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ERP Software for Service Industry

Shadobooks Service Industry ERP Software for Accounting, Billing & Business Management

Shadobooks combine invoicing, project costing, tax compliance, CRM, HRMS, and powerful AI tools into one secure, cloud-based platform. Every piece of data — from a purchase quotation to an employee attendance record — lives in one place, accessible from any device, backed up daily, and protected by robust security protocols.

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Our Retail ERP Modules

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Key Features of Shadobooks ERP Software for the Service Industry

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Billing and invoicing A professional sales invoice for the service sector, with customer details, billing and shipping addresses, sales agent, ledger and currency, a line item table with HSN code, MRP, rate, discount as percentage or fixed amount and tax, additional charges, and a compliant invoice total, shown over a decorative pink dotted background matching the other cards. TAX INVOICE INV-2026-0842 · 17 Sep 2026 GST compliant Currency: INR Bill to Meridian Consulting LLP 21 MG Road, Ernakulam, Kerala Ship to Same as billing Sales agent Anjali Nair Ledger: Sales — Services Item / HSN / MRP Rate Disc. Tax Amount Annual maintenance contract HSN 9983 · MRP ₹50,000 ₹45,000 10% GST 18% ₹47,790 On-site support — 2 visits HSN 9987 · MRP ₹8,000 ₹8,000 ₹500 GST 18% ₹8,850 Subtotal ₹53,000 Discount -₹5,000 Additional charges ₹300 Tax (GST 18%) ₹8,640 Total payable ₹56,940 Send invoice Download

Billing & Invoicing

Create professional sales and purchase invoices with customer or vendor details, billing and shipping addresses, sales agents, ledgers, currencies, HSN, MRP, rate, additional charges discount (percentage and fixed amount) and tax.

Every invoice is clean, compliant, and professional — ready to impress clients and satisfy auditors alike.

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Proposals, proforma and quotations A document flow view showing a sales proposal that converts into an invoice once approved, a proforma invoice that follows the same flow independently from accounting reports, and a purchase quotation that converts into a purchase invoice once confirmed, shown over a decorative pink dotted background matching the other cards. Sales proposal — PRO-0512 Meridian Consulting LLP · ₹53,000 Convert to invoice Proforma invoice — PFI-0207 Coral Textiles · ₹1,84,500 Not in accounts Convert to invoice Follows the same flow as a proposal, kept separate from accounting reports until converted Purchase quotation — PQ-0348 Sunrise Suppliers · ₹9.4L Proceed to purchase invoice Recent documents Document Status PRO-0510 — Sales proposal Invoiced

Proposals, Proforma & Quotations

Create professional sales proposals directly from Shadobooks— and convert approved proposals directly into invoices. Proforma invoices follow the same flow but operate independently from accounting reports.

Create purchase quotations from Shadobooks. Once a purchase quotation is confirmed, you can proceed with the purchase invoice.

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Payments and receipts A payment and receipt entry form with date, number, payment mode and transaction ID, a customer or vendor selection that shows pending invoices and available advance amounts, an option to apply the advance toward outstanding invoices, and a multi-receipt allocation table for splitting the amount across specific ledgers or accounts, shown over a decorative pink dotted background matching the other cards. Date 17 Sep 2026 Number RCT-2214 Payment mode Bank Txn ID UTR / ref no. Customer / vendor Meridian Consulting LLP Pending invoices INV-1042 · ₹18,200 INV-1047 · ₹9,400 Available advance ₹6,500 Apply to settle Allocate amount + Add line Invoice / Ledger Amount INV-1042 ₹18,200 INV-1047 ₹9,400 Advance ledger — Meridian ₹6,500 Total receipt amount ₹34,100 Record receipt

Payments & Receipts

Recording a receipt or payment by entering the date, number, payment mode, and transaction ID. When a customer or vendor is selected, associated pending invoices and available advances can be viewed.

Use existing advance amounts to settle outstanding invoices where applicable. Multi-receipt functionality lets you allocate amounts against specific ledgers or accounts.

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Chart of accounts and journals A chart of accounts view with ledgers organized into account groups and subgroups, opening balances for sales, purchase and bank accounts, a bulk import option for ledgers, and a journal entry form with debit and credit lines for manual adjustments, shown over a decorative pink dotted background matching the other cards. Chart of accounts Bulk import + New Assets Bank accounts HDFC Bank — Current a/c ₹4,82,400 Income Sales accounts Sales — Services ₹12,40,000 Expenses Purchase accounts Purchase — Raw materials ₹6,18,000 Set opening balance — HDFC Bank ₹4,82,400 Journal entry — JV-0118 Date 17 Sep 2026 Narration Reason for this adjustment Ledger Debit Credit Bad debts written off ₹4,200 — Sundry debtors — Coral Textiles — ₹4,200

Chart of Accounts & Journals

Create unlimited ledgers, organize them into account groups and subgroups, and configure opening balances for sales, purchase, and bank accounts. Import ledgers in bulk instead of creating every account individually.

