Finance module — Trade Node

GST invoices, ledgers, payments and credit notes in one place.

Billing that starts from the dispatch, not from re-typing. Invoices carry the right GST, ledgers stay current, and returns become proper credit notes instead of pencil adjustments.

What it does for you

• Invoice from the dispatch: Generate the GST invoice from the dispatch challan, with e-invoice IRN where turnover requires it — quantities and rates flow through, nothing re-entered.
• Running party ledgers: Every invoice, payment and credit note lands in the buyer’s ledger with a live balance staff can read out.
• Payments logged, not remembered: Record NEFT, UPI and cheque receipts against invoices; part-payments and advances stay visible.
• Returns as credit notes: Goods coming back become credit notes that restock inventory, credit the ledger and net off in GST reports.
• Printouts that match the books: Invoices, challans and account statements print from the same records — no parallel Word files.

What's inside — 9 sub-modules

Buying Finance switches on these sub-modules in your Trade Node portal:

• Invoices: GST invoices generated from dispatch challans — quantities, rates, HSN and tax breakup flow through without re-typing. Where turnover requires it, e-invoices register with the portal and print with IRN and QR code.
• Sales Returns: Goods coming back become credit notes tied to the original invoice — stock returns to the warehouse, the buyer’s ledger is credited, and GST reports net off the return automatically.
• Ledger: A running ledger per party — every invoice, payment, credit note and adjustment with a live balance staff can read out on the phone.
• Payments: NEFT, UPI, cheque and cash receipts recorded against invoices, with part-payments and advances kept visible. Online gateway checkout is supported where enabled.
• Documents: Invoices, challans and account statements print from the same records that sit in the books — no parallel Word files to maintain.
• Enterprise Finance & Consolidation: Run group reporting and the finance close without mixing entity books: controlled trial-balance snapshots, inter-company matching, consolidation adjustments, Schedule III mappings, audit and direct-tax workpapers, maker-checker sign-off, budgets and forecasts in one governed workspace.
• MCA XBRL Statutory Reporting: Prepare MCA XBRL filings (AOC-4 XBRL, CFS and NBFC) on immutable, version-addressed taxonomy packages: applicability assessment, filing workspaces that freeze signed-off financials, reusable versioned mappings, typed facts with full lineage, deterministic validation and instance XML generation, review with maker-checker submit/approve/lock, roll-forward and taxonomy migration impact.
• Corporate Secretarial Governance: A statutory secretarial workbench built on the same group-entity foundation: effective-dated, immutable compliance rule packs (MCA with SEBI LODR and RBI overlays) that carry their source references, require an authorised applicability confirmation and always ship a professional-advice disclaimer. Maintain the corporate profile, office-holder, committee and beneficial-owner registers; run maker-checker capital transactions that post tamper-evident member, charge and SBO registers with as-of exports; hold board and general meetings with quorum, attendance, interest/abstention and voting checks through to signed minutes; manage disclosure requests, a compliance calendar with evidence and escalation, and ROC filing workspaces (AOC, MGT, DIR, PAS, SH, CHG, DPT, BEN, MSME) with review, approval, lock, SRN, challan and acknowledgement — all on an append-only audit trail. Seeded reference content is operator-confirmed descriptor material, never invented statutory rules or due dates.
• In-House Legal Operations: A confidential workbench for your own legal team. Every matter is walled off behind explicit membership — view, edit or lead — so even administrators cannot read matter content unless they are members, and a guessed link simply returns nothing. Staff raise structured legal intake that stays private to them until a legal member triages and converts it into a matter. Inside a matter, track contracts with immutable, hash-locked versions and their obligations, disputes and litigation with hearing dates, provisions and contingent liabilities, notices and correspondence, and external-counsel budgets against spend, all on an append-only, tamper-evident audit trail. Maintain an IP, licence and regulatory portfolio with renewal reminders, and keep effective-dated, immutable applicability rule packs that carry source references, need an authorised confirmation and ship a professional-advice disclaimer — never presented as legal advice.

Pricing & activation

Live monthly pricing in ₹ (ex-GST) is shown on this page and on the pricing page. Modules activate online from your account the moment payment goes through and can be cancelled anytime — they run to the end of the paid period.

Where this fits in the platform

Finance belongs to the money in the Trade Node deck, which walks through the whole platform in the order a buyer asks about it. Weighing this against a full suite? Read the comparison with Odoo, Zoho and TranZact.

More modules

• Trade module — Daily rates, orders, quotes and dealer schemes on one desk.
• Catalog module — One product master behind rates, stock and billing.
• Work Management module — Leads, follow-ups, tasks and projects for the whole team.
• Operations module — Dispatch, inventory, logistics and the gate in one flow.
• Partners module — Dealer and customer accounts with credit limits and approvals.
• Engagement module — Circulars, support tickets and team chat that stay on record.
• Insights module — Reports, exports and a who-did-what security console.
• ERP module — Purchases, full books and an enterprise-grade finance close.
• Integrations module — Tally export, GST portal sync and partner APIs.
• HR module — Employees, badge attendance, leave and payroll runs.
• AI module — Vision AI for documents, faces and plates — plus a built-in assistant.
• Factory module — Recipes, work orders and machines on the shop floor.
• Contracts module — Tender and contract jobs, from work order to final bill.
• Staff Benefits module — PF, PPF and staff insurance, handled like the books depend on it.
• Batch & Quality module — Every lot traceable — from goods in to the customer who received it.
• Farm & Mill Intake module — Weigh it, grade it, price it, settle it — the gate to the books in one line.
• White-Label & Contract Manufacturing module — Make for every client brand — to the agreed spec, recipe and quantity.
• Export Desk module — Export orders, foreign-currency invoices, packing lists and bank realisation in one place.
• Capital Equipment & Service module — Configured quotations, commissioning, installed base, maintenance contracts and service calls for the machines you sell.