GST invoices, payment reminders, payment links and recurring billing — all connected to your CRM. Overdue invoices get reminders, and payments show up on the customer record.
Tata Motors
Infosys Ltd.
HDFC Insurance
Bajaj Auto
₹23L
Collected
₹34.6L
Outstanding
₹9.4L
Overdue
Demo data
What's inside
Illustrative workflow
Morning
Three invoices are more than two weeks overdue, totalling ₹6.4L. Their reminders have already gone out by email. Ravi sends each client a payment link on WhatsApp.
"₹6.4L outstanding across 3 clients. Payment links sent."
Midday
Sales marks the Tata Motors deal as Won — ₹28L. An automation creates a task for Ravi, who raises the invoice with GST worked out for the buyer's state and sends it.
"Invoice #INV-2902 sent. IGST 18% applied."
Afternoon
Ravi opens invoice analytics and asks for a forecast. Sentinel AI projects revenue from what's invoiced and collected, and lists the customers whose payments are slipping.
"2 accounts at risk — payment health turned critical this week."
Invoices with GST worked out for you and a print-ready PDF. Create, edit, duplicate, void and record payments in one place.
Scheduled email and WhatsApp reminders, softer or firmer depending on how each customer usually pays.
Send a Razorpay or Stripe payment link for an unpaid invoice. It is marked paid when the payment comes through.
Set a schedule once, from weekly to yearly, and Sentinel prepares the draft invoice each time for you to send.
Issue, apply and void credit notes against invoices, with a PDF for the customer.
Create many invoices from a CSV or a customer list in one go, and watch the progress.
Push invoices to QuickBooks or Zoho Books and pull payments back, so the books match.
Generate or cancel a GST IRN with the government portal and show it on the invoice PDF.
Invoice analytics show invoiced against collected, and Sentinel AI gives a revenue forecast and the accounts at risk.
Ask Sentinel AI about the invoices and quotes you're allowed to see: what's overdue, who usually pays late, and what the forecast looks like. It reads your live data — not a report you exported last week.
Sentinel AI
● ActiveIllustrative example
Cross-connections
Invoices sit on the customer's record, so the account owner can see what's paid and what's overdue before a call.
Learn more →Office leases, upcoming payments and vendors sit on the finance overview next to your invoices.
Learn more →An invoice being paid, sent or going overdue can start an automation, such as a thank-you email or a follow-up task.
Learn more →GST invoices·Payment reminders·AI revenue forecast