Grace Invoice — Platform Walkthrough

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PLATFORM WALKTHROUGH · 01 / 21

Overview

Invoicing with peace of mind

A multi-tenant invoicing and receivables platform for Indian and international businesses. GST-ready billing, online payments, and accountant collaboration in one calm, dependable system.

✓ GST-compliant invoices & e-invoicing (IRN/QR)

✓ Estimates, recurring billing & reminders

✓ Online payments — UPI, cards, the customer’s choice

✓ Auto-reconciliation & collections intelligence

✓ Expenses, multi-currency & reports

✓ Accountant / CA workspace & audit trail

Built by Vischari Solutions · Kochi

Platform Walkthrough

Version 1.0

21 slides

~15 minute tour

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PLATFORM WALKTHROUGH · 02 / 21

Dashboard

Receivables at a glance

Home · Meridian Consulting LLP

FY 2026-27 · updated 2 min ago

Outstanding

₹8.42L

34 open invoices

Overdue

₹1.90L

6 invoices · chase now

Collected (Jul)

₹12.6L

+18% vs Jun

Avg days to pay

18d

target 15d

Collections · last 12 weeks

Invoice status mix

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PLATFORM WALKTHROUGH · 03 / 21

Master Data

Customers & catalogue

Customers · 128

Name	GSTIN	State	Currency	Outstanding	Status
Contoso Technologies Pvt Ltd	29AABCU9603R1ZM	29 · Karnataka	INR	₹2,36,000	Overdue ₹90k
Sunrise Traders	32AAACS1234F1Z7	32 · Kerala	INR	₹48,000	Current
Northwind Global Inc	—	US · Delaware	USD	$4,200	Current
Aarav Textiles Pvt Ltd	27AAECA5678K1Z2	27 · Maharashtra	INR	₹1,15,000	On retainer
Kochi Digital LLP	32AABCK4567L1Z9	32 · Kerala	INR	₹0	Inactive

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PLATFORM WALKTHROUGH · 04 / 21

Invoicing

Create an invoice

New invoice · INV-2026-0042

Tax computed server-side

Customer

Place of supply

Issue date

Currency

Description	SAC	Qty	Rate	Amount
Web platform build — July retainer	998314	1	₹1,00,000	₹1,00,000
Priority support add-on	998313	1	₹15,000	₹15,000

Subtotal₹1,15,000

CGST @ 9%₹10,350

SGST @ 9%₹10,350

Total₹1,35,700

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PLATFORM WALKTHROUGH · 05 / 21

Quotes

Estimates that become invoices

Estimate EST-2026-0007

Accepted

1

Draft

2

Sent

3

Accepted

4

Converted

Item	Qty	Rate	Amount
Discovery & design sprint	1	₹80,000	₹80,000
Prototype build	1	₹1,20,000	₹1,20,000

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PLATFORM WALKTHROUGH · 06 / 21

Automation

Recurring & retainer billing

Recurring schedules · 12 active

Customer	Frequency	Amount	Next run	Ends	Status
Aarav Textiles Pvt Ltd	Monthly	₹1,15,000	01 Aug 2026	Never	Active
Contoso Technologies	Monthly	₹1,35,700	05 Aug 2026	After 12	Active
Northwind Global Inc	Quarterly	$1,500	01 Oct 2026	31 Mar 2027	Active
Sunrise Traders	Weekly	₹12,000	—	—	Paused

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PLATFORM WALKTHROUGH · 07 / 21

Payments

Get paid — the customer’s way

Invoice INV-2026-0042 · Pay ₹1,35,700

Link sent

🟣

UPI

GPay · PhonePe · Paytm

💳

Card / Netbanking

Razorpay

🌐

International

Stripe · cards

Scan to pay · or tap the link

Sent by email and WhatsApp with a hosted pay page. No login, no app to install.

rzp.io/i/graceinv-42

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PLATFORM WALKTHROUGH · 08 / 21

Collections

Reconciled & chased automatically

Collections workspace

Auto-updated from gateway

Auto-reconciled

92%

of paid invoices

Reminders sent

37

this week

Late fees applied

₹6,200

4 invoices

At-risk value

₹2.4L

high-risk payers

Invoice	Customer	Risk	Next action
INV-2026-0031	Contoso Technologies	High	WhatsApp + call task
INV-2026-0035	Sunrise Traders	Medium	Reminder in 2 days
INV-2026-0040	Aarav Textiles	Low	Pays early — no action

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PLATFORM WALKTHROUGH · 09 / 21

Client Portal

A self-serve portal for your customers

Contoso Technologies · billing portal

Magic-link access

Invoice	Date	Amount	Status
INV-2026-0042	30 Jul 2026	₹1,35,700	Due
INV-2026-0031	28 Jun 2026	₹1,35,700	Overdue
INV-2026-0022	30 May 2026	₹1,35,700	Paid

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PLATFORM WALKTHROUGH · 10 / 21

Expenses

Expenses & receipt capture

Expenses · July 2026

Vendor	Category	GST	Amount	Rebillable
AWS India	Cloud hosting	₹4,320	₹28,320	→ Contoso
Uber	Travel	₹126	₹826	No
Canva Pro	Software	₹—	₹3,540	No
WeWork Kochi	Office	₹5,400	₹35,400	→ split

Snap a photo or forward a bill — vendor, date, tax and line items are extracted automatically, GST classified by the tax engine.

