Dharvexa Bill Book Dashboard

Customer Details

Quick customer search

Customer Name Phone GSTIN Bill Date Due Date Address

Add Item

Product Search HSN Qty Price

Item	HSN	Qty	Price	Total

Quotation Details

Create a professional quotation before the client confirms the order. It can be printed as a sample or converted into a bill later.

Customer Name Phone GSTIN Quotation Date Valid Until Address

Add Quotation Item

Item HSN Qty Price

Item	HSN	Qty	Price	Total

Saved Quotations

Click print or convert after client approval

Quotation No	Customer	Date	Valid Until	Status	Total	Prints	Action

Inventory Manager

Item HSN Stock Price GST

Item	HSN	Stock	Price	GST	Status

E-Way Billing

Premium workflow

Create E-Way bill drafts from billing data and keep transporter, vehicle, dispatch, and delivery details ready for final compliance processing.

Bill / Invoice Ref Supply Type Transporter Vehicle No Draft Date

Dispatch From Delivery To Distance (KM)

Select a saved bill number and Dharvexa Bill Book will fill delivery details automatically.

Bill Ref	Customer	GSTIN	Bill Date	Supply Type	Transporter	Vehicle No	Distance	Status

Reports

Total Sales0.00

Received0.00

Balance Due0.00

Paid Bills0

Sales

Received

Due

Bill No	Customer	Date	Due	Status	Total	Balance	Reprints

Selected Bill Reprint

Select a saved bill to reprint

Print Count Last Printed Due Date

Payment Follow-up

Select an unpaid or partial bill to confirm payment

Current Status Due Condition Received So Far Balance Due Receive Now Payment Mode Follow-up Note

Payment History

Each received payment will be tracked here

Date	Amount	Mode	Balance After	Status	Note

Company Settings

Used on invoice print, PDF, and business profile

Clients can update company address, GSTIN, contact details, bank details, UPI, and invoice terms here. Saved details are used in invoice headers and print layouts.

Company Name GSTIN Phone Email Company Address Website UPI ID Bank Name Account Number IFSC Code Invoice Prefix Currency Symbol Terms and Conditions

Invoice Settings

Paper, theme, receipt options, and print branding

Paper Size Invoice Theme Font Size Logo Position Digital Signature Text Watermark Text

Users & Roles

Owner can create and deactivate staff users

Staff Name Email / Login ID Phone Role Temporary Password

Name	Login	Phone	Role	Status	Action

Super Admin Customers

0 accounts

Manage software plans, renewals, and payment records for client accounts.

Total Accounts0

Active0

Pending0

Expired0

Active Value0.00

Plan and Renewal Setup

Select a user or create a client subscription

Login ID Full Name Company Plan Status Billing Cycle Amount Invoice Format Renewal Date Payment Mode Reference No Notes

Client Subscription Accounts

Click a row to load plan details

Login ID	Full Name	Company	Plan	Format	Status	Cycle	Amount	Renewal	Updated

Recent Payment Requests

Client links and proof submissions

Login ID	Plan	Amount	Provider	Status	Payer	Updated

Recent Subscription Payments

Latest software receipts and activations

Login ID	Plan	Amount	Mode	Reference	Paid On	Status

Demo Leads

0 requests

Website demo requests will appear here for admin follow-up.

Total Leads0

New0

Contacted0

Demo Scheduled0

Closed Won0

Name	Company	Phone	Email	Interest	Created On	Status

Lead Follow-Up

Select a lead

Status Assigned To Notes

Notification Outbox

Email templates for new lead alerts

Destination	Subject	State	Created On

Sales Activity Log

Recent lead actions

Action	Details	Actor	Created On

Cloud Admin

0 companies

Track every client company workspace, daily backup, and important data activity from this private owner screen.

Companies0

Total Bills0