🧾 Invoice & Document Management System

Professional invoicing,
inside Google Sheets

Create invoices, quotations, purchase orders and more. Auto GST detection, multi-currency, recurring invoices, and a client payment portal. No subscription — yours forever.

Get InvoiceX — One-time payment → 💬 Ask us on WhatsApp

Runs in your Google account · No subscriptions · No cloud lock-in · Full ownership

🧾 7 document types
🇮🇳 Indian GST compliant
🌍 Multi-currency
🔁 Recurring invoices
🔗 Client portal
📄 Branded PDF
💳 UPI + bank transfer
All 7 document types in one system
🧾
Invoice
INV
📋
Quotation
QUO
🛒
Purchase Order
PO
📝
Proforma Invoice
PRO
↩️
Credit Note
CN
📦
Delivery Challan
DC
✅
Receipt
REC
Features
Everything you need to bill your clients

Built for Indian consultants, freelancers, and small businesses — and international clients too.

🧮
Auto GST detection
Select a client — InvoiceX automatically applies CGST+SGST, IGST, zero-rated export, or EU reverse charge. No manual tax selection ever.
🌍
Multi-currency billing
Bill in INR, USD, EUR, GBP, AED, SGD, and AUD. Exchange rate per document. Two bank accounts: one for INR, one for international.
📧
One-click send
Click Send — InvoiceX generates the PDF, attaches it to an email, and sends it to your client. Invoice status updates automatically.
🔗
Client payment portal
Every invoice gets a shareable web link. Clients open it in any browser — no login needed. Shows UPI link, bank details, and tax breakdown.
💳
UPI + bank transfer
UPI ID and QR code on every INR invoice. Clients on mobile tap once to pay via GPay, PhonePe, or Paytm. Bank details for NEFT/RTGS/wire.
📄
Branded PDF generation
Auto-selects Indian GST layout (CGST/SGST/IGST breakdown, amount in words) or clean International layout. Company logo, signature, all included.
🔁
Recurring invoices
Set any invoice as a recurring template. InvoiceX auto-generates on your schedule (daily, weekly, monthly, quarterly, yearly) and optionally auto-sends.
💰
Payment tracking
Record payments (UPI, NEFT, bank transfer, cash). Balance auto-updates. Partial payments supported. Ageing report shows 30/60/90 day buckets.
🔄
Quote → Invoice conversion
Convert a quotation to an invoice in one click. All line items copy across. Original quote is marked as Converted automatically.
👥
Client management
Client ledger, total billed, outstanding balance, payment history. Individual payment terms and currency per client. GSTIN validation built in.
📦
Product catalogue
Save your recurring services with rate, HSN/SAC, and tax rate. Pick from catalogue when creating an invoice — fills all fields instantly.
📊
Finance reports
Outstanding summary, revenue this month, GSTR draft summary (CGST/SGST/IGST totals). Dashboard with live KPIs from your Sheet.
Tax engine
Auto-detects the right tax every time

Select a client — InvoiceX looks at your company state, client state and country, and GSTIN to apply the exact right tax scenario. No dropdowns, no guessing.

Works for Indian companies, EU companies, US companies, and international businesses — and clients in any country.

CGST + SGST
Same state (Intrastate)
Your state matches client state. GST splits equally: CGST + SGST.
IGST
Different state (Interstate)
Full GST rate as integrated tax (IGST).
Zero rated (LUT)
Export with LUT
No GST. LUT number auto-printed on invoice.
Export
International client
No Indian GST on export of services.
EU B2B
EU business with VAT reg
Reverse charge. Client accounts for VAT in their country.
US Sales Tax
US domestic
State sales tax rate applied as "Other Tax".
How it works
Up and running in 10 minutes
1
Copy to your Drive
Click the link to make your own copy of InvoiceX in Google Sheets. No download, no install.
2
Run the setup wizard
InvoiceX menu → Run setup wizard. Enter your company details, GSTIN, bank account, and UPI ID in 7 steps.
3
Deploy the web app
Extensions → Apps Script → Deploy → Web app. Takes 2 minutes. This gives you the full browser interface.
4
Send your first invoice
Add a client, enter line items, click Send. PDF goes to client. Payment link is ready.
Pricing
One-time payment. Yours forever.

No monthly fees. No per-invoice charges. No limits on clients, documents, or users. Pay once and use forever.

InvoiceX — Lifetime License
₹4,999
one-time payment · yours forever
  • 7 document types (Invoice, Quote, PO, Proforma, Credit Note, Challan, Receipt)
  • Auto CGST/SGST/IGST/EU VAT/US tax detection
  • Multi-currency: INR, USD, EUR, GBP, AED, SGD, AUD
  • Recurring invoices with auto-generate and auto-send
  • Client portal (shareable payment link)
  • UPI link + QR code on INR invoices
  • Branded PDF (Indian GST + International layouts)
  • Unlimited clients, products, invoices, payments
  • WhatsApp support — setup help included
  • All future updates to this version
Buy InvoiceX — ₹4,999 →

After payment, WhatsApp your receipt to +91 96619 63990 to receive your license key within 1 business day.

FAQ
Frequently asked questions
Do I need to know Apps Script or coding?
No. InvoiceX is fully menu-driven. The setup wizard guides you through every step. No coding or technical knowledge required.
Will it work for my business if I'm not in India?
Yes. InvoiceX supports EU VAT (B2B reverse charge and B2C destination VAT), US sales tax, and a clean no-tax international invoice. It works for any company in any country.
What is a "client portal"?
Every invoice gets a permanent web link. You share this link with your client via WhatsApp or email. They open it in any browser and see the full invoice with UPI pay button, bank details, and tax breakdown — no login required.
Is my data safe? Who can see my invoices?
Your data lives entirely in your Google account — in your Google Sheet and your Google Drive. SocioStacks has no access to your invoices, clients, or payments. You own everything completely.
Can I use InvoiceX on my phone?
Yes. The web app is mobile-responsive. You can view documents, share links, and check your dashboard from any phone browser. For creating invoices, a tablet or laptop is more comfortable.
Is this GST compliant?
Yes. InvoiceX generates tax invoices with GSTIN, SAC/HSN codes, CGST/SGST/IGST breakdown, place of supply, and amount in words — all fields required for Indian GST compliance. For GSTR filing, use your CA's software alongside InvoiceX.
What happens if Google Sheets changes?
InvoiceX uses only standard Google Apps Script APIs that have been stable since 2012. We will update the product if any breaking changes occur. Your data remains in your Google account regardless.
Can I customise invoice templates?
The PDF layout (Indian or International) is auto-selected, but you can set your logo, signature, default notes, T&C, and email templates from the settings. Custom layout coding is available as a paid customisation — WhatsApp us.
How do recurring invoices work?
You create one invoice as a template, then set a recurring schedule (monthly, quarterly, etc.). InvoiceX runs a daily trigger at 8am that checks for due schedules and auto-generates the invoice — and optionally emails it to the client automatically.
Do I need to pay again after buying?
No. InvoiceX is a one-time payment with lifetime usage rights for the version you buy. You will not be charged again for use, support, or updates to the current version.
SocioStacks DocSuite
More tools in the suite
All run inside Google Sheets. One-time payment. Same world-class support.
🧾
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🏠
RentalX
Rental & booking management
🎓
TeacherX
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📦
OrderX
Order & inventory management
Ready to invoice professionally?

Join businesses using InvoiceX to bill faster, get paid faster, and stay GST compliant — all from Google Sheets.

Get InvoiceX — One-time payment → 💬 WhatsApp us first Setup Guide →
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