Sanil CRM

Sign in to Sanil CRM with Google, enter your business and contact details, and land on your dashboard ready to create invoices.

Pick a client, add line items and tax, save your invoice and print it or share a payment link. Numbers are assigned automatically.

Keep your clients in one list, bill an individual or a company, mark leads and customers, and see a summary for each client.

Add many clients at once from a spreadsheet saved as CSV. Which columns you need and what happens to rows that are skipped.

Send a price in advance with a quote. Quotes use the same editor as invoices, with their own numbering.

Choose a prefix and length for your numbers, change where the count continues from, and understand when a number is assigned.

Save the tax rates you use, choose one as your default, and archive or restore a rate without changing old invoices.

Log a payment against an invoice or on its own, choose how it was paid, and let the invoice move to Paid automatically.

Invite teammates by email as owner, admin or staff, see what each role can do and revoke an invite or remove a member.

Add your business name, logo and contact details, and choose the defaults for currency, tax and timezone that new documents start with.

What each card and chart on the Sanil CRM dashboard counts, including outstanding, overdue, collected and top clients.

Connect your eSewa merchant account, then send clients a payment link on any unpaid invoice. Payments go straight to you and are recorded for you.

What the message about a document being changed elsewhere means, and whether to reload their version or save anyway.

Why line items, tax and the client are locked once an invoice has payments, and what to do if you need to correct it.

Which actions need an owner or admin role, why a staff member sees read-only settings, and how to ask for a different role.

What to check when Copy payment link is missing, the link does not open, a client cannot pay, or a payment does not show up.

Why you see an empty business, a different business or an invitation, and how to switch or accept the invite you were sent.

Your data belongs to your business and its members only. How sign-in works, who sees a payment link, and what your clients can see.

Sanil CRM uses Google sign-in only. How to sign up, sign in, sign out and use a different Google account.