Getting Started
Your command centre for the entire business. The dashboard loads immediately post-login and gives you a real-time pulse of your finances — no setup required.
Total Revenue
Sum of all paid invoices in your account. Animates with a count-up on every load so you feel the momentum.
Outstanding Amount
Live total of all unpaid and overdue invoices. Colour-coded so urgent situations are immediately visible.
Invoice Count
All-time invoice volume with this month's tally. A quick health check for your billing cadence.
Total Customers
Your entire customer base count. Grows automatically as you add new buyers across invoices.
Profit & Revenue Chart
Monthly revenue vs expense overlay. 12-month rolling window with hover tooltips for each bar.
Quick Actions
One-click shortcuts to create an invoice, add a product, or invite a team member right from the dashboard.
Tip:KPI numbers animate with an ease-out count-up whenever the dashboard loads — making every milestone feel earned, not just displayed.
Invoices
The core of KryzenX Flow. Create, send, track, and collect payments on GST-compliant invoices — with auto tax calculation for every transaction type.
GST Tax Invoice
Auto-applies CGST + SGST for intra-state and IGST for inter-state based on buyer and seller GSTINs.
Proforma Invoice
Send a draft quotation before the deal is done. Convert to a tax invoice in one click when confirmed.
Email Invoice
Send PDF invoices via your custom SMTP or our transactional relay. Delivery tracking is built in.
WhatsApp Share
Generate a WhatsApp-ready PDF link. The customer receives the invoice on their phone in seconds.
PDF Export
Download a print-ready PDF with your logo, GSTIN, bank details, tax breakup, and terms.
Payment Link
Generate a Razorpay payment link and share it via any channel. Invoice status updates automatically on payment.
Record Payment
Mark invoices as paid manually. Log date, payment mode (Cash / Bank / UPI), and reference number.
Credit & Debit Notes
Issue adjustments against an existing invoice. Linked back to the original for clean audit trails.
Recurring Invoices
Set a monthly, quarterly, or custom schedule. Invoices auto-generate and can be auto-sent on the due date.
Bulk Actions
Select multiple invoices to batch-update status, send payment reminders, or delete — all in one operation.
E-Way Bill
Generate, update vehicle details, and cancel E-Way Bills inline — no separate NIC portal login required.
Payment Reminders
Automated reminder emails fire before the due date, on the due date, and after — fully configurable intervals.
Creating a GST Invoice — Step by Step
Open Invoices → New Invoice
Click + New Invoice from the invoice list or from the customer profile page.
Select or Add a Customer
Search existing customers — GSTIN and address auto-populate. Add a new customer inline without leaving the form.
Add Line Items
Search your product catalog. HSN code, GST rate, and unit price fill in automatically from the product record.
Review Tax Breakup
CGST + SGST is applied for intra-state; IGST for inter-state. The system infers this from both GSTINs automatically.
Set Due Date, Notes & Bank Details
Add payment terms and any customer-facing notes. These can be pre-configured as defaults in Settings.
Save Draft or Send Directly
Save as Draft to review later, or send immediately — a PDF is generated and emailed in the same action.
Note:If a customer has no GSTIN, the system defaults to an Unregistered Buyer (URD) flow — no IGST/CGST split is applied and the invoice is treated as B2C.
Warning:E-Way Bill requires NIC API credentials configured under Settings → E-Way Bill. Without them the EWB action button will be disabled on all invoice pages.
Customers
A complete profile for every client — from GSTIN to billing address. View their full invoice history and outstanding balance at a glance.
Customer Profile
Store name, email, phone, GSTIN, PAN, and billing/shipping address. Reused automatically on every new invoice.
Invoice History
See every invoice raised for a customer with status badges, amounts, and due dates in a single unified list.
Outstanding Tracker
Total unpaid and overdue amount per customer updated in real time. Know exactly who owes you the most.
Quick Invoice
Hit 'New Invoice' from the customer page — all their details pre-fill. Zero re-entry, zero friction.
