SaathiX Invoice

SaathiX invoice — make it, share it, get paid for it

Professional invoice templates, instant PDF download, short shareable invoice links and UPI payments — all connected to your ledgers so nothing stays unpaid quietly.

  • Multiple GST and non-GST invoice templates
  • PDF download that matches the on-screen preview
  • Short public invoice links for WhatsApp sharing
  • UPI QR and payment details on every shared invoice
  • Automatic invoice numbering, copies and duplicates
  • Outstanding, partial and paid status tracking

Templates that look like your brand

Add your logo, signature, terms and bank details once and every invoice carries them.

  • GST and non-GST layouts
  • Thermal and A4 print
  • Original / duplicate copies

Sharing that customers actually open

A short link opens a clean invoice page with your shop name and contact details — no app, no login.

  • Short branded invoice URLs
  • Natural WhatsApp message
  • Print and download from the link

Payment built into the invoice

Dynamic UPI QR with the exact amount, plus receipts once the payment is recorded.

  • UPI QR with amount
  • Payment receipt PDF
  • Auto ledger update

Follow-ups without the awkwardness

See who owes what and send a polite reminder with the same invoice link attached.

  • Due list by customer
  • Reminder messages
  • Payment history

Frequently asked questions

How do I create an invoice in SaathiX?

Open billing, choose the customer, add items and save. The invoice is numbered automatically and is ready to print, download as PDF or share as a link.

Can I share a SaathiX invoice link?

Yes. Every invoice gets a short public link like saathixerp.com/invoice/your-shop/code that customers can open without logging in.

Does the invoice PDF match the preview?

Yes. The downloaded PDF renders exactly like the template preview you selected.

Can customers pay from the invoice?

Yes. The shared invoice shows a UPI QR and payment details along with your shop contact information.

Are there invoice templates?

Yes. Multiple GST and non-GST invoice templates are available with your logo, signature and terms.

Can I track unpaid invoices?

Yes. Outstanding invoices, partial payments and customer dues are tracked in the transactions and ledger screens.