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Features

Everything between the quote and the money in your account.

OPM Billing covers invoicing, collections, recurring revenue and GST in one calm workspace, with the controls a finance team expects.

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Invoices and quotes

Professional invoices in a minute, every time.

Pick a customer, add items from your price list and OPM Billing works out the tax. Quotes convert to invoices in one step, and credit or debit notes keep corrections clean.

  • Four invoice layouts with your logo and colour
  • HSN/SAC codes and CGST, SGST or IGST worked out for you
  • Quotes, credit notes and debit notes
  • Custom fields, notes, terms and signature

Recurring billing

Recurring revenue without the spreadsheet.

Define plans once and let OPM Billing raise invoices on every cycle. Metered plans bill the usage you record, so variable charges are as easy as fixed ones.

  • Plans with monthly, quarterly and yearly cycles
  • Usage records for metered billing
  • Recurring invoices for retainers and rent
Subscriptions with plans, billing cycles and next invoice dates

Payments

Make paying you the easiest part of their day.

Every invoice can carry a UPI QR code for the exact amount, or go out with a payment link. When money arrives, allocate it across one or many invoices, including part payments and advances.

  • UPI QR on the invoice
  • Payment links you can share anywhere
  • Allocation across invoices, with receipts
Customer paying an invoice from a phone

GST and e-invoicing

Compliance that happens as you bill.

Your GST summaries build themselves from the invoices you raise. Generate an IRN for B2B invoices through e-invoicing, create e-way bills for goods, and fix issues before you file.

  • GSTR-1 and GSTR-3B summaries
  • E-invoice IRN generation
  • E-way bills
  • HSN/SAC summary and pre-filing checks

Customers and collections

Know every customer’s balance, and follow up kindly.

Each customer has their invoices, payments, statements and conversations in one place. Reminders go out on your schedule, and a customer portal lets them see and pay what they owe.

  • Customer statements and balances
  • Reminders by email and WhatsApp
  • Customer portal with the access you choose

Controls, automation and reporting

The details finance teams ask about.

Approval rules

Send invoices, discounts or credit notes above a limit for approval. Approvers see exactly what changed.

Automations

Rules that remind customers, notify owners and flag overdue accounts.

Reports and analytics

Revenue, collections, receivables ageing and customer statements.

Expenses

Record business expenses with receipts, alongside what you bill.

Email and WhatsApp

Send invoices where your customers already are, with a record of every message.

Payment links

One link per invoice, shareable in any conversation.

Import and export

Bring customers and products in from spreadsheets, and export any list.

Price list

Products and services with prices, tax rates and HSN/SAC codes.

API and webhooks

Connect your own systems with API keys, and receive signed webhook deliveries when records change.

Credit and debit notes

Correct an invoice properly, with the tax adjusted.

Numbering

Your own prefixes and sequences for every document type.

Custom fields

Capture PO numbers, project codes or anything your customers ask for.

Reports

From the numbers to the next decision.

See what was invoiced against what was collected, which customers pay late and where revenue comes from, by month, customer and product.

Revenue analytics showing invoiced and collected amounts by month

See OPM Billing with your own invoices.

Create an account and send a real invoice, or book a walkthrough with our team.

Get startedBook a demo