GSTIN Validation
Format is validated inline before saving. Prevents incorrect tax type calculations on every downstream invoice.
Debounced Search
Search by name, email, phone, or GSTIN. Results update as you type without hammering the API on every keystroke.
Inventory & Products
Your product and service catalogue. Every item you sell lives here — price, HSN code, GST rate, and unit — ready to be pulled into any invoice.
Product Catalogue
Add products or services with name, SKU, description, selling price, and purchase price for margin tracking.
HSN / SAC Codes
Attach HSN codes to goods or SAC codes to services per product. These flow automatically into invoice line items and GSTR-1.
GST Rate Mapping
Assign a GST slab (0% · 5% · 12% · 18% · 28%) per product. Auto-splits into CGST/SGST or IGST on the invoice.
Unit of Measure
Set units like pcs, kg, hr, ltr, m. Displayed clearly on invoice line items for customer transparency.
Profit Margin
Reports use purchase price vs selling price to compute per-product margins for your P&L analytics.
Quick Search
Debounced search across your entire catalogue. Handles inventories with hundreds of SKUs without lag.
Tip:Mark an item as a Service type — SAC codes apply automatically and stock-tracking is skipped. Ideal for consultancies and agencies.
Purchases
Track everything you buy — raise purchase orders, record goods receipts, and manage your supplier directory in one place.
Purchase Orders
Raise POs against suppliers with line items, expected delivery date, and payment terms. Track open vs closed POs.
Goods Receipt Note (GRN)
Record actual quantities received against a PO. GRN timestamps the physical receipt and updates PO status.
Supplier Directory
Full supplier profiles with GSTIN, contact details, and bank info. Linked to POs for complete traceability.
Email PO to Supplier
Send purchase orders to suppliers as PDF attachments directly from the system — same flow as invoice sending.
PO Status Tracking
Open → Partially Received → Closed. Status updates automatically as GRNs are recorded.
Purchase Analytics
Total purchase value, open PO exposure, and supplier-wise spend visible in the purchases dashboard header.
Purchase Order Workflow
Create the Purchase Order
Go to Purchases → New PO. Select a supplier, add line items from inventory, and set the expected delivery date.
Send to Supplier
Email the PO as a PDF directly from the system. Supplier reference and PO number are auto-included.
Record a GRN on Delivery
When goods arrive, open the PO and create a Goods Receipt Note. Enter actual received quantities per line item.
Auto-close When Complete
Once all items are received, the PO closes automatically. Partial deliveries keep the PO in 'Partially Received' state.
Expenses
Log every business expense — office rent to travel costs. Flag expenses as billable and they appear as line items on the customer's next invoice.
Expense Entry
Log expenses with date, category, amount, GST, vendor name, and an optional receipt reference.
Categories
Organise by type: Office, Travel, Marketing, Utilities, Salaries, and custom categories you define.
Bill to Customer
Mark an expense as billable and link it to a customer — it flows into their next invoice as a line item automatically.
P&L Integration
All expenses feed into the Profit & Loss report in real time. No manual reconciliation or exports needed.
Tip:The Billable toggle lets you pass costs directly to clients — essential for agencies, consultants, and project-based billing models.
Contracts
Draft, manage, and track client contracts. Convert a signed contract into an invoice with a single click once work is delivered.
Contract Creation
Create contracts linked to a customer with title, value, start/end dates, and detailed description of terms.
Status Lifecycle
Draft → Active → Completed → Cancelled. Visual status badge with full history at every stage.
Generate Invoice from Contract
Convert the contract directly into an invoice. Contract value pre-fills as the invoice line item — zero re-entry.
Customer Linking
Every contract is tied to a customer. View all contracts for a client from their profile page.
Reports
Actionable financial intelligence — from GST compliance exports to cash flow analytics. No spreadsheet gymnastics required.
AR Aging Report
Outstanding invoices grouped by age: 0–30, 31–60, 61–90, and 90+ days. Prioritise your follow-up calls instantly.
