BMexaHelp centre

Channel partners

Generating an invoice

For channel partner firms. Pick the bookings, get the bill sheet with GST worked out, download the builder’s own bill format already filled in, and raise the bill in one flow; the same for resale buyers and sellers.

Introduction

CRM › Generate invoice (also the Generate invoice button on Bills and payments) is for the person who raises the firm’s bills. It knows the brokerage due on each approved booking, what was billed before, and each project’s billing company, so the figures are right before anything is typed into a bill. It needs the Raise bills permission.

The card at the top, Your firm details, is what goes on every bill: legal name, RERA registration number, GSTIN (blank means no GST is charged), PAN and address. Click Edit to correct it.

Billing a builder

  1. Under 1. Who is billed, keep Builder and pick the builder. One bill goes to one builder and one of its billing companies; each project bills its own.
  2. Under 2. Pick the bookings, tick the bookings this bill covers. Each row shows the client, booking, unit, area, basis, brokerage earned, Billed before, anything Waived and what is Left. Bill now (₹ or %) lets you bill part of what is left. If the project’s billing company is incomplete, Fill in asks for its legal name, GSTIN, PAN, project RERA number and address. Someone with Record payments can Waive off the rest of a booking, with a reason.
  3. Under 3. Bill sheet, check the taxable value, IGST or CGST + SGST, the grand total and the amount in words, and type an Invoice no. if you have one. Then download: Download filled <builder> format (an Excel or Word format the builder shared with a fill-in set up), Download bill sheet (PDF), Download bill sheet (Excel), or Download <builder> bill format blank.
  4. Print, sign and stamp the bill, then click Raise this bill under 4. The Raise bill dialog opens pre-filled with the amount, GST and the bookings; attach the signed PDF and save.

The builder’s bill formats

The panel <builder>’s bill formats lists what the builder shared through BMexa, and lets you Upload format yourself (Excel, Word or PDF up to 5 MB) when a builder sends one by email: a label, the project it applies to, and the file. A project’s own format wins over the general one. Set up fill-in on an Excel or Word format maps the bill sheet’s figures onto its cells or fields, so every later bill downloads already filled.

Billing a resale buyer or seller

Switch 1. Who is billed to Resale buyer or seller. Each side of a resale is billed on its own bill; 2. Pick the buyer or seller lists the resale bookings with the deal value, basis, brokerage, billed before and what is left, and Bill now again bills part of it. Here the bill goes on your invoice format (upload one under Your invoice formats), and Charge GST on this bill can be unticked with a reason for a client who is not charged GST. Raise this bill records it under the To buyers and sellers tab.

Updated on 29 October 2026