Welcome to SR Invoice

Enterprise invoice & quotation management backed by secure PostgreSQL. Track revenue, convert quotes, and issue payments with DuitNow QR.

Today

Date Range Filter All Time

Filter revenue, status breakdowns, and metrics by date or custom range.

From

To

Total Paid Revenue

MYR 0.00

0 paid invoices settled

Outstanding Due

MYR 0.00

0 sent or pending payment

Total Invoices

0

Total volume: MYR 0.00

Quote Conversion

0.0%

0 of 0 quotes converted to invoice

Revenue Trend (MYR)

Monthly billed vs collected revenue

Collected Invoiced

Status Breakdown

Invoices & quotations health

Paid: 0

Sent: 0

Overdue: 0

Draft: 0

Recent Documents

Latest invoices and generated quotations

Type	Doc #	Customer	Date	Amount	Status	Action

Edit Customer Details

Manage full profile, billing, delivery locations, and portal security credentials.

Login as Client

General & Contact Details

Contact Person Name *

Company / Organization Name

Email Address *

Phone Number

Tax ID / SST / Registration Number

Client Portal Access & Security Credentials

Client Area Portal

Client Portal PIN / Password

Clients use this PIN along with their email to log in.

Portal Direct Access Token

Billing Address

Address Line 1

Address Line 2 (Unit / Floor / Building)

City

State / Province

Postal Code

Country

Shipping / Delivery Address

Shipping Line 1 (Street Address)

Shipping Line 2 (Unit / Gate / Loading Dock)

Delivery Contact Phone

City

State / Province

Postal Code

Country

Invoices Under This Customer

0 Invoices

Invoice #	Issue Date	Due Date	Amount	Status	Actions
No invoices found for this customer.

Administrative Notes

Subscriptions & Recurring 0 Total

Automate scheduled invoice generation, client retainers, and subscription billing cycles.

Status:

Active Subscriptions

0

Monthly Recurring (MRR)

MYR 0.00

Invoices Generated

0

Plan / Description	Customer	Frequency	Next Billing Date	Recurring Total	Status	Actions
Loading subscriptions...

Subscription Editor

Status:

How Recurring Subscriptions & Billing Automation Work

Admin Setup Guide

1 Start Date

The agreement start date. Changing frequency automatically calculates your Next Billing Date from here.

2 Next Billing Date

The exact date when the next recurring invoice generates. Advances automatically on each billing cycle.

3 Auto-Email on Billing

E-mails the newly generated invoice and payment link to the client when the billing date arrives.

4 Due Reminders

Based on Payment Terms, courtesy reminders automatically send X days before invoice due date per Settings.

Plan & Recurring Schedule

Frequency:

Plan / Retainer Name *

Start Date * Agreement / service start date

Next Billing Date * Auto-calculated from frequency & start date

End Date (Optional) Leave empty for continuous recurring

Auto-Email Invoice on Billing Date Automatically sends bill to client on billing date. Due reminders follow Settings.

Pay To (Issuer & Bank Details)

Select which entity and bank account recurring invoices are issued under.

Select Pay To Profile *

- Selected

Bank Instructions:

Billed To (Client Details)

Customer / Company *

Billing Email *

Customer Phone

Tax ID / SST (Optional)

Billing Address Line 1

Billing Address Line 2 (Optional)

City

State / Province

Postal Code

Country

Recurring Items & Services

Includes Tax/SST % rate per item

Description	Qty	Price (MYR)	Tax %

Currency:

Discount:

Subtotal: MYR 0.00

Tax / SST: MYR 0.00

Recurring Total: MYR 0.00

Payment Terms

Determines invoice due date (e.g. Net 14 = billing date + 14 days)

Notes & Transfer Reference Appears on invoices and client portal statements

Live Subscription Preview

Customers & Client Accounts 0 Total

Manage client billing/shipping addresses, contact details, and client portal access tokens.

Customer / Company	Contact	Billing Address	Invoices	Total Billed	Portal Link	Actions

Invoices 0 Total

Issue, track payments, send emails, and generate client shareable links.

Status:

Invoice #	Billed To	Issue Date	Due Date	Amount	Status	Actions

Quotations & Estimates 0 Total

Draft project estimates. Convert directly into an official invoice with one click or send to client.

Status:

Quotation #	Customer	Date	Valid Until	Estimate Total	Status	Actions

Invoice Editor

Status:

Invoice Meta

Currency:

Invoice Number *

Issue Date *

Due Date (Optional)

Pay To (Issuer & Bank Details)

Select which entity and bank account this invoice is issued under.

