Effortless
Add OnThe Recurring Revenue Module

Put Your Revenue
on Autopilot.

Never miss a renewal. Automate recurring Proformas, Invoices, and Reminders. Perfect for AMCs, Rentals, and Retainers.

Flexible Billing Workflows

Two Modes. One Platform.

Choose the billing workflow that fits your business

Proforma First (Tax Safe)

  1. Send Proforma with Payment link or QR
  2. Customer Pays
  3. GST Invoice in One Click

Why this mode exists:

Use when you want to avoid early GST liability. Proforma goes first, payment clears, invoice is created instantly.

Supports:

  • Recurring Contracts
  • Recurring Proformas
  • 1-Click Conversion to GST Invoice
  • Pay Now Links
  • E-invoice support
  • Pro-Active Custom Contract Renewal Reminders

Invoice First (Fully Automatic)

  1. Auto-Generate GST Invoice with Payment Link or QR
  2. Auto-Send via WhatsApp + Email

Why this mode exists:

For fixed retainers and trusted clients where the invoice should fire on the exact date without manual work.

Supports:

  • Recurring Invoices
  • Automated Delivery
  • Domain-branded communication
  • E-invoice generation
  • Auto-share via WhatsApp & Email
  • Pro-Active Custom Contract Renewal Reminders
The Value Pillars

Feature Deep Dive

Powerful capabilities that keep recurring revenue predictable

  • Recurring invoice setup with billing cycle and schedule preview

    Once for All

    Create Once. Bill Forever.

    Set frequency, duration, service start date, billing date, billing mode and payment mode once. Effortless builds every cycle automatically—no calendar reminders, no spreadsheets.

    • Recurring Contracts
    • Recurring Proformas
    • GST Invoicing
    • 1-Click Conversion (Proforma → Invoice)
  • Contract renewal reminder schedule before and after expiry

    Autopilot

    Smart Reminders

    WhatsApp + Email reminders fire automatically. No manual follow-ups, no missed renewals.

    • Automated Reminders
    • Auto-Share of Invoices
    • Domain-Branded Delivery (from your business ID)
  • Approved proforma with one-click conversion to a tax invoice

    Multi Choice

    Two Billing Styles, One System

    Choose Proforma-first or Invoice-first. Both run smoothly in the same dashboard.

    • E-invoicing
    • 1-Click Invoice Creation
    • Pay Now Links
  • Sales order screen selecting a cost centre location

    Multi GSTIN

    Multi-Branch Visibility

    Assign each contract to the correct GSTN or branch. HQ gets a consolidated view, branches see only their data.

    • Multi-GSTN
    • Multi-Branch
    • Multi-outlet Controls
  • Dashboard charting sales against collections

    Weather Forecast

    Forecast in One Screen

    Know your upcoming renewals, overdue contracts, expected cash, and customer history in seconds.

    • Revenue Dashboard
    • Collection Dashboard
  • Two-way sync between Effortless and Tally Prime

    The Final Truth Remains True

    Tally Sync That Just Works

    Invoices, Proformas, Payments — everything flows into Tally post approvals without conflict. No duplicate voucher numbers. No mismatches.

    • Tally Sync
    • Voucher Numbering Sync
  • Dashboard showing monthly revenue analysis

    Mr Predictable

    Cash Flow That Follows Your Billing

    When billing becomes predictable, monthly inflow becomes predictable too.

    Now your contracts run on autopilot.

Why This Matters

  • Never Miss a Renewal

  • Zero Manual Billing

  • Predictable Cash Flow

See it in Action

Watch how business are automating their recurring revenues

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Ready to Automate Your Recurring Revenue?

See how finance teams are saving hours and catching errors before they become losses

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