Use journal entries for adjustments and other accounting transactions that require manual posting.

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Recurring and copy invoice A recurring invoice setup panel for subscription or regularly billed services with a schedule frequency and next generation date, a list of active recurring schedules, and a copy invoice action that duplicates an existing invoice into a new draft without re-entering details, shown over a decorative pink dotted background matching the other cards. Set up recurring invoice Customer Meridian Consulting LLP Frequency Monthly Start date 01 Oct 2026 Ends No end date Next invoice auto-generates on 01 Oct 2026 Save schedule Active recurring schedules AMC — Meridian Consulting LLP Monthly · Next: 01 Oct 2026 Active Support retainer — Coral Textiles Quarterly · Next: 15 Nov 2026 Active INV-2026-0812 · ₹47,790 Copy invoice

Recurring & Copy Invoice

Set up recurring invoices for subscription-based or regularly billed services. Invoices can be generated automatically based on the configured recurring schedule.

Copy an existing invoice to create a duplicate transaction without entering all the details again.This is particularly useful for businesses handling repeat customers and periodic service billing.

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Debit and credit notes A debit and credit note form for managing sales and purchase returns against an original invoice, with the returned items and amount specified and tax adjusted accordingly, and a notes ledger tracking customer-side credit notes and vendor-side debit notes for accurate accounts and tax records, shown over a decorative pink dotted background matching the other cards. New note Credit note Debit note Against invoice INV-2026-0812 · Meridian Consulting LLP Items to return / adjust Item Qty Amount On-site support — 2 visits 1 ₹8,850 Reason Visit not delivered as scheduled Return amount ₹7,500 Tax adjustment (GST 18%) ₹1,350 Total note value ₹8,850 Save note CN-0044 · Meridian Consulting LLP Customer

Debit & Credit Notes

Manage sales and purchase returns directly against the relevant invoices. Select the original invoice and specify the items or amount that need to be returned or adjusted.

Track customer-side and vendor-side adjustments within the accounting system. Keep return transactions organized for accurate accounts and tax records.

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Document management A document management panel for attaching business documents such as invoices, quotations and receipts directly to a transaction, with an upload area and a list of already attached files that can be accessed while reviewing or verifying the transaction, shown over a decorative pink dotted background matching the other cards. Attachments — INV-2026-0812 Meridian Consulting LLP · Sales invoice Drop files here or click to upload PDF, JPG, PNG up to 10MB Attached files PDF Signed proposal.pdf Uploaded 12 Sep · 1.2 MB View IMG Delivery receipt.jpg Uploaded 14 Sep · 640 KB View XLS Quotation breakdown.xlsx Uploaded 05 Sep · 84 KB View Files stay linked to this transaction — no separate folders needed

Document Management

Attach important business documents directly to their respective transactions and modules. Upload invoices, quotations, receipts, supporting documents, and other files.

Keep documentation connected to the transaction instead of maintaining separate folders for every activity. Access uploaded files when reviewing or verifying business transactions.

Integrated Modules for Service Businesses

Project Costing

Assign sales and purchases directly to specific projects, then track project-wise profit and loss and compare actual spend against the project budget.

Learn More

Tax Compliance

Support tax-related workflows with built-in support for e-invoice generation, VAT filing, and corporate tax reporting.

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Shadobooks Apps

Use the Shadobooks ERP app and invoice scanning app to access business information and capture invoice data on the go.

Learn More

AI-Integrated ERP

Interact with the ERP through AI to create invoices, receipts, and other entries. Ask questions and get assistance whenever you're stuck on any feature.

Learn More

HRMS

Manage the complete employee lifecycle from onboarding to payroll within Shadobooks, keeping HR and finance aligned in one unified platform.

Learn More

CRM

Capture, track, and nurture leads from first contact to closed deal, connecting the sales pipeline directly to the billing and proposal modules.

Learn More

Benefits of Using Shadobooks ERP for Service Businesses

Daily Automated Backups

Every transaction is automatically backed up daily, meaning a device failure or accidental deletion never results in irreversible data loss.

Enterprise-Grade Data Security

Shadobooks uses industry-standard encryption and access control protocols to ensure sensitive financial data, records, and information.

Multi-Currency Support

Handle billing and payments across multiple currencies, making the service companies work with international clients.

Service Business ERP Benefits

Faster Client Onboarding

From the moment a lead enters the CRM, the path to a signed proposal and first invoice is seamlessly connected.

Transparent Project Financial Performance

With project-wise P&L and actual vs budget tracking, service delivery teams and finance managers can see exactly how projects are performing.

Bulk Opening Data Migration

Bring existing ledger structures and sales or purchase opening entries into the ERP through integration with other software.

