01
Set up the item master
Create reusable products and services before daily billing begins.
- Open Item master.
- Add name, SKU, category, unit, purchase price, MRP, and selling price.
- Enter tax rate, opening stock, and low-stock alert where relevant.
- Save the item and verify it appears in the item list.
02
Record stock movements
Use manual adjustments for receipts, corrections, damage, and stock leaving outside an invoice.
- Open Stock.
- Choose the item and Stock in or Stock out.
- Enter the quantity and a useful reason or reference.
- Save and verify the movement history and current stock.
03
Create an invoice
Build an itemized invoice and review totals before saving.
- Open Invoices and choose a saved customer or enter customer details.
- Add saved inventory items or custom service lines.
- Review quantity, MRP, selling price, tax, discount, date, and due date.
- Choose a template and create the invoice.
- Open the saved record to download PDF, email, or update status.
04
Record customer payments
Keep paid amounts and outstanding dues attached to the invoice.
- Open the relevant invoice.
- Add the received amount, payment mode, date, and reference.
- Review the remaining balance and invoice status.
- Remove an incorrect payment record and enter the corrected one when necessary.
05
Review business reports
Use a date range to understand sales, dues, stock, and estimated profit.
- Open Reports.
- Choose the From and To dates.
- Refresh the report.
- Review sales, receivables, low stock, customer activity, and estimated profit.
- Export CSV when further analysis or accountant review is needed.
06
Know when to use GST Billing Suite
Move to the flagship suite when India-specific tax and compliance depth matters.
- Use this app for lightweight item, invoice, stock, payment, and report records.
- Use GST Billing Suite for deeper GST invoices, masters, audit, reconciliation, and compliance-oriented workflows.
- Confirm statutory requirements with a qualified accountant or adviser.
FAQ
Troubleshooting notes
Common questions that can save a support request.
Can I add a service without stock?
Yes. Create a reusable service item or add a custom line directly to an invoice.
Why does estimated profit differ from accounting profit?
The operational report uses the item and invoice data available in the app. It is not a complete statutory accounting calculation.