CA CM Doshi & Company

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CA CM Doshi & Company — Client Manager

Outstanding

Period Outstanding

Client Masterdata

Bills

Receipts

GSTR-1

Document Vault

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Active Clients

Inactive Clients

Outstanding Only

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Name	Group	PAN	Mobile	Actions
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Billed From

Auto-apply unlinked receipts (FIFO)

Bill No.	Date	Client	Firm	Period	Bill Amount	Received	Outstanding
Select a period and click Show Outstanding.

Client	Status	PAN	GSTIN	TAN	Accountant	Staff
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Active Bills

Cancelled Bills

From

Bill No.	Date	Client	Firm	Period	Taxable	Total	Actions
Click Fetch Bills to load records.

Bill No.	Date	Client	Firm	Period	Total	Cancelled Reason
Click Fetch Cancelled to load.

Active Receipts

Cancelled Receipts

From

Receipt No.	Date	Client	Firm	Mode	Reference	Amount	Actions
Select date range and click Fetch Receipts.

Receipt No.	Date	Client	Firm	Amount	Cancelled Reason
Click Fetch Cancelled to load.

GSTR-1 Export — C M Doshi and Co

Select period to export all CM Doshi Tax Invoices. Split into CGST 9% + SGST 9%.

Month

Year

Firms

Summary

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Clients

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Bills

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Receipts

Data

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Bank Details (read-only)

Connection

Upload

Records

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Client *

Category *

Sub-Category *

File *

Note (optional)

Client	Category	File Name	Note	Uploaded	Actions
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Add Bill

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Bill No (assigned on save)

Bill Date *

Firm *

Bill Items (each item can have its own period)

Description	HSN/SAC	Amount (₹)	GST %	Period

Taxable

₹0

GST

₹0

Total

₹0

Narration

Client Address (for bill — auto-filled from client record, editable)

Any changes here will also update the client's saved address.