What each consultants screen in Finocket is for, part by part. Each part opens only where it is switched on for your workspace.
Each part below opens only where it is switched on for your workspace. Ask your administrator if one is missing.
consultants: how the screens work
Each part opens only where it is switched on for your workspace. Ask your administrator to switch it on.
Document templates and the look of your invoices
Choose one of fifteen templates from a live preview (bill of material, retail bill, services, jewellery, pharmacy, works contract, export, quotation and more), then tune colours, columns, words, a cover page and a signature. Terms and notes are rich text.
Share an invoice, estimate or receipt on WhatsApp
Send a document from your own WhatsApp with a private link that expires and that you can switch off. Nothing is sent for you and no provider is involved.
Clients, projects and invoices
Add clients with GSTIN + state auto-fill. Send invoices (tax invoice, bill of supply, export invoice, receipt or credit note), start from an estimate, or split an invoice into a deposit + milestone schedule.