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PLATFORM WALKTHROUGH · 11 / 21

Reporting

Reports & cash-flow forecast

Reports

Export CSV / PDF

Projected cash · next 90 days

Receivables ageing

📈

A/R Ageing

💰

Profit & Loss

🧮

Tax summary

🔮

Cash forecast

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PLATFORM WALKTHROUGH · 12 / 21

Compliance

GST compliance, built in

Invoice INV-2026-0042 · Compliance

IRN registered

IRN

a5f2…9c1b7e

e-invoice registered on IRP

Signed QR

▦ generated

printed on the PDF

Capability	Status
E-invoicing (IRN + signed QR) via GSP	Ready
TDS / TCS withholding (194C, 194J, 206C…)	Section-mapped
GSTR-1 / GSTR-3B filing-prep export	One-click
E-way bill & multi-GSTIN	Per branch

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PLATFORM WALKTHROUGH · 13 / 21

Trust

A tamper-proof audit trail

Activity log · INV-2026-0042

Append-only

Time	User	Action
30 Jul · 10:12	Priya (Owner)	Created invoice, total ₹1,35,700
30 Jul · 10:14	Priya (Owner)	Finalised & emailed to Contoso
30 Jul · 10:14	System	Payment link created (Razorpay)
31 Jul · 16:41	System	Paid ₹1,35,700 via UPI · auto-reconciled
02 Aug · 09:03	Rahul (CA)	Reviewed & locked July period

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PLATFORM WALKTHROUGH · 14 / 21

Enterprise Security

Your keys, your data · optional

Security & Data Residency

Optional · Enterprise

Encryption key

Customer-managed (BYOK)

AWS KMS · alias/grace-acme · Active

Data residency

Dedicated database

Region: Mumbai · ap-south-1

Data	Protection	To a DB admin
Customer PII, bank details, GSTIN	Encrypted · your key	Ciphertext only
Invoice notes & attachments	Encrypted · your key	Ciphertext only
Amounts & dates (for reporting)	Encrypted at rest · TDE	Access-controlled

Revoke your key at any time to instantly cut all access · every decrypt is written to your own KMS audit log.

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PLATFORM WALKTHROUGH · 15 / 21

Accountants

One console for the whole practice

Rahul & Co · Chartered Accountants

7 client organisations

Client organisation	Needs attention	Period
Meridian Consulting LLP	3 to review	Jul open
Aarav Textiles Pvt Ltd	GSTR-1 due	Jul open
Kochi Digital LLP	Clear	Jun locked
Sunrise Traders	Clear	Jun locked

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PLATFORM WALKTHROUGH · 16 / 21

Access Control

Roles & permissions

Roles

Per organisation

Role	Invoices	Payments	Customers	Team	Billing
Owner	Manage	Manage	Manage	Manage	Manage
Admin	Manage	Manage	Manage	Manage	—
Staff	Manage	Manage	Manage	—	—
Consultant / CA	View	View	View	—	—

Tenant isolation is enforced at the data layer — one organisation can never see another’s records, regardless of role.

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PLATFORM WALKTHROUGH · 17 / 21

Team

Invite your team & your accountant

Team · Meridian Consulting LLP

Name	Email	Role	Status
Priya Nair	[email protected]	Owner	Active
Arjun Menon	[email protected]	Staff	Active
Rahul & Co	[email protected]	Consultant	Active
—	[email protected]	Staff	Invited · pending

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PLATFORM WALKTHROUGH · 18 / 21

Onboarding

Move in & make it yours

Import from Zoho

128 customers · 940 invoices

Migration

Zoho API & CSV

idempotent, safe to re-run

Templates

Your logo & colours

multiple named layouts

Import step	Result
Customers & items	128 imported
Historical invoices	940 imported
Invoice numbering	Sequence continued
Branded PDF template	Applied

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PLATFORM WALKTHROUGH · 19 / 21

Mobile

Run it from your phone

Today · Meridian

Outstanding

₹8.4L

Overdue

₹1.9L

Collected

₹12.6L

Due today

3

Quick actions

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PLATFORM WALKTHROUGH · 20 / 21

Adoption

How a business rolls it out

Step 01

Set up & import

Create the organisation, import from Zoho, add your logo and GST details.

Step 02

Invoice & get paid

Quote, invoice, set up recurring billing, and turn on payment links.

Step 03

Stay compliant

E-invoicing, TDS/TCS and GSTR prep; invite your CA to review and lock periods.

Step 04

Scale up

Multi-currency, multiple branches/GSTINs, forecasting, and the public API.

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PLATFORM WALKTHROUGH · 21 / 21

Get Started

Ready when you are

Grace Invoice — invoicing with peace of mind

A calm, dependable platform for quoting, invoicing, getting paid, and staying GST-compliant — with your accountant alongside. Confirm the scope below and we’ll get you onboarded.

Your organisation

Name

Designation

Date

For Vischari Solutions LLP

Name

Designation

Date