GSTR-1 Export
One-click export of B2B, B2C Large, and B2C Small invoice data in the exact format required by the GST portal.
Profit & Loss
Monthly revenue vs expenses with gross profit margin, net margin trend, and month-over-month comparison.
Note:GSTR-1 exports are pre-split into B2B (registered), B2C Large (₹2.5L+), and B2C Small tabs — matching the GST portal format exactly so there's no manual reshaping.
Team Management
Bring your colleagues on board. Role-based access means each team member sees and does exactly what they need — nothing more.
Invite by Email
Send invites to colleagues by email. They set their own password on first login — no credential sharing needed.
Role-Based Access
Owner has full platform access. Members can be scoped to allowed modules based on your subscription plan.
Activate / Suspend
Deactivate a member's access without deleting their data or transaction history. Reactivate anytime.
Admin Password Reset
Trigger a password reset for any team member from the Team page. A temporary password is emailed to them.
Warning:User seat limits are enforced by your plan. Inviting beyond the limit shows an upgrade prompt. Check Billing for seat counts per plan.
Settings
Customise KryzenX Flow to match your business identity — from your company logo and GSTIN to payment gateway and reminder automation.
Company Profile
Set your legal name, GSTIN, PAN, address, and logo. These appear on every invoice PDF — branded and professional.
Custom Email (SMTP)
Connect your Gmail or SMTP — invoices go out from your own domain, not a generic sender address.
Razorpay Integration
Add your Razorpay Key ID and Secret to enable online payment links and auto-status updates on invoices.
Reminder Automation
Configure auto-reminders: X days before due, on due date, and Y days after. Eliminates manual follow-up entirely.
E-Way Bill API
Add NIC API public key and endpoint. Supports both sandbox (testing) and production environments.
Invoice Defaults
Set default payment terms, footer notes, and bank details. Pre-filled on every new invoice you create.
Setting Up Custom Email SMTP
Go to Settings → Email Settings
Find the Email Settings section inside your account settings page.
Enter SMTP Credentials
Provide SMTP host, port (587 for TLS), username, and password. Gmail users must generate an App Password.
Set From Name & Address
The from name and address is what your customers see. Use your business name and branded domain email.
Send a Test Email
Click 'Send Test' — a test email arrives in your inbox within seconds confirming the configuration is working.
Save and You're Done
All future invoice emails are sent through your SMTP. No more 'via kryzenx.com' in the sender field.
Billing & Subscription
Manage your KryzenX Flow plan, track your trial, upgrade at any time, and renew — all from the Billing page inside your account.
| Feature | UDAAN | VISTAAR | SHIKHAR | PARAM |
|---|---|---|---|---|
| Monthly Price | ₹999 | ₹1,999 | ₹3,999 | ₹7,999 |
| Annual Price/mo | ₹799 | ₹1,599 | ₹3,199 | ₹6,399 |
| Invoices / Year | 7,500 | 15,000 | 30,000 | 1,00,000 |
| Team Members | 3 | 5 | 15 | 30 |
| E-Way Bill | — | ✓ | ✓ | ✓ |
| Custom SMTP | — | ✓ | ✓ | ✓ |
| Priority Support | — | — | ✓ | ✓ |
| Dedicated Manager | — | — | — | ✓ |
21-Day Free Trial
All new accounts start on a 21-day Udaan trial. No credit card required. Full feature access from day one.
Upgrade Anytime
Move to a higher plan from the Billing page at any time. Prorated pricing — you only pay for remaining days.
10-Day Grace Period
After expiry your data is fully preserved for 10 days. New invoice creation is paused until you renew.
Razorpay Checkout
Pay via UPI, net banking, card, or wallet. Payment confirmation is instant — subscription activates immediately.
Note:Annual billing saves up to 20% compared to monthly pricing. You can switch to annual at any time from the Billing page — prorated credit is applied automatically.
