Payments and invoices - Solarflow CRM

Fuzen

Published: 2026-06-09

Payments & invoices /a/payments

Record what's come in, see what's outstanding, and issue GST invoices once a project is commissioned. Everything pivots on the project's payment schedule.

Payments & Invoicing page with Total Outstanding, Collections This Month, Overdue Receivables KPIs and Outstanding tab open

The header KPIs

Total Outstanding — sum of unpaid balances across every project.
Collections This Month — total receipts logged this calendar month.
Overdue Receivables — portion of Total Outstanding whose due date has already passed.

Four tabs

Tab	What's in it
Outstanding	One row per project with active balance. Columns: Project, Total Due, Received, Balance, Status. Sort and search at the top.
Schedules	All payment milestones across every project — advance / on delivery / on commissioning. Use Edit Due Date on a row to push a milestone.
Receipt History	Chronological log of every payment recorded: project, amount, mode, reference number, who logged it.
Invoices	Generated GST invoices. Each row: invoice number (`INV-YYYY-NNNN`), project, amount, GST, balance, status (Draft / Sent / Paid).

Recording a payment

1

Open the project from Projects — or click Record Payment on the project's row in the Outstanding tab.

2

In the Record Payment card, enter Amount Received (Rs), Date Received, pick a Payment Mode (UPI / Bank Transfer / Cash / Cheque) and the optional Reference Number.

3

Click Save. The receipt appears in the project's payment schedule against the appropriate milestone, the project balance drops, and the entry surfaces under Receipt History.

Partial paymentsA receipt smaller than the milestone amount flips the milestone status to Partially Received and leaves the residual balance open. Log additional receipts as they come in.

Generating a GST invoice

Invoices auto-draft when a project's status flips to Commissioned. From Outstanding, the row's action menu changes to Invoice — click it to open the draft.

Invoice number — auto in INV-YYYY-NNNN format.
Line items — pulled from the accepted quotation.
GST breakup — CGST + SGST for intra-state, IGST for inter-state, derived from your company's GST state and the customer's address.
Total / Received to Date / Balance — reconciled live with the receipt log.

Click Print for the PDF, or Share on WhatsApp to send the link directly to the customer.

TODO: verify — whether the WhatsApp share on invoices is wired end-to-end (in the current build the equivalent on quotations relies on a manual Save-as-PDF step).

Reading the Outstanding tab

Column	Meaning
Project Name	Click to open the project detail page.
Total Due	Quote total transferred to the project.
Received	Sum of all receipts logged. Shown in green when > 0.
Balance	Total Due minus Received. Red when overdue, with "(amount Overdue)" sub-label.
Status	Mirrors the project status — In Progress / Commissioned.
Actions	Record Payment, Invoice (Commissioned only).

Payment reminders on WhatsApp

When a payment milestone passes its due date and remains in Pending status, Solarflow's Payment Overdue automation fires and notifies the Accounts user and the Project Manager. Toggle on/off and customise per-channel in Settings → Automation & Notifications.

Once the final balance is collected, the project closes. Move next to After-sales to set up an AMC contract.

Pushkar Gaikwad

Pushkar is a seasoned SaaS entrepreneur. A graduate from IIT Bombay, Pushkar has been building and scaling SaaS / micro SaaS ventures since early 2010s. When he witnessed the struggle of non-technical micro SaaS entrepreneurs first hand, he decided to build Fuzen as a nocode solution to help these micro SaaS builders.