BizHelp Business Desk

Financial Year View

April to March summary

Current business

Business identity, clients, and default bank account.

Attention queue

What needs follow-up right now.

Monthly receipts

Track invoiced vs received amounts through the year.

Month-by-month ledger view

Useful for GST return prep and annual tax review.

Client Master

Saved clients and yearly totals

Add client

Save clients once and reuse them across invoices.

Client summary

Current financial-year totals by client.

Saved clients

Client master data under this business.

Sales Records

Create invoices

New invoice

Choose a saved client and invoice under that client.

Client

Client email

Service description

Subtotal / taxable value (INR)

Issue date

GST treatment

GST rate (%)

Due date

Invoice number

Notes

Invoice preview

Ready to print using selected business and client details.

Saved invoices

Track invoices for this business by client.

Remittances

Maintain payment records

Record payment

Pick the client first, then the invoice, deposit account, and remittance bank.

Client

Invoice

Business bank account

Remittance bank

Received date

Amount received (INR)

Foreign amount

Currency

Bank reference / UTR

Mode / channel

FIRC status

Notes

Monthly totals

Quick visibility for return preparation.

Payment ledger

Every payment record tied back to invoices and bank accounts.

Bank Requests

Draft e-FIRC request emails

Draft inputs

Select the remittance bank and payment records, then generate the draft using saved bank contact details.

Bank

Show FIRC status

Select payment received

Update selected to

Anything extra to add

Email draft

Copy this into your bank email.

Operating Notes

Compliance checklist

Checklist

Track GST and tax readiness for the selected business.

Working assumptions

These can be refined per business over time.

Clients, invoices, and payments belong to the selected business only.
Invoices are linked to saved clients for yearly client-wise reporting.
Businesses can hold multiple bank accounts.
Payments and e-FIRC drafts can reference the relevant bank account.

Business Profile

Business settings, bank accounts, and new business setup

Business name

Owner / proprietor name

GSTIN

PAN

LUT / export note

Invoice prefix

Business address

Business logo

Used on invoices and stored under this business profile.

Bank accounts

Multiple bank accounts can be stored under this business.

Add bank account

Add another remittance account under this business.

Account label

Account holder

Bank name

Account number

Bank branch

IFSC

SWIFT code

Bank contact / desk

Bank email

Set as default bank account

Remittance banks

Save the banks or remittance desks from which payments are received.

Add remittance bank

Used in payment records and e-FIRC email drafts.

Create another business

Add a second business and switch between business records.

Select Business

Create Business