Billing & Invoicing

Get Paid Faster with Smart Automated Invoicing

Create GST-compliant invoices in 30 seconds, set up recurring retainers that bill themselves, and collect payments via UPI without a single follow-up call.

GST-compliant invoices
UPI payment links
Auto-reconciliation

₹2.3Cr

Avg collected per firm / year

98%

Invoice collection rate

Faster payment vs email invoices

40 hrs

Saved per month on billing

Features

The complete billing stack for CA firms

From quote to payment — every step of your billing workflow, automated and compliant.

GST-Compliant Tax Invoices

Generate professional invoices with GSTIN, HSN/SAC codes, CGST/SGST/IGST split, and digital signature — accepted by every corporate client's accounts team.

Recurring Retainer Billing

Set up monthly or quarterly retainer invoices that generate and send automatically. Never forget to bill a client again — even for annual filings.

Automated Payment Reminders

Friendly email and WhatsApp reminders go out at 7 days, 3 days, and on the due date. Escalate to a firm partner if overdue beyond a threshold you set.

UPI & Gateway Links

Embed a payment button in every invoice. Clients pay via UPI, net banking, or card in one tap. Payments are reconciled automatically against the invoice.

Revenue Analytics Dashboard

See outstanding, collected, and overdue amounts by client, CA, service type, or time period. Export to Excel for your monthly partner review.

Proforma & Quotations

Send proforma invoices or engagement quotes before work begins. Convert them to tax invoices with a single click once the client approves.

How it works

From setup to getting paid in 3 steps

01

Set up your service catalogue

Add your services — GST filing, ITR, company incorporation — with default prices, HSN codes, and GST rates. Bills populate automatically from here.

02

Link clients and set retainer schedules

Assign services to each client and set their billing cycle. CAGos auto-generates invoices on the first of every month — or on a custom date you choose.

03

Collect, reconcile, report

Clients receive invoices and pay via UPI or gateway. Payments auto-reconcile. You see your firm's revenue health in real time on the dashboard.

FAQ

Common questions about Billing

Are the invoices valid for GST input credit?

Can I add custom line items to an invoice?

Which payment gateways are supported?

Can clients download invoices from the client portal?

How does invoice numbering work?

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Ready to modernize your CA firm?

Join 2,500+ chartered accountants who use CAGos to automate compliance, boost revenue, and deliver a premium client experience.

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Setup in 10 minutes
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