HOW IT WORKS

From Demo to Live in 4 Steps

1

Onboarding Call

Our team maps your business processes and configures Shadobooks around how you work, not a template.

2

Data Migration

We move your ledgers, items, vendors and customers cleanly with zero disruption to daily operations.

3

Team Training

Live hands-on training. Most users are comfortable by end of day one. It's that intuitive.

4

Go Live & Grow

Start invoicing, closing books and filing GST, with our Indian support team always available.

Book Free Demo Call Now
From Demo to Live in 4 Steps
Manufacturing FAQ

Frequently Asked Questions

Absolutely. The recurring invoice module lets you set up invoices on daily, monthly, or yearly cycles. Once configured, the system generates and logs the invoice automatically — keeping subscription revenue predictable and billing timely without any manual effort.

Yes. Shadobooks offers a dedicated mobile app that puts the entire ERP in your pocket — from generating invoices and approving payments to checking financial reports and managing employee records. The invoice scanning app further allows users to digitize paper invoices on the go.

Shadobooks employs enterprise-grade encryption and multi-layered access control to protect all financial, client, and employee data. Daily automated backups ensure that no data is ever permanently lost due to human error or technical failures.

Yes. Shadobooks supports multi-user access with role-based permissions, meaning team members see only the modules and data relevant to their function — keeping sensitive financial and HR information secure while enabling collaborative workflows.

Yes. The tax compliance module within Shadobooks covers e-invoice generation, VAT reporting, and corporate tax filings — all structured to align with regulatory requirements, helping service businesses stay compliant without relying on a separate tax tool.

The AI assistant within Shadobooks allows users to interact with the ERP through natural language — simply describe what you need, such as "create an invoice for Client A for consulting services," and the AI handles the data entry. The built-in chatbot also answers questions about navigating the platform in real time.

Yes. The project costing and tracking module allows service businesses to assign sales and purchases to specific projects and then view project-wise P&L reports and actual vs budget comparisons — making it easy to identify which projects are truly profitable.

Yes. Shadobooks supports bulk import of ledgers, sales opening entries, and purchase opening entries — making migration from a previous accounting system smooth and fast, without requiring manual re-entry of historical data.

Built for the Way
Your Business Works

Bring structure to the way your business operates, from the first customer interaction to the final transaction.

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Manufacturing App

What Our Clients Say

Shadobooks has helped us manage customer billing, payments, projects, and accounting activities in one system. Our team can access the same information without maintaining separate records.

AR

Arun Raj

Service Operations Manager

We handle multiple customers with recurring service arrangements. Shadobooks makes it easier for us to manage recurring invoices and maintain regular billing schedules efficiently.

SM

Suresh Menon

Client Services Manager

Managing service projects through Shadobooks gives us better visibility into project expenses, billing, and financial information. It helps our team keep track of each project more effectively.

NK

Nithin Kumar

Project Services Manager

We use different Shadobooks modules for our daily service operations, including invoicing, customer management, payments, and employee records. Having these functions connected makes our workflow more organized.

PV

Priya Varma

Service Administration Manager

The AI functionality provides our team with another convenient way to interact with the ERP. We can use conversational commands and access information while managing our day-to-day service activities.

FA

Faisal Ahmed

Service Business Director

Shadobooks has helped us manage customer billing, payments, projects, and accounting activities in one system. Our team can access the same information without maintaining separate records.

AR

Arun Raj

Service Operations Manager

We handle multiple customers with recurring service arrangements. Shadobooks makes it easier for us to manage recurring invoices and maintain regular billing schedules efficiently.

SM

Suresh Menon

Client Services Manager

Managing service projects through Shadobooks gives us better visibility into project expenses, billing, and financial information. It helps our team keep track of each project more effectively.

NK

Nithin Kumar

Project Services Manager

We use different Shadobooks modules for our daily service operations, including invoicing, customer management, payments, and employee records. Having these functions connected makes our workflow more organized.

PV

Priya Varma

Service Administration Manager

The AI functionality provides our team with another convenient way to interact with the ERP. We can use conversational commands and access information while managing our day-to-day service activities.

FA

Faisal Ahmed

Service Business Director

Ready to Start with Shadobooks
ERP for Your Service Business?

Manage billing, projects, accounting, customers, employees, tax compliance, and business records from one connected ERP platform.

Book Your Free Demo

Built for Every Service Business

IT & Software Services

01

Digital Marketing Agencies

02

Management Consulting Firms

03

Accounting & Auditing Firms

04

Legal
Services

05

Business Process Outsourcing (BPO)

06

Facility Management Services

07

Cleaning & Maintenance Services

08

Recruitment & Staffing Agencies

09

Training & Education Services

10

Event Management Companies

11

Real Estate & Property Management

12
Decoration

Shadobooks ERP Solutions

The Financial Shadow of your Company