Select Pay To Profile *

- Selected

Bank Instructions:

Pay To (Issuer & Proposal Details)

Select which entity and bank account this quotation is issued under.

Select Pay To Profile *

- Selected

Bank Instructions:

Billed To (Client Details)

Customer / Company *

Customer Email

Customer Phone

Client Tax ID / SST (Optional)

Billing Address Line 1

Billing Address Line 2 (Optional)

City

State / Province

Postal Code

Country

Line Items

Includes Tax/SST % rate per item

Description	Qty	Price (MYR)	Tax %

Discount:

Subtotal: MYR 0.00

Tax / SST: MYR 0.00

Total Due: MYR 0.00

Payment Terms

Notes & Transfer Reference

Live Invoice Preview

Quotation Editor

Status:

Quotation Meta

Currency:

Quotation Number *

Quote Date *

Valid Until

Prepared For (Customer Details)

Customer / Company *

Customer Email

Customer Phone

Client Tax ID / SST (Optional)

Billing Address Line 1

Billing Address Line 2 (Optional)

City

State / Province

Postal Code

Country

Proposed Scope & Items

Description	Qty	Price (MYR)	Tax %

Discount:

Subtotal: MYR 0.00

Tax / SST: MYR 0.00

Estimate Total: MYR 0.00

Proposal Validity Terms

Proposal Notes & Deliverables

Live Quotation Preview

Email Configuration & Deliverability

Configure transactional SMTP / API credentials to send invoices directly to clients, and inspect delivery logs.

Provider Credentials

Select your transactional email service provider.

Email Provider

Sender Email ("From") *

Sender Name ("From Name") *

SMTP Host

SMTP Port

SMTP Username / API User

SMTP Password

Email Deliverability & Logs

Audit history of sent invoices and quotations.

Sent At	Document #	Recipient	Subject	Status	Provider

User Management

Manage administrator and team member access accounts to SR Invoice.

User Name	Email Address	Role	Created Date	Actions

Settings & Fixed Details

Configure your company profile, Malaysian bank details, and DuitNow QR code. Saved directly to PostgreSQL.

Pay To Profiles (Entities & Bank Accounts)

Manage issuer entities, addresses, and bank instructions. Invoices, quotations, and subscriptions pull from these profiles.

Profile & Entity Details	Default	Actions

Company Brand Logo

Used on invoice headers.

Automated Due Date Reminders

Send automated courtesy reminder emails before invoice due dates.

Reminder Schedule (Before Due Date)

14 Days Before Due 7 Days Before Due 1 Day Before Due

Overdue Policy: Once an invoice passes its due date, all automated emails stop immediately. Admins can then review overdue invoices manually on the dashboard to follow up, void, or cancel.

Scan to Pay QR Code

DuitNow Malaysia National QR code rendered under "Scan to Pay".

DuitNow QR

DuitNow Active

Upload New QR Code Image

QR Asset URL or Base64

Document Numbering & Running Sequences

Configure prefix, running number format, and starting sequence for invoices and quotations.

Auto-Sequenced

Invoice Number Format

INV-2026-0001

Prefix

Next Number

Format Pattern

Quotation Number Format

QUO-2026-0001

Prefix

Next Number

Format Pattern

Number Padding (Minimum Digits)

Document Defaults

Default values applied when creating new invoices or quotations.

Default Currency

Default Tax Rate (%)

Default Payment Terms

Default Notes / Footer Message

Security & Password

Change your logged-in administrator password.

Welcome to SR Invoice

Revenue Trend (MYR)

Status Breakdown

Recent Documents

Edit Customer Details

Invoices Under This Customer

Subscriptions & Recurring 0 Total

0

MYR 0.00

0

Plan & Recurring Schedule

Pay To (Issuer & Bank Details)

Billed To (Client Details)

Recurring Items & Services

Customers & Client Accounts 0 Total

Invoices 0 Total

Quotations & Estimates 0 Total

Invoice Meta

Pay To (Issuer & Bank Details)

Pay To (Issuer & Proposal Details)

Billed To (Client Details)

Line Items

Quotation Meta

Prepared For (Customer Details)

Proposed Scope & Items

Email Configuration & Deliverability

Provider Credentials

Email Deliverability & Logs

User Management

Settings & Fixed Details

Company Information

Pay To Profiles (Entities & Bank Accounts)

Company Brand Logo

Automated Due Date Reminders

Scan to Pay QR Code

Document Numbering & Running Sequences

Invoice Number Format

Quotation Number Format

Document Defaults

Security & Password

Search & Pull Client

Add Pay To Profile

Mark Invoice as Paid