Invoicing Connected to Your Entire Business
Create invoices, send them via email, track payments, and let clients view invoices from the portal — all connected to your client data and task history.
The Problem
Invoicing in most firms is disconnected from everything else. You re-type client details, manually track what's paid, and have no way for clients to view their invoices online. It's slow, error-prone, and unprofessional.
How It Works
Create an invoice
Pull client details automatically. Add line items, tax, discounts, and notes. Professional format ready to send.
Send and track
Email the invoice directly from Zortal. Track sent status, payment status, and due dates.
Client views and pays
Clients see invoices in their portal dashboard. Payment records are tracked with date and method.
Everything You Get
Key capabilities included with Invoicing.
Auto-filled Client Details
Client name, email, address pulled from your CRM. No re-typing required.
Professional Templates
Clean invoice format with your firm logo, GST numbers, and terms. Ready to send.
Email Delivery
Send invoices via email with one click. Clients get a professional email with invoice details.
Payment Tracking
Record payments with date, amount, and method. See outstanding balances at a glance.
Portal Integration
Clients view their invoices from the portal dashboard. No email digging required.
Tax & Discount Support
Add GST, service tax, and discounts. Line-item level or invoice-level calculations.
Simple, Transparent Pricing
Start free, upgrade as you grow. No hidden fees.
Free
For individuals and small teams
Free forever — no credit card required
- GPS Attendance & Check-in
- Task Management
- Leave Management
- Expense Tracking
- Work Journal
- 1-Page Website
- 20 AI Chats/month
Base
For small businesses going online
Billed annually at ₹2,999/yr incl. GST
- Everything in Free, plus:
- Multi-page Website
- Custom Domain & SSL
- Blog (5 posts)
- CRM (20 leads)
- Invoicing
- Appointments & Booking
- Forms (3)
- 100 AI Chats/month
Pro
For growing businesses
Billed annually at ₹9,999/yr incl. GST
- Everything in Base, plus:
- Blog (50 posts)
- CRM (200 leads)
- Forms (20)
- Compliance Calendar
- Remove Branding
- 2 Custom Domains
- Unlimited AI Chats
Max
For established businesses
Billed annually at ₹29,999/yr incl. GST
- Everything in Pro, plus:
- Unlimited Blog & CRM
- Unlimited Forms
- WhatsApp Integration
- API Access
- Dedicated Support
Frequently Asked Questions
Try Invoicing Free
No credit card required. Set up your practice management platform in under 5 minutes.