Help & Reference
Limitations & notes
What Billing does not do, and important behavioural notes.
Behavioural notes
- Invoice field layouts are stored in your browser per business, not on the server. A different device or teammate sets their own layout. Templates (the PDF look) are stored per business.
- Issued documents are immutable. To change one, cancel (if unpaid) or clone, or raise a credit/debit note.
- Non-revenue documents (quotations, proformas, retainer invoices, delivery challans) never count toward sales, tax, or receivables.
- Custom document types never post to books, GST, e-invoice, or e-way — they are operational only.
- Reminders processing creates in-app notifications for assignees; it does not email customers by itself.
- Compliance actions (Push IRN, Generate e-Way) require the business switches to be enabled and valid NIC/GSP credentials; otherwise they return a feature-disabled response.
- UPI on public pages appears in the HTML view only for unpaid invoices — never inside the PDF or on print.
- Document numbering is meant to be stable; editing a series is an emergency-only action guarded by a confirmation.