GST Invoicing Software for Visa Consultants
Generate GST-compliant invoices directly from your visa case records, auto-calculate CGST/SGST/IGST splits, and collect payment via a Razorpay link — all in the same system your counsellors already use. No Word templates, no manual bank reconciliation, no end-of-month scramble to produce a GST report your CA can actually use.
Why do Indian visa consultancies need GST invoicing built into their CRM?
Every registered visa consultancy in India must issue a valid GST tax invoice for each taxable supply of services — and immigration advisory and facilitation services attract 18% GST under the standard service rate. The invoice must carry the supplier's GSTIN, the place of supply, a sequential invoice number, the correct Services Accounting Code for each service line, and the exact CGST/SGST or IGST breakdown. When consultancies generate these invoices manually in Word or Excel, errors in the IGST versus CGST/SGST split are common — particularly when billing clients across state lines — and the mismatch between a consultancy's GSTR-1 data and a client's purchase records can trigger a GST department notice. VisaBOS embeds compliant invoice generation inside the visa case record itself, so the same staff member who updates the case stage also generates and sends the invoice without switching to a separate billing system. For the full visa case management context, see our visa case management software overview.
Why does billing cause the most end-of-month stress at visa consultancies?
The problem is not GST itself — the problem is that GST invoicing happens in a completely separate tool from the case management and payment collection, creating reconciliation work that should not exist.
From case record to paid invoice and GST report — in one system.
VisaBOS connects the case pipeline directly to the billing module so invoices are generated at the right case milestone and paid invoices reconcile automatically against the Razorpay payment record.
Which billing modules keep your visa consultancy GST-compliant without extra work?
Six purpose-built invoicing features for Indian immigration and study abroad consultancies — from SAC-coded invoice generation to Razorpay payment collection and month-end GST reporting.
GST-Compliant Invoice Generation
Every invoice formatted to Rule 46 of the CGST Rules — SAC codes, GSTIN, and all
- ✓Configure your services with correct SAC codes (999721 for immigration, 999729 for education support)
- ✓Invoice template pre-formatted with mandatory fields: GSTIN, place of supply, HSN/SAC, tax amounts
- ✓Invoice series and sequential numbering maintained automatically — no duplicate numbers
- ✓Download or email the finished invoice as a PDF directly from the case record in one click
Automatic IGST / CGST / SGST Split
Correct tax split calculated per invoice based on consultancy and client state
- ✓Intra-state supply: CGST 9% + SGST 9% applied automatically on the taxable value
- ✓Inter-state supply: IGST 18% applied when client and consultancy are in different states
- ✓Place of supply defaults to client's registered state — override available per invoice if needed
- ✓All GST amounts computed to two decimal places and printed in the correct columns on the invoice
Razorpay Payment Links Attached to Invoices
Send invoice and payment link together — payment auto-reconciles on receipt
- ✓Generate a Razorpay payment link for the invoice amount and attach it to the invoice email or WhatsApp message
- ✓Supports UPI, net banking, debit card, credit card, and wallet payment methods for client convenience
- ✓Payment confirmation from Razorpay updates the invoice status to Paid in VisaBOS automatically
- ✓Instalment billing: create multiple linked payment requests against one engagement for staged collection
Multi-Service Line Items on One Invoice
Immigration consultation, coaching fees, and document charges on a single tax invoice
- ✓Add multiple service line items per invoice — each with its own SAC code, quantity, unit rate, and GST rate
- ✓Sub-totals, GST breakdowns, and grand total computed and displayed in the correct invoice footer format
- ✓Line item descriptions are customisable: use your standard service names as they appear on your service agreement
- ✓Discounts can be applied at line-item level or invoice level, with GST recalculated accordingly
GST Report Export for CA and Tax Filing
Month-end GST summary your accountant can use directly for GSTR-1 preparation
- ✓Export all invoices for any date range as a CSV with invoice number, date, client GSTIN, taxable value, CGST, SGST, IGST
- ✓Separate B2B (registered buyers with GSTIN) and B2C (unregistered clients) views available in the export
- ✓Filter by financial year quarter to prepare data for each GSTR-1 filing deadline
- ✓VisaBOS does not file GST returns — it provides the clean data extract your CA needs to do so accurately
Outstanding Invoice Tracking and Payment Reminders
Know exactly which clients have unpaid invoices and for how long
- ✓Invoice ageing dashboard shows outstanding invoices by 0–30, 31–60, and 60+ day buckets across all active cases
- ✓Automated payment reminders sent to clients at 7 days before due date, on due date, and 3 days after
- ✓Partial payment recording: mark an invoice partially paid when a client pays the first instalment
- ✓Write-off and credit note functionality for cancelled services or refund scenarios, with GST adjustments
Invoices are generated from the same case record where counsellors track documents and update visa status — see our visa document management software page for how VisaBOS organises document collection, review, and submission alongside the billing workflow.
