorded against the invoice, with the status derived from the balance rather than set by hand.
Outstanding view — What is due and what is overdue, on the finance dashboard and on the customer record.
Expenses — Business spend recorded and categorised, so the revenue picture has the other side of it.
PDF & email — Documents generated as PDFs and sent from AutoMyra, with what was sent kept on the record.

Questions about Invoicing & Finance

Does AutoMyra handle Indian GST?

Yes. Invoices and quotations carry a GST treatment and the customer's GSTIN, and tax is split into CGST and SGST or charged as IGST depending on the place of supply. Totals are calculated by the platform rather than entered.

Can a quotation become an invoice?

Yes — an accepted quotation converts to an invoice with its line items intact, which is the point of them living in the same system as the deal.

Does AutoMyra send payment reminders automatically?

Not today. AutoMyra shows what is outstanding and what is overdue on the finance dashboard and on the customer record, and subscription expiry reminders are sent automatically — but automatic chasing of an overdue invoice is not something the platform does yet, so we do not claim it.

Can I record part payments?

Yes. Payments are recorded against the invoice and the status follows the balance, so a partly paid invoice reads as partly paid rather than as unpaid or settled.

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