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Printing and signage

Printing and signage businesses: job quotes, proofs and advances

Printing and signage are job businesses. Every order is custom, priced from size, material and quantity, approved by proof, and cannot be resold if the customer changes their mind.

  • Job quotes in minutes
  • Advance before you print
  • Every job tracked to the bill
  • Works on your own Tally

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Works with your TallyPrime14-day free trialJaipur team, call +91 70738 53555

Built for printing and signage businesses

Who it’s for

  • Offset pressesBooks, brochures, letterheads and packaging runs
  • Digital print shopsVisiting cards, short runs and photo products, mostly walk-in
  • Flex and large-format printersBanners, hoardings and vinyl priced per sq ft
  • Signage makersACP boards, acrylic letters, LED and glow signs with fitting
  • Screen and textile printersT-shirts, bags and uniforms printed by the piece
  • Label and carton printersRepeat orders from manufacturers on monthly credit
  • Advertising and event agenciesMany sites, tight dates and clients who pay slowly

Pain → fix

The problems we fix

The everyday headaches of printing and signage businesses, and what changes when the books are on every phone.

  • The problemQuotes calculated by hand for every job

    Size, material, finishing and fitting are added up again on a calculator, and two staff quote the same job differently.

    With Cashflow OSA branded quotation on WhatsApp, line by line

    Each component goes on its own line with your logo, terms and validity, and the approved quote becomes a sales order or Tally invoice.

    See how it works
  • The problemJobs delivered before the advance is collected

    Printed material cannot be resold, so a cancelled job after printing is a straight loss.

    With Cashflow OSProforma invoice with your bank and UPI details

    Ask for the advance in a proper document the customer can pay from, and start production once it shows in the party's ledger.

    See how it works
  • The problemJobs forgotten between design, print and fitting

    A job passes through three hands and the extra frame or second visit never reaches the bill.

    With Cashflow OSEach job stays open as a service job until billed

    Record the job, add material and service charges as the work goes on, then close it and invoice it into Tally.

    See how it works
  • The problemOutsourced job work billed late

    The lamination or die-cutting bill arrives weeks later, after the customer was charged without it.

    With Cashflow OSA purchase order to the job-work unit at send-out

    A branded purchase order records the outside work and its rate when the job leaves your shop, so the cost is known before you bill.

    See how it works
  • The problemAgency and corporate dues lost in one big ledger

    Thirty small jobs a month make it hard to see which ones are still unpaid.

    With Cashflow OSBill-wise outstanding and ageing for each client

    See every unpaid job bill for a client and how old it is, from your Tally books, and share the statement on WhatsApp.

    See how it works
  • The problemPaper, flex and vinyl stock not matching

    Rolls and reams vanish into wastage and misprints and nobody notices until the count.

    With Cashflow OSStock summary from Tally, exported for the count

    Open the stock summary on the phone or export it to Excel and compare it with the monthly roll and ream count.

    See how it works

Features

How Cashflow OS works for printing and signage businesses

01

Quotations with every component on its own line

How it works. Put flex by the sq ft, frame by the running foot, design and fitting as separate lines, with your letterhead and terms. Share it as a PDF on WhatsApp or email and convert it into a sales order or Tally invoice when approved.

  • The customer sees what the money pays for
  • Same format whoever is at the desk
  • No retyping when the job is confirmed

In practiceRathore Sweets wants a 10 x 4 ft flex with an iron frame and fitting. The quote shows 40 sq ft at ₹22, frame ₹2,800, design ₹500 and fitting ₹1,000: ₹5,180 before GST.

Quotations with every component on its own line
02

Advance first, with a proforma invoice

How it works. Send a proforma invoice with your bank and UPI details for the advance. When the money arrives and is recorded in Tally, it shows against the customer in the party ledger.

  • A clear document for the customer's accounts team
  • Advance visible in the party ledger on your phone
  • Production starts only after payment shows

In practiceA school orders 2,000 diaries at ₹48 each, ₹96,000. You send a proforma for a 50% advance of ₹48,000 and send the files to the press once it is in the ledger.

Advance first, with a proforma invoice
03

Each job tracked until it is invoiced

How it works. Open a service job for a print or signage order, dispatch the fitter, add items and service charges as the work changes, then close it and invoice it into Tally.

  • Extra material at site gets added, not forgotten
  • Open jobs list shows what is still pending
  • Invoice goes into Tally when the job closes

In practiceA shop-front job for Mehta Medicals: ACP board, acrylic letters and LED fitting. The fitter needs 6 running ft of extra frame at site, it is added to the job, and the job closes with an invoice of ₹38,500.

