XYZ Business Owner

Welcome back, XYZ šŸ‘‹

Here's what's happening with your business today.

Sales Overview

Order Status

    Quick Actions

    Recent Orders

    View All Orders
    Order ID Customer Amount Status
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    Top Selling Products

    View All Products
    Product Sold Revenue
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    Recent Activities

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    Today's Summary

      Customers

      Manage your customer relationships.

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      Name Phone WhatsApp Email Tags Actions
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      Add Customer

      Products

      Manage your catalog, pricing and stock.

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      Product Category Selling Price Cost Price Profit Stock Actions
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      Add Product

      Orders

      Track every order from inquiry to delivery.

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      Order ID Customer Products Amount Status Date Actions
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      New Order

      Order Items

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      Invoices

      Build a professional invoice and share it in seconds.

      Invoice Details

      PNG/JPG/SVG. Applies to all future invoices.
      Customer

      Items

      Subtotal 0.00

      Live Preview

      On mobile, WhatsApp share attaches the invoice PDF automatically. On desktop, it sends a detailed text message instead (business name, customer details, items & amounts) — no download.

      Payment QR Code Generator

      Generate a UPI QR code for any amount — tick "Add UPI payment QR code" above to include one on the invoice itself, using the UPI ID saved in Settings.

      Saved Invoices

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      Invoice # Customer Date Due Date Amount Status Actions
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      Add New Customer

      Invoice

      Payments

      Track received and pending payments.

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      Customer Amount Method Status Delivery Date Actions
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      Record Payment

      WhatsApp Templates

      Save reusable messages and send them in one tap.

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      Your WhatsApp Number

      Connect your business WhatsApp number once — it will be used to prefill the quick-link generator below and shown on invoices, so you don't need to retype it every time.

      Share an Invoice via WhatsApp

      wa.me Quick Link Generator

      New Template

      Send Template

      Expenses

      Log business expenses and keep profit accurate.

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      Category Product Amount Notes Date Actions
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      Cost Per Product

      Total of every expense you've linked to each product — packaging, shipping, ads, and so on.

      ProductEntriesTotal Cost
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      Add Expense

      Reports

      Understand revenue, orders, expenses and profit at a glance.

      ⬇ Export CSV

      Expenses by Category

      Settings

      Configure your business details and appearance.

      When on, sharing an invoice via WhatsApp also emails it to the customer — if they have an email on file.

      Invoice Template

      Pick a layout style — it applies the next time you build or view an invoice.

      Classic
      Modern
      Minimal
      Bold
      Elegant
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