Help centre

Setting up your business and raising your first invoice.

• What do I need to set up before my first invoice?
• Can I use the software without a GSTIN?
• How do I raise my first invoice?
• Is there a way to try invoicing before I sign up?
• Can I import my existing customers and items?
• Can I use it on my phone?
• Where do I change my business address or logo?

Building, numbering, styling and sending your invoices.

• How do I change my invoice number format?
• Can I change how the invoice PDF looks?
• Can I issue invoices in a language other than English?
• Why do some invoice languages show a footnote?
• How do I send an invoice to a customer?
• Can I edit an invoice after issuing it?
• What is the round-off on my invoice?
• Can I put a UPI QR code on the invoice?
• Can I raise a delivery challan or a bill of supply?
• How do I record a discount?
• Can I duplicate an invoice?

How the software applies GST — and where to ask a professional instead.

• Why is my invoice showing IGST instead of CGST and SGST?
• Which GST rates can I choose?
• Which rate applies to what I sell?
• Is GST added on top of my price or included in it?
• How do I find the HSN or SAC code for a line item?
• Can I apply TCS or deduct TDS?
• Does it produce my GST returns?
• Can I generate an e-invoice IRN or an e-way bill?
• What happens if my customer has no GSTIN?

Recording what you have been paid and chasing what you have not.

• How do I record a payment against an invoice?
• Can I record a part payment?
• When do payment reminders go out?
• A customer says they have paid but the invoice still shows as due. What should I check?
• How do I stop reminders for one customer?
• Can I personalise the reminder email?
• Can I chase a single invoice outside the schedule?
• What is the difference between an aging report and a customer statement?
• Do I get told when an invoice goes overdue?
• Can I record a payment that is not against a specific invoice?

Quoting, revising and converting to an invoice.

• How do I turn an accepted quotation into an invoice?
• What do the quotation statuses mean?
• What happens when a customer asks for changes?
• Do quotations expire on their own?
• Can a quotation become a sales order instead of an invoice?
• Is a quotation a tax document?
• Can quotations need approval before they go out?

Customer records, GSTIN, ledgers and statements.

• Why does the customer's state matter?
• Can I verify a customer's GSTIN?
• If I correct a customer's state, do their old invoices change?
• Which address decides the tax on an invoice?
• How do I see what a customer owes me?
• Can I set agreed rates for a particular customer?
• Can I keep supplier records too?

Recording spend, purchase bills and bank reconciliation.

• How do I record a business expense?
• How do I change the list of expense categories?
• How do I record an expense paid in cash?
• What is the difference between an expense and a purchase bill?
• How do I see where my money went?
• Can I raise a purchase order?

Limits, upgrades and what happens to your data.

• What are the limits on my plan?
• What happens when I hit my monthly invoice limit?
• What happens to my data if I downgrade?
• Is there a free trial?
• Can I run more than one business on one login?
• How do I download a copy of my invoices and customer list?

Logins, team members, permissions and notifications.

• Can I add my staff or my accountant?
• Can I control what a team member can see?
• How do I invite someone?
• I forgot my password. What now?
• Can I get notified without opening the portal?
• Is there an audit trail of who changed what?