Everything Woltbooks does
Sales, purchases, stock, money, GST and reports. All in one account.
Sell and get paid
Every document your customers expect, with their status and payments in one place.
- Invoices, quotations and proforma invoices
- Delivery challans and credit notes
- Record payments in against each invoice
- Print, share and pick your own template
Sales
All documents
INV
Invoices
QUO
Quotations
PRO
Proforma
DC
Challans
Sharma Traders
INV-1042
Lakshmi Stores
QUO-218
Patel Enterprises
CN-007
Know what you owe
Bills, orders and returns for your suppliers, with payments out tracked.
- Purchase bills and purchase orders
- Debit notes for returns
- Record payments out to suppliers
- See outstanding amounts at a glance
Purchases
All bills
BILL
Bills
PO
Orders
DN
Debit notes
PAY
Payments
Kumar Supplies
BILL-311
Metro Packaging
BILL-310
Aarav Traders
PO-056
Everyone you trade with
One profile per customer, supplier or contact, with their full history.
- Customers, suppliers and contacts
- GST number and address on every party
- Documents and payments per party
- Receivable and payable balances
Parties
Customers and suppliers
C
Customers
S
Suppliers
Ct
Contacts
₹
Balances
Sharma Traders
Customer
Kumar Supplies
Supplier
Mehta Traders
Customer
Stock that stays right
Products and services in one list, with low-stock alerts before you run out.
- Products and services together
- Stock quantity on every product
- Low-stock list and alerts
- Item detail with its history
Items
Products and services
48
Items
2
Low stock
0
Out
3
Services
Packing box
8 left
Steel bottle
120 in stock
Installation
Service
Track every rupee
Payments in and out, with your cash and bank accounts kept in step.
- Payment in and payment out
- Cash and bank accounts
- UPI and bank details on your documents
- Cash and bank summary reports
Cash and bank
This month
In
Received
Out
Paid
Cash
Cash
Bank
Bank
Payment in
INV-1042
Payment out
BILL-311
Bank transfer
Cash to bank
GST, built in
Set your GST number and rate once, then see your GST in the reports.
- GST number and default GST rate in settings
- CGST, SGST and IGST on your documents
- GST Summary, GSTR-1 and GSTR-3B reports
- HSN and SAC summary
GST
Reports
5%
GST
12%
GST
18%
GST
28%
GST
GST Summary
This month
GSTR-1
Outward supplies
HSN/SAC Summary
Tax summary
50+ reports, ready to run
Pick a date range, open a report, export to CSV.
Business overview
3Sales
7Purchases
5Customers and suppliers
8Cash and bank
5Expenses
4Items and stock
6Accounting
6GST
11Set it up your way
Settings that make every document look and read like yours.
Your look
Classic or Modern invoice template, in your own colour.
Invoice defaults
Payment terms, GST rate and fiscal year, set once.
Terms per document
Separate terms for invoices, quotes, challans and more.
Bank and UPI
Show your bank and UPI details on documents.
Notifications
Choose which alerts you want to receive.
Webhooks
Send events from Woltbooks to your own systems.
Use it everywhere
Web, phone, Shopify and AI, all on one account.
Web app
Full Woltbooks in your browser.
Android and iOS
Sales, purchases, parties, items, cash and bank and reports on your phone.
AI assistant
Ask your books questions in plain language.
Shopify app
Store orders become invoices.