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An overview of all connections, receivables, and revenue for Xpress Book.
| Invoice | Customer | Amount | Due date | Status |
|---|
Customers
All connections — name, plan, connection status, and outstanding balance.
| Customer | Plan | CRM Info | Installation date | Outstanding | Status |
|---|
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| Date | Particulars | Debit | Credit | Balance |
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Items
Both service plans and products in one place — with HSN/SAC codes for GST.
| Name | Package | HSN/SAC | GST % | AGR % | Duration | Price |
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Stock
Equipment inventory — routers, ONTs, cables, set-top boxes. Stock increases on purchase, decreases on sale.
| Item | SKU | HSN | Qty on hand | Purchase price | Sale price | Stock value |
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Vendors
Suppliers you purchase equipment from.
| Vendor | Address | GSTIN | Payment Terms | Outstanding (payable) |
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Employees
Manage your team and track salary payments per employee — clean, month-wise settlement.
| Employee | Designation | Phone | Monthly Salary | Salary Outstanding | Advance Outstanding | Status |
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| Employee | Date | Amount | Recovered | Remaining |
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| Employee | Month | Amount | Status | Paid On |
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Banking Overview
Track your bank accounts and cash-in-hand. Choosing an account while recording payments/expenses updates the balance automatically.
| Account | Date | Type | Note | Amount |
|---|
Quotes / Estimates
Send the customer an estimate before the final invoice — convert it to an invoice in one click once accepted.
| Quote | Customer | Issue date | Expiry date | Amount | Status |
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Invoices
Generate billing, track status, and record payments.
| Invoice | Customer | Issue date | Due date | Amount | Status |
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Recurring Invoices
Monthly subscription billing profiles — invoices can be generated automatically each cycle.
| Profile Name | Customer | Frequency | Next invoice | Amount | Status |
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Credit Notes
For refunds, service downtime, or billing corrections — the customer outstanding balance is reduced automatically.
| Credit Note | Customer | Linked Invoice | Date | Amount | Reason |
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Payments Received
A record of all payments collected so far.
| Invoice | Customer | Paid on | Method | Amount |
|---|
Receipts
A printable receipt for every payment — you can give it to the customer.
| Receipt# | Customer | Against | Date | Amount | Method |
|---|
Sales (Stock)
Equipment sold to customers — router, ONT, set-top box, etc.
| Sale | Customer | Item | Qty | Date | Amount | Status |
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Purchase Orders
Send an order to the vendor, then convert it to a Purchase Bill in one click when goods arrive (stock updates automatically).
| PO | Vendor | Item | Qty | Date | Amount | Status |
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Purchases
Equipment purchased from vendors — stock increases automatically.
| Purchase | Vendor | Item | Qty | Date | Amount | Status |
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Expenses
Day-to-day business expenses — rent, salary, bandwidth bill, etc.
| Expense | Category | Date | Method | Amount |
|---|
Payments Made
Vendor payments, expenses, and manual withdrawals — all outgoing payments in one place.
| Date | Type | Paid To | Reference | Method | Amount |
|---|
Reports Center
Business Overview, Sales, Receivables, Purchases, Expenses, Inventory, and Banking — all reports in one place.
Company Profile
These details are printed on the letterhead of your invoices, estimates, and receipts.
The invoice number will look like: PREFIX/FY/sequence — e.g. XFPL/26-27/187
These defaults will be automatically selected when creating new invoices and items — you can still change them each time if needed.
Integrations
Connect WhatsApp, Email, and Payment Gateway so messages and payments work directly from this app.
All three integrations below need this one backend server (it safely holds your secret API keys). Enter its address once here.
Sends real WhatsApp messages via your backend once connected above. Configure WHATSAPP_TOKEN and WHATSAPP_PHONE_NUMBER_ID in your backend's .env file.
For Gmail: Host = smtp.gmail.com, Port = 587. You cannot use your normal Gmail password — go to your Google Account → Security → 2-Step Verification → App Passwords, create one for "Mail", and paste that 16-character password here.
Runs once daily. Each invoice gets exactly one automatic reminder — you can always send more manually from the invoice's Email button. Requires Email (SMTP) to be configured above.
Find these in your Razorpay Dashboard → Settings → API Keys. The Key Secret is stored securely on your server and is never sent to any browser, including the customer's.
Invoice/Estimate/Receipt Format
Choose which sections appear on your printed documents — control Invoice, Estimate, and Receipt all from one place.
Auto Numbering
Set the prefix and next number for each document type — just like Zoho Books.
| Document Type | Prefix | Next Number | Digits | Use Financial Year? | Preview |
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Roles
Create your own roles and set access for each module.
| Role Name | Modules access | Edit rights |
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Users
Create and manage Super Admin, Admin, and User accounts.
| Name | User ID | Role |
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| Module | Super Admin | Admin | User |
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These are fixed roles (cannot be customized) — Super Admin has access to everything + User management, Admin has everything except Users, and User can only view modules marked "View", without any add/edit/delete access.
Recycle Bin
Deleted data appears here — you can restore it or delete it permanently.
| Type | Item | Deleted On | Deleted By |
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Activity Log
A record of important actions taken in the system — who did what, and when.
| Date & Time | User | Action | Details |
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