01
What customer details can be organised?
The workflow covers customer name, contact information, address and GST number alongside related billing records.
Customer records
Find the billing history behind each customer.
Keep customer contact and GST details beside invoice and payment records so follow-up starts with useful context.
✓GST details✓Local PC data✓Free forever
Clear and practical
What customer details can be organised?
The workflow covers customer name, contact information, address and GST number alongside related billing records.
02
How does payment context help?
Keeping payment information with invoice history helps the billing desk review what was recorded before contacting a customer — and optionally send a payment-due alert by WhatsApp, SMS or email.
03
Does the portal expose business records?
The portal focuses on your account, wallet, downloads and support. Operational customer and billing data remains in the Windows application.
FAQ
Questions and answers
Can I bring in my existing customers and products?
Yes, from Excel. Download the template inside the app for items, customers or suppliers, fill it in and import the .xlsx or .xls file. There is no direct importer for other billing apps or for opening balances yet.
Where is my data, and does it ever leave my PC?
Your billing data lives in a file called crm_database.db in your Documents folder. It leaves the PC only when you choose: sending a paid message (the invoice number, amount, due date and the customer’s number or email go to our server for delivery), using Send to CA, or your own password-encrypted Google Drive backup.
MyInvoiceDB
Give your billing desk one clear workflow.
Sign in with Google, download the installer and start billing free. Add wallet money only when you want to send WhatsApp, SMS or email messages.
Start free →✓ The full CRM is free