Billing & GST

Quotation to GST return, without a second software.

The same app that dials your leads makes the quotation, the tax invoice and the monthly GST figures. No re-typing into a separate billing tool.

  1. 01Quotation

    Items, HSN/SAC, discounts and GST. CGST + SGST or IGST is picked from the customer's state or GSTIN.

  2. 02Proforma invoice

    One click from the accepted quotation. Take an advance against it.

  3. 03Tax invoice

    Numbered from your GST series (INV/26-27/001) when you issue it, then locked.

  4. 04Payment

    Record UPI, bank, cash or cheque receipts. Advances move across from the proforma.

Sales dashboard

Know what was quoted, won and collected

Quotations sent today, this week and this month. Win rate, open quotations, invoices issued, payments received and money outstanding — by day, week or month.

Follow-up lists built inQuotations waiting for a reply, expiring this week and overdue invoices
  • Today / this week / this month / quarter / financial year
  • Charts of quotations sent vs accepted
  • Quoted, invoiced and received in rupees
  • GST collected: CGST, SGST and IGST
  • Top customers by invoiced value
  • Balance due and overdue invoices at a glance
Quotes & invoices dashboard: sent, accepted, invoiced, received and outstanding
Your design

Invoices that look like your brand — with a UPI QR

Pick Classic, Modern or Minimal, choose your colour and font, add your logo, signature and company stamp. Proforma and tax invoices can carry a "scan to pay" UPI QR with the balance already filled in.

Live previewSee every change before you save it
  • Three layouts, any brand colour
  • Logo left, centre or right; small to large
  • Show or hide HSN, unit, discount and tax summary
  • Bank details, declaration and footer line
  • Signature and company stamp images
  • A4 or Letter; PDFs update automatically when you change the design
Invoice design editor with live A4 preview and UPI QR
GST returns

Your GSTR-1 and GSTR-3B figures, every month

Built from the tax invoices you issued and the purchase bills you uploaded. Download the Excel file in the GST Offline Tool layout or the GSTR-1 JSON for the portal.

How to file with it

B2B (Table 4A)

Invoices to registered customers, rate-wise, with place of supply and reverse charge.

B2C Large (Table 5)

Inter-state invoices above ₹1 lakh to unregistered customers.

B2C Small (Table 7)

All other B2C sales, summarised by state and rate.

Nil rated (Table 8)

0% supplies, split inter / intra-state and registered / unregistered.

HSN summary (Table 12)

Separate B2B and B2C lists with the correct UQC unit codes.

Documents issued (Table 13)

Invoice number range, total and cancelled invoices.

GSTR-3B working

Outward supplies, inter-state B2C by state, eligible ITC and the tax to pay in cash.

Check before filing

Warnings for invalid GSTINs, missing HSN codes, wrong IGST / CGST and unissued drafts.

GST returns for the month: invoices issued, GST, input tax credit, tax to pay and B2B table
Tax invoices with balance due and payment status
Tax invoices with balance due and overdue status
An issued tax invoice, locked under GST, with payments received
Issued invoices are locked — payments and balance tracked
Purchases & ITC

Every supplier bill in one place — and its GST credit

Snap a photo or attach the PDF of each purchase bill, or import your GSTR-2B Excel from the GST portal. DialDesk adds up your input tax credit and sets it off in the order the GST law sets: IGST first, then CGST and SGST.

GST to pay, worked outOutput tax − ITC = cash payable, with credit carried forward
  • Upload bills: PDF, photo or scan
  • Supplier GSTIN decides IGST or CGST + SGST
  • Import GSTR-2B or any Excel register; duplicates skipped
  • ITC eligible / ineligible and reverse charge
  • Unpaid bills and bills missing a file flagged
  • Purchase register in the monthly Excel
Purchase bills with GSTIN, ITC and payment status

GST figures are prepared from the documents you enter in DialDesk CRM. Check them with your accountant and match ITC with GSTR-2B before filing. Filing on the GST portal is done by you or your accountant.

Make your next invoice in DialDesk

Every billing and GST feature is included in the 7-day free trial.

Get the free trial See pricing
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