# Billing software demo checklist

VASUYASHII | Reviewed 28 September 2026

A blank worksheet for comparing an agreed software demo. The rows describe questions to test, not a promise that every feature is included.

[Current service scope](https://www.vasuyashii.com/vasuyashii-erp#invoice-billing)

## Prepare the session

Use synthetic records and role labels. Do not put student or patient details, client names, contact information, bank details, credentials or live invoices into this worksheet or the public enquiry form.

- Session date: ______
- Demo/product version: ______
- Business alias: ______
- First workflow to evaluate: ______
- Reviewer role: ______

- Business type and approximate monthly invoice volume: ______
- Required invoice fields without a real client invoice: ______
- Purchase, payment and return rules: ______
- Devices, access roles, migration, training and support needs: ______

## Record the demonstration

Result choices: Not reviewed / Shown with sample data / Needs configuration / Needs confirmation / Out of scope. A shown result applies only to the tested version and scenario.

| Workflow | Ask to see | Result | Evidence reference or gap | Next action / owner role |
|---|---|---|---|---|
| Invoice creation | Use Synthetic Customer A and Sample Item A. Inspect quantity, rate, configured tax, discount and final total together. | Not reviewed | — | — |
| Payment and dues | Record a sample partial payment and compare the invoice balance, payment history and customer dues. | Not reviewed | — | — |
| Purchase and supplier | Review a sample purchase and its supplier balance. Confirm whether purchase orders, partial receipt and other required steps are in scope. | Not reviewed | — | — |
| Correction or return | Request the agreed correction, cancellation and return workflow; inspect its effect on linked payment and stock records. | Not reviewed | — | — |
| PDF and sharing | Inspect a sample PDF and supported sharing route using synthetic details. Confirm required print layout and device behavior. | Not reviewed | — | — |
| Reports and access | Compare the relevant invoice, receipt and purchase totals for the same sample period, then inspect the permitted staff actions. | Not reviewed | — | — |

## Scope and quotation

- Included configuration and modules: ______
- Custom work and exclusions: ______
- One-time, recurring and third-party costs: ______
- Data transfer and verification responsibility: ______
- Hosting, backup and restore responsibility: ______
- Training and support coverage: ______
- Acceptance criteria and responsible role: ______

## Decision

- Findings still requiring evidence: ______
- Next step: Further demo / Scoped pilot / Proposal review / Not a fit
- Decision date and role: ______

VASUYASHII Business Suite is an ERP-lite billing and inventory product. Invoice generation does not establish full accounting, statutory filing or live e-invoicing integration. Confirm specialist requirements separately.

Keep completed worksheets in your private project workspace. Use the public enquiry only for a non-sensitive summary of your requirements.