Why QGenx
Why Qgenx Billify: how it works, start to finish.
Billify keeps your clients and billable services in one place, builds the invoice from them, prints it under your brand, and gives you registers and GST reports afterwards.
01 Ask
What we ask before we configure anything
Billing differs by how you sell. We ask how.
We start with questions, not features. Every answer changes a setting.
- Do you bill for services, goods or both, and how are they grouped?
- How do you number invoices, and does the number reset each year?
- Which terms appear on every invoice?
- Which GST and HSN reports does your accountant ask for?
- How do you record payments today?
02 Map
From your problem to a Billify setup
Each answer becomes a master or a rule.
| Your problem | How Billify is set up |
|---|---|
| Clients retyped on each invoice | Saved client records |
| Services priced inconsistently | Catalogue with billing model and HSN |
| Number gaps and duplicates | Configured numbering by financial year |
| GST report takes a day | GST and HSN reports from confirmed invoices |
03 Configure
Set up and load
We load your masters before your first invoice.
- Company profile, logo and document identity
- Tax settings and financial year
- Clients and the service catalogue
- Reusable terms and the numbering format
04 Pilot
One month of invoices
We run a month alongside your current process.
- Real clients invoiced from drafts
- Printed documents checked with finance
- GST report compared with your own
- Terms and numbering adjusted
05 Result
What you can see afterwards
Documents and reports, not a promise of faster cash.
What you can check afterwards, in records you can audit.
- Branded invoices
- A searchable invoice register
- GST, HSN and billing reports
- A receipt register for manual payments
Related
More on Billify
QGenx demo
Walk through Billify with your own data.
Tell us about your current workflow, look at the product closest to the problem, and choose a 30-minute slot. A working walkthrough, not a slide deck.
- 30 minutes
- Your workflow, not ours
- No obligation