Invoicing software for service businesses and agencies in Bangladesh
Create a quotation from a template, convert it to a sales order and invoice when accepted, record full and partial payments, and send a due reminder SMS when it is overdue.
A service business bills for work rather than goods, which sounds simpler and is not. The quotation is negotiated, the scope changes, part of it is delivered, and the invoice has to reflect what was agreed rather than what was originally proposed.
Retyping the quotation into an invoice is where the errors and the awkward client conversations come from. Carrying the same document through its stages keeps the agreed figure and the invoiced figure the same number.
What goes wrong for service businesses
Everyday problems in this trade, from the industry guide.
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Quotations and invoices in Word
Each quotation is a copy of the last one with the client name changed. Numbering breaks, terms differ between staff, and the accepted quote has to be retyped as an invoice with fresh mistakes.
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Retainers billed late or missed
Monthly retainers, hosting fees and maintenance contracts are invoiced when someone remembers. Cash flow suffers, clients pay late because the bill arrived late, and revenue lands in the wrong month.
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Staff expenses on scraps of paper
Transport, client entertainment and small purchases are claimed with receipts in an envelope. Approvals are verbal, reimbursements are delayed, and nobody knows the true cost of a project.
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Payroll and leave in a spreadsheet
Salaries, leave balances and income tax deductions are tracked in Excel by one person. Tax slab changes each financial year are applied by hand and payslips are typed one at a time.
Quotation to invoice without retyping
How Sales & Invoicing handles it.
Create a quotation from a template, convert it to a sales order and invoice when accepted, record full and partial payments, and send a due reminder SMS when it is overdue.
What you get
The parts of Sales & Invoicing that matter most here.
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Quotation to order to invoice
Create a quotation, convert it to a sales order when the customer confirms, record the delivery and bill the invoice from the same chain. Each step keeps the items, prices, discounts and VAT of the last.
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Multiple payments per invoice
Record cash, bank transfer, cheque, card and MFS payments such as bKash or Nagad against one invoice, in any combination and on different dates. Dues are visible per invoice and per customer.
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Batch payments and due collection
Take one payment and spread it across several open invoices for the same customer. Outstanding balances and aged receivables show who needs a call, and payment reminder SMS templates live in the SMS module.
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Party ledger and customer debit
Every invoice, payment, return and refund lands in the customer party ledger, so a dispute over a due amount is settled by opening one page. Customer debits handle charges outside a normal invoice.
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Coupons and invoice templates
Issue coupon codes with limits and validity, apply them at invoice time and see redemptions. Choose an invoice template so the printed challan carries your business details and terms.
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Returns and return policies
Define return policies by days and condition, process sales returns against the original invoice, and settle with a refund or a customer debit. Stock and accounting entries are reversed automatically.
A working day for service businesses
The sequence this trade actually runs, from the industry guide.
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Send a quotation
A new client request becomes a quotation from a template with your standard terms. When accepted it converts to a sales order without retyping.
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Deliver and invoice
The invoice is issued from the order, with Mushak 6.3 where the client needs a tax invoice. Payment by bank or bKash is recorded against it.
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Approve staff expenses
Staff submit expenses by category, managers approve in the workflow, and approved claims are marked paid in bulk and posted to the right cost centre.
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Post recurring entries
Recurring journals for rent, retainers and subscriptions post on schedule, and bank transactions are imported and reconciled against the ledger.
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Run payroll and close the month
Leave and attendance feed payroll, tax is deducted by slab, payslips go out, depreciation runs on assets and the accounting period is locked.
Questions
Answered plainly, including where the answer is no.
Can a quotation become an invoice without retyping?
Yes. Quotation, order and invoice are stages of the same transaction, so what was quoted carries through and any change is a change to the record rather than a new document typed from scratch.
Can clients pay in instalments?
Yes. Multiple payments across dates and methods can be recorded against one invoice, and the party ledger shows the running balance.
See SORS ERP running on your own numbers
A 30-minute demo in Bangla or English, with your products, your VAT setup and your questions.