Financial Tracking & Receipts
Track project payments in real-time, generate professional receipts for every transaction, and manage SaaS billing via Razorpay.
Real-Time
Balance Tracking
3+
Payment Modes
Auto
Receipt Generation
Razorpay
Secure Billing
What's Included
Financial Tracking & Receipts Capabilities
Payment Management
Tracks total project value, amounts received, and pending balances in real-time across all active orders and branches.
Receipt Generation
Generates and stores professional order receipts (account_order_receipts) the moment a payment is recorded, with all transaction details.
Multiple Payment Modes
Supports Cheque, NEFT, and UPI payment modes with bank-level details captured for each transaction and full history per order.
Bank Tracking
Records bank name, branch, and reference number for every payment, maintaining a complete and auditable financial trail.
Razorpay Integration
Platform-level Razorpay integration manages SaaS subscription billing and add-ons for all tenant solar companies on the platform.
Collection Health Dashboard
Finance teams get instant visibility into collection status across all branches, executives, and order portfolios in a single view.
Technologies Powering This Module
Built on a modern, scalable stack designed for enterprise-grade solar operations.
How It Works
The Workflow
Payment Recording
Finance executive records the payment amount, mode (Cheque / NEFT / UPI), date, and full bank details against the order.
Receipt Generation
Platform instantly generates a professional order receipt (account_order_receipt) with all payment and order details pre-filled.
Balance Update
Total received amount and outstanding balance are recalculated in real time and reflected across all dashboards immediately.
Subscription Billing
Razorpay handles SaaS subscription renewals and add-on purchases at the tenant company level with automated invoicing.
Collection Reporting
Finance managers review collection health by branch, executive, or time period to drive timely payment follow-ups.
Use Cases & Applications
Explore Other Platform Modules
Pre-Sales & CRM
Capture leads, assess site feasibility, and auto-generate branded solar quotations with GST calculations and discount management.
Learn moreOrder & Project Management
Convert approved quotations into tracked work orders with stage-by-stage workflows, subsidy tracking, and mobile field operations.
Learn morePost-Sales & Support
Automatically track warranty lifecycles and manage customer complaints through a dedicated ticketing system with SLA resolution tracking.
Learn moreOmnichannel Notifications
Automatically notify customers via WhatsApp and SMS at every key milestone — order stages, payment receipts, and quotation delivery.
Learn moreAnalytics & Daily Reports
PowerBI-integrated dashboards providing management with daily summaries of sales, installations, and revenue collection performance.
Learn moreReady to Implement Financial Tracking & Receipts?
Let's talk about how this module can transform your solar business operations from day one.
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