Panzo
Finance and GST

Milestone and stage GST invoicing

Raise milestone and stage invoices with correct GST computation, including the CGST, SGST and IGST split and a GSTR-1-style filing register.

Interior and fit-out work gets paid in stages, not one lump sum. Panzo bills each stage as a milestone, works out the GST for you with the correct CGST, SGST or IGST split, and rolls everything into a GSTR-1 style filing register.

How stage billing works

A milestone is one stage of the contract that you bill for, for example a booking advance, a design sign-off payment, or a payment on material dispatch. Milestones are born from the deal's payment plan and appear on the project when the deal is won. You edit them in one place, the deal, while Finance shows the same schedule live and read-only.

  • A permitted user can adjust an unbilled milestone's name, amount or due date, or add an ad-hoc line for a retention or change order.
  • Any milestone that has been invoiced or has a collection against it is locked, so the accounting cannot be broken after the fact.
  • Approving the final quote re-slices the remaining unbilled milestones to the agreed value, leaving billed and change-order lines untouched.
  • A running "milestones total vs project value" check flags a mismatch without blocking it, so change orders and retentions stay honest.

Raising an invoice from a milestone

Every customer invoice is one milestone billed. When you raise it, Panzo computes the GST and freezes the numbers onto the invoice, so a later rate change never rewrites a bill the customer already holds.

  1. Open the project in Finance

    Go to Finance, pick the project, and find its collection schedule of milestones.
  2. Raise the invoice on a milestone

    Choose the unbilled milestone you want to bill and raise its invoice. The milestone then locks.
  3. Check the GST split

    Confirm the mode and the CGST/SGST or IGST split read correctly for this customer before you share the amount.

GST computation

A single GST mode decides both the maths and how the bill reads. The supply type then decides the split, and Panzo resolves intra-state versus inter-state from the studio's and the customer's GSTIN state codes, defaulting safely to intra-state rather than ever guessing a higher inter-state charge.

SettingWhat it does
Inclusive GSTTax is worked backward out of a GST-inclusive amount.
Exclusive GSTTax is added on top of the taxable amount.
NoneNo GST, for an unregistered or composition customer.
Intra-state supplySplits into a CGST line plus an SGST line (same state).
Inter-state supplyA single IGST line (different states, from the GSTIN state codes).

The GST and Compliance register

The register rolls every invoice up GSTR-1 style, period by period: taxable value, CGST, SGST, IGST, and output tax on sales, netted against input tax on posted vendor bills to show Net payable for the filing month. After Care service invoices fold into the same register, so nothing taxable is left out.

Important

What this is, and what it is not

Panzo gives you correct GST computation and a filing register. It does not yet produce a client-facing invoice PDF, and customer invoices carry no HSN or SAC code and no per-line tax split. The invoice record and the tax total are right, but a printed, HSN-coded document is not part of this today.

Key takeaways

  • Bill each project stage as a milestone, born from the deal's payment plan.
  • Panzo computes GST and freezes it onto the invoice, splitting CGST/SGST for local sales or IGST for inter-state ones.
  • Intra versus inter-state is resolved from GSTIN state codes, defaulting safely to intra-state.
  • The GSTR-1 style register nets output tax against input tax to show net payable per period.
  • There is no HSN/SAC, no per-line tax split, and no client-facing invoice PDF or email yet.

Cannot find what you need? Ask the Panzo team.

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