Billing & Invoicing – Fit+Club App

The Billing & Invoicing module in the Fit+Club app helps you manage member payments, generate invoices, apply taxes, and maintain accurate financial records with ease. This guide walks you through setting up and using the billing features step-by-step.

1. Log in to the Fit+Club app with your mobile number and OTP.

Before generating invoices, ensure your business details are correctly set:

1. Navigate to the Dashboard: Upon successful login, you will likely land on the app’s main dashboard or home screen.
2. Access the Menu:
   • Look at the bottom right corner of your screen.
   • You will see a navigation bar with several options.
   • Tap on the “Menu” option.
3. Select “Business Settings”:
   • After tapping “Menu,” a new screen will appear with various categories like “REPORTS,” “SETTINGS,” and “MANAGE.”
   • Under the “SETTINGS” section, you will find an option labeled “Business Settings.”
   • Tap on “Business Settings.”
4. Fill in the following:
   • Business Name
   • Business Phone Number
   • Address
   • Pincode
   • City
   • State
   • GSTIN
   • PAN
   • Place Of Supply

Customize your invoice layout and essential details:

1. Navigate to the Dashboard: Upon successful login, you will likely land on the app’s main dashboard or home screen.
2. Access the Menu:
   • Look at the bottom right corner of your screen.
   • You will see a navigation bar with several options.
   • Tap on the “Menu” option.
3. Select “Invoice Settings”:
   • After tapping “Menu,” a new screen will appear with various categories like “REPORTS,” “SETTINGS,” and “MANAGE.”
   • Under the “SETTINGS” section, you will find an option labeled “Invoice Settings.”
   • Tap on “Invoice Settings.”
4. Available configurations:
   • Invoice Theme
   • Bank Account Details
   • Terms & Conditions
   • Signature
   • Payment Details

1. Go to the Sales section.
2. Tap + Sale.
3. Enter/select the following:
   • Voucher Number
   • Voucher Date
   • Due Date
   • Party Name
   • Product
   • Quantity, Price, Discount (if any)
   • Taxes (auto-calculated if enabled)
   • Terms And Conditions
   • Notes
   • Reference
4. Payment Section
   • Select the mode of payment and enter the amount received from the customer.
   • Payment Methods:
     • Cash
     • Card
     • UPI
   • Amount – Enter the payment amount received.
     Example: ₹0 by default.
   • + Add Reference Number – (Optional) Useful for entering UPI or bank transaction ID.
   • Mark As Fully Paid – Enable this checkbox to automatically mark the invoice as fully paid. The full grand total will be reflected in the paid field.
5. Save or Discard
   • Save – Tap to save and generate the invoice.
   • Discard – Tap to cancel the invoice creation process.

This intuitive interface helps you create, customize, and manage invoices within seconds. Make sure all payment and optional details are reviewed before saving.

1. Add payment entries against invoices.
2. Track pending, partially paid, and fully paid invoices.
3. Accept various payment modes: Cash, UPI, Card.

1. Paid: Full payment received.
2. Partially Paid: Some amount received.
3. Overdue: Past due date without full payment.

1. Invoices can be shared via WhatsApp, Email, or downloaded as PDF directly from the app.

1. Access complete invoice history under the Sales → Invoices.
2. Filter by date range,party, or payment status.
3. Export reports for accounting or audit use.

1. Auto Reminder for overdue payments.
2. Recurring Invoice support for monthly packages.
3. Custom Tax Slabs per service/package.
4. Deleted Invoices are moved to “Deleted Items” for recovery or audit tracking.