The one system your business needs.
Billing, GST, stock, purchase and sales in one open source system. One price per company, every app included, AI on your own key.
- Every app included, one price per company
- GSTR-1/3B, e-invoicing and e-way bills built in
- AI on your own key, or on your own servers
A person on our team replies. The reply time is on your quote.
Credit and Bulk Order Invoicing for Retail Stores
Retail invoicing away from the cash counter means credit and bulk orders: uniforms for a school, Diwali hampers for an office, a regular customer's running account. These bills are usually written in a bill book or made in Excel by the owner at night. The advance taken on a bulk order is noted on a slip. Balances are remembered, then chased on WhatsApp when someone has time. By the time the CA asks for the debtor list, half the slips are missing.
Industry Solution
Retail
Feature
Invoicing
Why Retail teams run Invoicing in OneYukti
With the Invoicing app in OneYukti, a bulk enquiry starts as an estimate. Once the customer confirms, the estimate converts to an invoice with one click, numbered automatically and laid out on the store's own template. Discounts and payment terms are set on the invoice itself. Say a firm orders gift hampers worth ₹60,000 and hands over ₹20,000 up front: the advance is recorded as a part payment against that invoice, and the balance stays visible until it is cleared.
Each invoice can be emailed with a payment link, so the customer settles by card, bank transfer or digital wallet without visiting the shop. A confirmation email goes out when the money arrives. For balances that linger, reminder emails follow a schedule the owner chooses, and overdue notifications are sent after the due date. Goods that come back are handled with a credit note against the invoice, so the customer's account shows the reduced amount.
The owner sees every credit customer's balance in one ageing report, with payment history behind each name. That is enough to decide who gets credit on the next order and who should pay in advance. Revenue reports show what has been billed over any period, separately from what is still to be collected. Because invoices post to the general ledger in Yukti, the CA receives the same figures the store works from.
Retail challenges that Invoicing solves
Common problems in retail operations that Invoicing in Yukti addresses
Challenge 1
Credit and bulk orders are billed from a bill book or Excel, separate from counter sales and easy to lose track of
Challenge 2
Advances on large orders are noted on slips, so the balance due depends on what the owner remembers
Challenge 3
Following up with credit customers happens on WhatsApp whenever someone finds time, and old balances quietly pile up
How Invoicing in Yukti helps Retail
What retail organizations using Yukti get from the app
Benefit 1
Estimates convert to numbered invoices on the store's template in one click once the customer confirms a bulk order
Benefit 2
Part payments recorded against each invoice keep the advance and the remaining balance visible until the order is settled
Benefit 3
Payment links and scheduled reminder emails let credit customers clear dues online without a visit to the shop