Set your tax profile
Enter your GSTIN, SAC code and the invoice series you want. Numbering stays sequential, which is what your accountant will ask for.
All tutorials
Billing7 min
GST invoices and collecting payments
Billing should take seconds, not a spreadsheet and a bank app. This tutorial gets your tax details right once so every invoice after it is a single click.
What you will learn
- Add your GSTIN, SAC code and invoice numbering
- Raise an invoice directly from a completed session
- Send a UPI or card payment link
- Track outstanding dues and monthly collections
Step by step
Invoice from a session
Every completed session can become an invoice with the service, fee and tax already filled in. Package sessions draw down from the client's balance instead.
Collect payment
Share a UPI or card link over WhatsApp or email. When the client pays, the invoice marks itself as settled, no manual reconciliation.
Watch your dues
The billing view shows what is unpaid, how old it is and who to nudge, so recovery stops depending on memory.
How it looks inside PsychDesk
Real screens from the product, so you know exactly what to expect before you start.
Practitioner tips
Send the payment link with the session confirmation for packages, collection rates improve.
Reconcile once a week rather than daily; the dues view makes it a five-minute job.
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Read the product documentation