Each job tracked until it is invoiced
04

Client dues and statements on the phone

How it works. Bill-wise outstanding and ageing for every agency, school or corporate client come from Tally. Share a statement as a PDF in Tally's format before you take on the next rush job.

  • Oldest unpaid jobs show first
  • Statements shared on WhatsApp in a tap
  • Decide on credit before the machine starts

In practiceAn event agency in Indore has ₹1,72,000 across nine jobs, three of them past 60 days. You share the statement and ask for a payment before printing their next 40 standees.

Client dues and statements on the phone
05

The day's numbers without calling the office

How it works. Home shows today's sales, receipts, payments, cash and bank against the period before, and an evening summary arrives as a push notification.

  • See the day's billing from the shop floor or a site
  • Evening summary of sales, receipts and payments
  • Alert when a voucher is changed or deleted in Tally

In practiceAt 9 pm the summary shows ₹64,300 billed and ₹41,000 received, so you know which advances to chase in the morning.

The day's numbers without calling the office

Know your trade

A guide for printing and signage businesses

How the business works, where money gets stuck, and the GST points to watch.

Kinds of printing businesses

The trade covers offset presses printing books, brochures, stationery and packaging; digital print shops producing short runs, visiting cards and photo products; large-format and flex printers making banners, hoardings and vinyl graphics; signage makers producing acrylic letters, LED boards, shop fronts and glow signs; and screen and textile printers. Many businesses do some work in-house and outsource the rest to other units.

Customers include shops, schools, hospitals, builders, political and event organisers, corporates and agencies. Agencies and corporates order repeatedly but pay on credit; walk-in and event customers want speed and often pay in advance.

Peaks and rush jobs

Printing demand clusters around elections, festivals, school admissions, the financial year end (diaries, calendars, annual reports), exhibitions and wedding seasons. Rush jobs pay well but create mistakes: proofs skipped, advances not taken, outsourcing arranged at any price. Before a known peak, stock up on the paper, flex and vinyl you use most, agree rates with job-work partners, and decide which jobs you will turn down. A rush job delivered late or with an error costs more than a job declined politely. During the peak, keep a simple board or list of every open job with its proof status, advance received, due date and outsourced parts, and review it every morning.

Pricing a job

A printing or signage quote is built from material, machine time, finishing, design, installation and margin. Flex and vinyl are priced per square foot, offset jobs by quantity and paper, signage by size and construction.

ComponentBasisExample
Flex printingPer sq ft10 x 4 ft = 40 sq ft
Frame and fixingPer job or per running ftIron frame, 28 running ft
DesignPer jobOne concept, two revisions
InstallationPer jobAt height, with ladder or scaffold

Write each component on the quotation. Customers accept prices more easily when they can see what they are paying for, and you can see which part of the job earns money. See quotation best practices.

Proofs, approvals and reprints

Most disputes in printing come from proofs: a spelling mistake, a wrong phone number, a colour that looks different on paper than on screen. Send a proof for every job, get approval in writing (a WhatsApp reply counts if it is clear), and keep it with the job. If the customer approved the error, the reprint is a new chargeable job; if the press made the error, it is your cost. Without a recorded approval, the press usually bears it.

Advance before production

Because printed material has no resale value, take an advance before production, especially from new customers. A proforma invoice with your bank and UPI details makes it easy to pay; see proforma versus tax invoice.

Materials and stock

Paper is bought in reams and sheets of different sizes and weights, flex and vinyl in rolls by width and length, inks and consumables by the litre or cartridge, and signage material in sheets. Wastage is part of the process: set-up sheets, trims, misprints. Record roll and sheet consumption against jobs where possible, and count rolls and reams monthly. A roll of flex that disappears without a matching job is money lost. Our stock audit checklist helps.

Job work and outsourcing

Many presses send work out: lamination, die-cutting, binding, LED fitting, or a whole job to another unit with a machine they lack. The outsourced cost must be added to the customer's bill and the supplier's bill recorded against the job. When outsourcing is tracked on paper, supplier bills arrive weeks later and the job has already been billed at a price that did not include them. Record outsourcing against the job when the work is sent out.

GST points

Printing can be treated as a supply of goods or a supply of services depending on who provides the content and the material, and the rules have been clarified over time; take advice on how your jobs should be billed. Signage with installation may be a composite supply. Paper, flex, inks and equipment purchases carry their own rates. Check current rates on the GST portal. This is general information, not tax advice.

