Create Invoice
Official ALOYT letterhead GST invoice — matches printed PDF format.
Invoice Details
Client
Items — Products & Services
Tip: tag each line as Product or Service. First line defaults to your first catalog item.
Invoice History
Saved locally on this computer. Backup regularly.
Leads
Track enquiries → follow up → convert to client & invoice.
Add Lead
Clients
Your locally saved client database.
Products & Services
Your reusable catalog — products and services with standard prices.
Invoice Assistant
Extract invoice details from a PDF or pasted invoice text, then review before saving.
Works in desktop + web — read locally on your machine.
PDF engine: loading…
Assistant Review
Company Settings
Letterhead defaults used on every invoice. Changes apply to new previews instantly.
Account Security
Change the password for your login.
Test Data
Generate 120+ dummy clients, items, invoices and leads for testing. Seed flag lets you remove them in one click.
Excel / CSV Transfer
Export all data or import it back. Excel keeps 5 sheets (Invoices, Clients, Products, Leads, Settings); CSV exports one file per page.
Import matches sheets/columns automatically and skips duplicates (same invoice number, client, SKU or lead). Works fully offline — no libraries needed.
Invoice Files Folder
Choose where Excel, CSV and backup files are saved in this browser.
PDFs always use the print dialog (choose “Save as PDF” there) — browsers don’t let sites write PDFs silently. All other files save straight into the chosen folder.
Google Drive Backup
Live cloud copy of your database + invoice files in your own Google Drive.
Setup: Google Cloud Console → new project → enable Google Drive API → OAuth consent screen → Create OAuth client ID (Web) → add this site under Authorized JavaScript origins → paste the ID above. PDFs can’t auto-upload (browsers can’t mint PDFs silently) — open the invoice copy and print to PDF instead.
Admin — Users
Manage roles, reset passwords, add accounts, or remove users.
