Problems we solve · Money

Know exactly what each solar customer still owes.

The advance came in, a second payment was promised after installation, and a third after net metering. Months later nobody is sure what is pending on which job. Cash that should be collected sits idle, and expenses go unapproved. Pending collections are a visibility problem before they are a finance problem.

Book a demo See the signs

What are pending collections? Money owed by customers on jobs already sold or delivered. They grow when receipts are tracked in a notebook or sheet instead of against the job, and when nobody is reminded to collect.

Signs you have it

How money goes missing.

Balance unknown

No quick answer to what a customer still owes.

Receipts in notebooks

Payments recorded outside the system.

Expenses without proof

Costs claimed with no bill and no approval.

Late accounting

The accountant reconstructs jobs at month end.

How HelioLattice fixes it

Every rupee tied to a job.

Record against the project

Receipts, expenses and payment requests are raised against the project they belong to, with proof attached.

Receipt→Expense→Proof

Review and approve

Claims are verified by someone other than the person who raised them, then approved and posted.

Verify→Approve→Post

See the balance

Each project shows collected and pending amounts, with receivable and payable outstanding.

Collected→Pending→By status

Hand off to accounts

Export claims to Excel, Tally XML or Tally JSON, and read ageing reports for what is overdue.

Export→Tally→Ageing

What changes

Money you can see.

Pending balance per job

Open any project and see what has been collected and what remains.

  • Receivable outstanding
  • Claims by status

Approval with proof

Evidence on every claim, a reviewer and an approver recorded on each.

  • Self-verification blocked
  • Clarification step

Ageing reports

Accounts ageing and finance claims reports show what is overdue and where.

  • Owner and accountant views
  • Role-based access

Clean exports

Structured exports for your accountant in the formats they already use.

  • Excel
  • Tally XML and JSON

Keep exploring

Connected pages.

Payments and expenses →

The module behind this fix.

Reports →

Finance and ageing reports.

Service and AMC →

AMC receipts on the same system.

Questions

Common questions.

Can we see the pending amount on every job?
Yes. Every project shows collected and pending amounts and its claims by status.
How do we make sure expenses are real?
Claims carry attachments, are verified by a different person from the submitter, and approved before posting.
Does it work with Tally?
HelioLattice exports claims to Tally XML and Tally JSON, and to Excel, so your accountant continues in the package they already use.
Can the owner see who owes the most?
Accounts ageing and finance claims reports give owners and accountants a view of what is overdue.

See what is pending on your open jobs.

Bring a few jobs with advances and balances and we will show their money position.

Book a demo The payments module