Sleek Bill helps consultants, agencies, CA firms, legal firms, architects, IT companies, designers, trainers and freelancers manage quotations, retainers, recurring billing, milestone invoices, GST, expenses, payments, reports, Desktop, Cloud and Android.
Quotations, milestones, retainers, recurring invoicing, project costs, deadlines and client information have to be synchronized for proper invoicing and improved cash flow.
Sleek Bill cuts down on redundant admin and allows service firms to run more efficiently and consistently.
Service firms need a system that supports both professional delivery and business control.
Contact, GST, quotation and billing information remains spread across files and applications.
Milestones or recurring services are billed late, affecting cash flow.
Travel, software, reimbursements and project costs are missed or recorded separately.
Firms struggle to understand which clients or projects generate the best return.
A structured workflow improves client experience and reduces administrative gaps.
Add client and requirement.
Send scope, price and terms.
Complete project or consultation.
Create recurring or milestone invoice.
Track receipt and balance.
Review revenue and profitability.
Centralized client information helps teams deliver better service and maintain billing accuracy.
Maintain company details, GST information, contact people, addresses, payment terms, history and outstanding amounts.
Store decision-makers, accounts and operational contacts.
Maintain multiple billing addresses and locations for service delivery.
Apply agreed credit days and conditions.
Review quotations, invoices and payment activity.
A clear invoice improves compliance, customer confidence and payment collection.
Add logo, GSTIN, address and contact information.
Select issue date, till date invoice vallid.
Store GSTIN, billing address, shipping address and payment terms.
Show product, HSN/SAC, quantity, rate, discount and GST.
Add QR code, bank details, due date and credit terms.
Include notes, terms, warranty details and signature.
Present scope, price, taxes, validity, delivery and payment terms professionally.
Create detailed quotations and convert approved documents into invoices without re-entering the same information.
Explain deliverables and exclusions clearly. Define precise project boundaries from day one to eliminate misunderstandings and prevent unbilled scope creep.
Set approval validity and service schedule. Establish firm acceptance deadlines alongside realistic delivery milestones to keep engagements moving on schedule.
Define advance, milestone or completion payments. Outline explicit payment triggers so clients understand exactly when funds are due at each project stage.
Add assumptions, responsibilities and service terms. Document essential legal caveats, client duties, and operational guidelines to safeguard your work context.
Different service arrangements require different invoice timing and payment methods.
Collect a portion before service delivery begins.
Raise invoices when defined project stages are completed.
Manage monthly, quarterly or annual retainers.
Create the final invoice after service delivery.
Maintain compliant records while presenting a polished document to clients.
Create Tax Invoices, Bill of Supply, Credit Notes and Debit Notes with customer GST details and SAC codes.
Create GST-compliant service invoices. Generate legally aligned billing documents that include required tax breakdowns and registration details.
Use for non-tax billing where applicable. Issue clean invoicing statements for exempt services or transactions where GST charges do not apply.
Maintain corrections and adjustments. Record payment adjustments, discount additions, or order changes smoothly to preserve true financial accuracy.
Review tax and sales information. Summarize period tax obligations to streamline tax filing preparation and prevent compliance errors.
Accurate expense records improve profitability analysis and reimbursement control.
Record travel, software, rent, employee reimbursements, marketing, utilities and client-related costs.
Record staff expenses linked to business work. Process team out-of-pocket expenditures quickly to ensure accurate payouts and seamless internal auditing.
Track expenses against specific client work. Attribute direct purchases to individual client engagements to calculate true job profitability.
Maintain external service and purchase records. Track supplier invoices in one place to maintain good vendor trust and prevent costly late fees.
Review category-wise spending and trends. Evaluate routine business expenditure across categories to spot waste and keep operational costs under budget.
Compare project revenue with expenses to improve pricing, resource allocation and client selection.
Use actual service costs before finalizing future quotations.
Identify which client relationships create stronger returns.
Spot rising project or operational costs early.
Use profitability insight to allocate people and time better.
Track invoice status, due dates, partial payments, advances and outstanding balances.
See what is billed, collected, overdue and due soon from one place.
Track paid, unpaid, partial and overdue invoices.Monitor payment stages in real time to maintain a clear line of sight over your firm's incoming revenue.
Record retainers and project advances. Log upfront client deposits early to secure project commitments and protect upfront operational cash flow.
Review invoices, payments and balances. Track complete client transaction histories at a glance to streamline audits and instantly answer balance inquiries.
Use due-date reports for collection planning. Target past-due accounts systematically to shorten payment cycles and minimize bad debt exposure.
Use the same core platform with workflows suited to your service model.
Quotations, retainers, GST billing, expenses and client records.
Consultation billing, retainers, client history and payment tracking.
Project billing, milestones, AMC, recurring services and hardware sales.
Retainers, campaign billing, vendor costs and profitability.
Estimates, milestone invoices, materials and project expenses.
Client contracts, placement billing and recurring service invoices.
Course billing, recurring fees, receipts and client records.
Professional quotations, service invoices and expense tracking.
Maintain a consistent document flow from proposal to payment.
For pricing, scope and approval.
For pre-billing confirmation.
Create GST-compliant service invoices. Generate legally aligned billing documents that include required tax breakdowns and registration details.
Use for non-tax billing where applicable. Issue clean invoicing statements for exempt services or transactions where GST charges do not apply.
For billing adjustments and reductions.
For additional charges and corrections.
For vendors and external services.
For advance and final collections.
Compare common service-business methods with a connected billing platform.
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Try Our Multiple solution for make your business process easier.
Create quotations, recurring and milestone invoices, track expenses, payments, GST, clients and profitability from one integrated platform.