Finance team members have the following actions to take before and after invoice creation.

Step 1: Legal entity creation

Step 2: Rule book creation

Step 3: Default allocation

Step 4: Booking and invoice creation (By Business Team)

Step 5: Invoice approval and processing

Step 6: Invoice collection (under development)

Step 1:Legal entity creation

Before we start creating bookings and invoices, a legal entity needs to be created for each developer. 

For creating a new/edit existing legal entities, open the developers list. Select a developer, and legal entities can added and/or modified.


When creating a new legal entity, following details are required. 

  1. Legal Entity Name
  2. Legal Entity Address
  3. Place of supply
  4. PAN Number (upload proof)
  5. GST Number (upload proof) 
  6. TAN Number (upload proof) 
  7. RERA Number (upload proof) 
  8. SPOC details

Step 2: Rule Book Creation

To complete the initial configuration, we also require Service Fee settings and slab rules to be configured. These settings are available on mandate panel, for every project created.

Bookings will be created and service fee will be calculated based on these slab rules settings

While creating a new rule, following items need to be specified:

  1. Lead Category
  2. Metrics:
    1. Service Fee Metric Base
    2. Service Fee Metric Value
    3. Slab Information
  3. Meta Info (Start Date and End Date)
  4. Prospective

Step 3: Default Allocation

Allocations for the service fee for each booking created in a project, can also have a default allocation.

Once defined, all bookings will have these default allocations which cannot be modified at booking level. To create these, open the mandate panel and look for 'Default allocation' at project level.

Step 4: Booking and invoice creation

After the above steps, we're now ready to create bookings and invoices.

Bookings and invoices will be created by the business team and sent for approval and processing by the finance team.

Refer to this link, for detailed steps on booking and invoice creation.

Step 5: Invoice approval and processing

After creation of invoice with developer confirmation, business team sends it for approval. Finance team can login to invoices page, see the complete list of invoices available for approval and processing.

An invoice can be approved in three ways:

  1. Approved for accrual
  2. Approved for invoicing and revenue
  3. Approved only for invoicing


Before approving an invoice, finance team users can open the invoice, by clicking on it. Various other functions can be performed:

  1. Adding a note
  2. View developer confirmation
  3. Modify entity
  4. Edit invoice details

Important Note

Invoice collection and processing modules are currently under development. We're also coming up with bulk invoice uploading of processed invoices.

Thank You