Auto-Generate Invoices the Moment You File
Set up fee schedules per client. When you mark a filing as complete, CAtrak generates the invoice with the correct amount, UPI QR code, and sends it automatically.
How it works
Create a fee schedule for each client — monthly GST filing ₹2,000, annual ITR ₹5,000, etc. When you mark a deadline as filed in CAtrak, an invoice is generated automatically with the right amount, your firm's details, and a UPI QR code for instant payment.
Fee schedules across financial years
Set up fee schedules once and they carry over to the next financial year. Adjust rates annually when needed. CAtrak tracks which fees have been invoiced and which are pending.
UPI QR for instant payment
Every invoice includes a UPI QR code linked to your bank account. Clients scan and pay directly — no back-and-forth about bank details or payment methods.
Payment tracking
Track which invoices are paid, pending, or overdue. See your receivables at a glance across all clients. No separate billing software needed.
Frequently Asked Questions
Can I set different fees for different compliance types?
Yes. Fee schedules are per-entity and per-compliance type. You can set ₹2,000 for monthly GST, ₹5,000 for annual ITR, ₹3,000 for ROC filing — all for the same client.
Does the invoice include GST?
Invoices show the fee amount. You can configure your firm's GST details and the invoice will include GSTIN, SAC code, and tax breakup.
Can I send the invoice to the client?
Invoices can be downloaded as PDF with a UPI QR code. You can share them via WhatsApp or email directly from CAtrak.
Related Features
Auto-Generated Compliance Calendar
Auto-generated compliance calendar from GSTIN. Track GST, TDS, ROC, PF, ESI deadlines for all your clients in one dashboard. Built for Indian CAs.
Practice Dashboard
One dashboard for your entire CA practice. Track compliance deadlines, client documents, invoices, and reminders across all clients. Built for Indian CAs.
Client Document Portal
Let clients upload documents via a magic link — no app download, no WhatsApp chaos. Organised by entity and deadline. Built for Indian CA practices.
Related Compliance Deadlines
GSTR-1 Due Date
GSTR-1 monthly due date is the 11th of every month. Complete filing calendar, late fees, and who must file GSTR-1 for FY 2026-27.
GSTR-3B Due Date
GSTR-3B monthly due date is the 20th for regular taxpayers. Late fees, penalty, and complete GST-3B filing calendar for FY 2026-27.
Income Tax Return Due Date
ITR due date for non-audit cases is 31st July 2026. Income tax return filing deadline, late fees under 234F, and interest for FY 2025-26.