How does a visa consultancy go from Word invoice templates to GST-compliant billing in VisaBOS?
No accountant or developer is needed to configure GST invoicing in VisaBOS. The setup takes one session, and every invoice generated from that point is compliant.
Configure Your Service Catalogue and GST Settings (One-Time, 30 Minutes)
In VisaBOS settings, add the services your consultancy charges for — immigration consultation, visa application assistance, university shortlisting, IELTS coaching batch enrolment, document attestation — with the correct SAC code and GST rate for each. Enter your consultancy's GSTIN and registered state. These settings apply to every invoice generated from that point forward. You do not need to re-enter tax details on each invoice; they are inherited from the service configuration. Most consultancies complete this setup in a single session on their first day of the free trial.
Generate the Invoice from the Case Record — Send with a Razorpay Payment Link
When a case reaches a billing milestone — initial engagement, visa filing, visa approval, IELTS coaching batch start — the counsellor opens the case record in VisaBOS, clicks Generate Invoice, selects the services to bill, and the system populates the invoice template with the client's details, selected services and SAC codes, GST split based on state, and a sequential invoice number. The counsellor sends the invoice PDF and a Razorpay payment link directly from VisaBOS by email or WhatsApp. The client receives a professional, GST-compliant invoice and can pay immediately via UPI or card without visiting the office.
Payment Auto-Reconciles; Export GST Data for Your CA at Month-End
When the client completes payment through the Razorpay link, the invoice status in VisaBOS updates to Paid automatically, and the payment amount and date are recorded on the case record. No manual bank statement reconciliation is required. At the end of each month or GST quarter, the accounts manager runs the GST report export from the VisaBOS billing module, downloads the CSV, and hands it to the CA. The export contains every invoice raised in the period with all GST fields populated correctly — the CA can use it directly to prepare the GSTR-1 without re-entering data from paper invoices.
Frequently Asked Questions
Common questions from Indian visa and immigration consultancies evaluating GST invoicing software integrated with their CRM and payment gateway.
Related Guides & Pages
Enterprise-grade platform. India pricing.
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All plans include unlimited leads, students, and visa cases. No per-user pricing tricks. Cancel anytime.
- 1 Branch
- Up to 5 Staff Accounts
- Lead Management + Pipeline
- Visa Case Management
- Document Management
- Appointments & Walk-in Log
- Payment Tracking & Invoices
- Exam Coaching Module
- Full Analytics Dashboard
- Multi-branch Management
- Up to 3 Branches
- Up to 20 Staff Accounts
- Everything in Core
- Exam Coaching (Batches, Tests, Assignments)
- Meta Lead Webhook (Facebook/Instagram)
- Razorpay Payment Integration
- Full Analytics Dashboard
- Internal Team Chat
- 50+ Granular RBAC Permissions
- Unlimited Branches
- Unlimited Branches
- Unlimited Staff Accounts
- Everything in Professional
- Cross-branch Messaging
- Priority Support + Dedicated Manager
- Custom Branding on Invoices
- SLA-backed Uptime Guarantee
- Early Access to New Modules
- API Access (coming soon)
- Personalised Onboarding Session