GST & sales documents
Tax invoices
Issue B2B and B2C tax invoices with CGST/SGST or IGST, SAC-based service lines, and financial-year invoice numbering.
Quotes to invoices
Create quotes and convert them to invoices when work is confirmed — fewer duplicate entries, clearer client journeys.
Recurring bills
Support retainers and repeating service cycles common in consulting, SaaS, and training engagements.
Credit notes & PDFs
Handle returns and corrections with credit notes, and generate print-ready PDF documents for clients and records.
Payments & receivables
Offline payment recording
Record settlements via UPI, NEFT, cheque, cash, or card — without requiring an in-app payment gateway.
Outstanding & aging
Track what is unpaid and how long it has been outstanding, so collections stay visible to finance and delivery leads.
Compliance & export
GSTR-1–style CSV
Export structured sales data in a format designed to support GSTR-1 preparation workflows.
ERP CSV export
Push invoice data into broader finance systems via tenant API keys and CSV handoffs.
In-product guidance
Tax and legal help pages with clear disclaimers so teams understand scope and responsibility boundaries — so finance and ops stay aligned on what VaLam covers versus what remains your compliance responsibility.
Catalog & operations
Customers & SAC catalog
Maintain customer records and a services catalog keyed to SAC codes your practice actually uses.
Dashboard & branding
Operational overview for day-to-day work, with branding options suited to client-facing documents.
Notifications
Optional email, SMS, or WhatsApp send paths — configured at the organization level when enabled.
Multi-company scaffolding
Membership model prepared for teams that operate across more than one legal entity.
Security & access
Authentication
Email and password with strong hashing, Google OAuth, and OIDC SSO for providers such as Entra or Okta.
MFA & sessions
TOTP multi-factor authentication, web sessions, and API JWT for programmatic access.
RBAC & audit
Roles such as admin, cashier, and reporter — plus custom roles, audit trail, and field encryption for sensitive data.
PII hygiene
Redaction practices and encryption designed to reduce exposure of personal and financial details.
Platform & delivery
API-first core
REST API with OpenAPI documentation for integrations and automation beyond the UI.
Deploy on your stack
Container-friendly delivery with infrastructure-as-code options across major clouds — keep data and uptime under your control.
Background jobs
Worker-backed jobs for backups and operational tasks so interactive work stays responsive.
Signed licensing
Cryptographically signed deployment licenses with trial, paid term, grace, and soft-lock behaviour for vendor-controlled evaluation.
Ready to evaluate VaLam? Start with a demo and a 14-day trial under a commercial license path.
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