Estimates to Invoices, Monthly Retainers & TDS Calculations
Convert project quotations to tax invoices in 1 click, automate recurring monthly client retainers, calculate TDS/RCM, and accept instant UPI & bank payments.
Services, Consultancies & Digital Agencies
Retail & Supply Chain
“Generating recurring client retainers and tracking TDS deductions used to take 2 days every month. SaaSzo automated our retainer invoicing completely.”
Everything Built for Services, Consultancies & Digital Agencies
Explore the powerful billing, inventory, and management features ready out of the box.
1-Click Quotation / Estimate to Tax Invoice
Create professional client proposals; convert approved estimates to GST invoices with 1 tap.
Automated Monthly / Quarterly Retainer Billing
Set up auto-recurring invoices for retainers; system sends PDF bills on the 1st of every month.
SAC Service Codes & TDS / RCM Computations
Accurate Service Accounting Codes (SAC 9983) with TDS deduction tracking and Reverse Charge.
Milestone & Advance Payment Receipts
Record 50% advance deposit and issue project milestone invoices with clear balance dues.
Professional PDF Invoices with Bank QR
Clean modern PDF invoices with company letterhead, signature, bank account NEFT/RTGS, and UPI QR.
WhatsApp Payment Follow-Up Automation
Send gentle polite payment reminder messages with attached PDF invoice and pay link.
How It Works in Your Daily Routine
From order punch to final settlement and daily accounts.
Quotation Sent to Client
Agency generates ₹75,000 Website Development proposal with SAC code.
Approved -> Converted to Invoice
Client approves -> 1-click converts to official Tax Invoice with 50% advance receipt.
Milestone Paid via Bank Transfer
Client pays via NEFT/UPI; receipt voucher generated automatically.
Why SaaSzo is the #1 Choice for Services, Consultancies & Digital Agencies
Built with local SQLite offline speed, thermal printing, and automatic cloud backup.
Multi-Currency Invoicing
Bill international export clients in USD, EUR, GBP, AED with INR conversion rate tracking.
Audit-Ready GSTR-1 Summaries
Clean B2B and B2C service revenue reports ready for monthly CA tax filings.
Client Payment Aging Reports
Track 30/60/90 days outstanding receivables to maintain healthy cash flow.
Got Questions about Services & Agencies?
Q1.Can I generate recurring invoices automatically on the 1st of every month?
Yes! Recurring retainer invoices are automatically generated and emailed/WhatsApped to clients.
Q2.Does it support export invoices in foreign currency (USD, EUR)?
Yes! Full export of services invoicing with LUT (Letter of Undertaking) and currency conversion.
Ready to Upgrade Your Services & Agencies Operations?
Join 1,50,000+ businesses across India who trust SaaSzo for lightning-fast billing and error-free accounting.
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