Cashflow OS and Tally for printers

Cashflow OS works with your TallyPrime books. Quotations and proforma invoices with your logo, letterhead, bank and UPI details go out on WhatsApp or email, and a quotation converts into a sales order or Tally invoice when approved. Service jobs can track each print or signage job with items and charges until it is closed and invoiced. Purchase orders to job-work suppliers carry your branding. Agency and corporate outstanding is on the phone. See quotations.

This page is general information for Indian businesses, not tax, legal or financial advice. Rules and rates change — check the official portals or your CA before acting.

Set-up

Up and running in 4 steps

No new software to learn for your accountant — Tally stays as it is.

  1. 1

    Install the Tally Connector on the PC that runs TallyPrime

  2. 2

    Sign in with your mobile number and scan the QR the connector shows

  3. 3

    Add your logo, letterhead, bank and UPI details for documents

  4. 4

    Invite the front desk, designer and fitters with a link and a role

Start your 14-day free trialWe’ll set it up with you

Buyer’s checklist

What to look for in software for printing and signage businesses

Whatever you choose, check these before you commit.

  • Quotations with each component on its own line: material, finishing, design, fitting
  • Proforma invoices with bank and UPI details to collect advances
  • A way to keep each job open until it is billed, including extra work at site
  • Purchase orders for outside job work, so its cost is known before billing
  • Bill-wise client outstanding with ageing, shareable on WhatsApp
  • Stock of paper, rolls and sheets in the same books as your sales
  • Staff roles, so the front desk and fitters do not see your full accounts
  • Works with your existing Tally books instead of a second set of records

Plans

Simple yearly plans

  • 14-day free trial on your own books
  • 3-year term saves up to 25%
  • Premium modules (catalogue, field force, price lists, store…) priced extra

Start free trialGet the price for your business

Compare all plans
  • Growth₹3,000/year + GSTBooks, reports, outstanding and sharing
  • Pro₹5,000/year + GSTEverything in Growth, plus entries into Tally
  • Pro+₹7,000/year + GSTEverything in Pro, plus e-invoice and e-way bill

Why Cashflow OS

Why printing and signage businesses choose Cashflow OS

  • Documents that look like your pressYour logo, colours, letterhead and signature on quotes, proformas and purchase orders.
  • Advance before productionProformas with bank and UPI details make it easy for customers to pay first.
  • Jobs do not slip throughService jobs stay open until closed and invoiced, so extra work gets billed.
  • Your Tally stays the booksEntries from the phone go into TallyPrime and Tally checks each one.
  • Owner's view anywhereSales, receipts, dues and an evening summary on the phone, in English or Hindi.
  • 14 days freeTry it on your own press's Tally data before deciding.

Questions printing and signage businesses ask

Can I send a printing quote with my letterhead from the phone?
Yes. Cashflow OS creates quotations with your logo, colours, letterhead, signature and bank details and shares them as PDF.
How do I request an advance before printing?
Send a proforma invoice with your bank and UPI details, and record the advance against the customer in Tally when it arrives.
Can I track each job until billing?
You can use service jobs to record a job, add items and charges, and close and invoice it into Tally.
Can I send purchase orders to lamination or binding units?
Yes. Purchase orders carry your logo and terms and go out as a PDF on WhatsApp or email.
Can a fitter add extra material at the site?
Service jobs support technician dispatch, and items or service charges can be added before the job is closed and invoiced. What each person can do depends on the role you give them.
Is printing billed as goods or services under GST?
It depends on who supplies the content and the material, and the position has been clarified over time. Take advice from your accountant on your kind of jobs. This is general information, not tax advice.
Will my accountant's work in Tally change?
No. Tally stays the books of record. Entries from the phone go in only after the owner switches writing back on, and Tally validates each one.
Can I see which clients owe me the most?
Yes. Bill-wise outstanding with ageing and a top customers report come from your Tally data, with Excel and PDF export.
Can agencies get different rates from walk-in customers?
With the price lists module you can set customer types, for example A, B and C, with discount rules that fill rates automatically in documents and orders.
Can I use the app in Hindi?
Yes. The app and reports work in English and Hindi, and each person picks their own language.

Cashflow OS · works with TallyPrime

Your Tally. Wherever you are.

Ledgers, outstanding, GST views and reports from your Tally on every phone in the team — and entries that go back into Tally.

  • 14-day free trial on your own books
  • Android, iPhone and web
  • English and Hindi

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