A real statement of accounts
Date, reference, description, debit, credit and running balance — filtered by month, last month or financial year, with a period total at the foot.
Portal
Stop answering “how much is pending?”
Give a customer or vendor their own login and they can see their statement of accounts, open every invoice, check which payments you recorded and print the lot — without calling you.
ST
Sharma Trading Co.
Client & vendor portal
Current balance due
₹46,180
Pending
Total billed
₹3,84,200
Across 22 invoices
Total paid
₹3,38,020
Recorded in 17 receipts
Statement of accountsInvoices (22)
DateRefDescriptionDebitCreditBalance
18 Sep 2026
INV-2088
Tax invoice
18,420.00
—
46,180.00
14 Sep 2026
RCPT-441
Payment received — UPI
—
25,000.00
27,760.00
09 Sep 2026
INV-2061
Tax invoice
32,900.00
—
52,760.00
- Self-serviceStatement, invoices and receipts
- Auto credentialsGenerated on save, shared on WhatsApp
- Read-onlyThey can look; only you can change
What you get
Inside client & vendor portal
The detail that decides whether it survives contact with a real counter.
Every invoice, in full
Line items with HSN, quantity, rate and amount, the tax and discount breakdown, the grand total and the balance still due. Printable from their side.
Payment receipts they can verify
Every payment you recorded against their account, with date, mode, reference note and amount — so a disputed receipt is settled in seconds.
Your details, on hand
Registered address, GSTIN, contact email and phone, and their own registered profile — so remittance never goes to the wrong account.
Credentials without the admin
A username is generated when you save the party. Copy the credentials or send them over WhatsApp with the portal link already in the message, and reset the password any time.
Works for vendors too
The same portal, pointed the other way: what you owe them, against which bills, and what you have already paid.
How it goes
Giving access
- 1
Open the party
Any customer or supplier you have saved.
- 2
Turn on portal access
A username is created for them.
- 3
Send the login
WhatsApp, with the URL already written.
- 4
Stop fielding calls
They check the balance themselves.
Works closely with
Get started
Put client & vendor portal to work this week.
Start with billing and grow into the rest. Everything here is included from the first day.
- Free to start
- No card needed
- Cancel any time