Help center

Step-by-step InvoBill guides for GST invoicing, purchases, stock, payments, reports and offline work.

Getting started

Add customers and suppliers — Add a party with the right type, GSTIN, state, opening balance, credit limit and payment terms, so tax and balances come out right.
Add products and services — Add a product or service with the right HSN or SAC, GST rate, prices, opening stock and tracking.
Set up your company and financial year — Create your company, add its locations, and create the financial year before the first invoice.
Start here: the InvoBill workflow — The order to set InvoBill up in, and how one record leads to the next.
Your first 15 minutes on a phone — Sign up, create your company, add your first products and customer, and make your first bill, step by step, from an Android phone or iPhone.

Create a GST sales invoice — Pick a customer, add items, check the tax split, choose cash or credit, save, then print or share. Every screen, step by step.
Use Quick Sale for counter billing — Search or scan, build the cart, take cash, UPI or card, hold a bill, and print a receipt. Every tap from the counter screen.
Quotation, sales order, delivery challan and invoice — How the sales documents connect, and which ones you really need.
Handle returns and credit notes — Issue a credit note for a return, an overcharge or a late discount, instead of editing a finished invoice.
Send or print a bill — Share a PDF from your phone, print an A4 invoice, print an 80mm or 110mm thermal receipt, reprint a counter receipt and set your default format.
Take UPI payments at the counter — Add your UPI ID once. Quick Sale then prints a QR for the exact amount on the receipt. Step by step, including split payments and what to check.
Sell on credit (udhaar) and collect the money — Create a credit bill, set a due date and credit limit, see who owes you, and record each payment against the right bills. Step by step.
Fill an invoice by typing it (AI quick entry, Beta) — Type a bill in plain words and InvoBill pre-fills the customer and items for you to review. It never saves on its own.

Purchase order → goods receipt → purchase invoice — Raise a purchase order, receive the goods, then enter the supplier bill against the receipt. Each screen and button, and what each step does to stock and money.
Record expenses and debit notes — Add an expense with category, payment mode and receipt, optionally scan a bill, and know where debit notes live.
Scan a bill to fill an expense — Photograph or upload a supplier bill and InvoBill pre-fills the expense for you to check. Multi-page bills and unknown suppliers are handled.

Understand how stock moves — Which screens add, remove or move stock, and exactly how to use Stock Issue, Stock Receive, Stock Transfers and Stock Journal.
Plan reorders and manage price lists — Find low-stock products, create purchase orders in one go, and set customer-group prices with price lists. Every screen and button.
Transfer stock between locations — Send stock from one location to another in two steps: Dispatch, then Receive at the destination.
Fix a stock mismatch with a stock audit — Create an audit task, enter the physical count, give a reason for any difference and resolve it.
Track batches, expiry and serial numbers — Turn on tracking in the product, capture batches and serials at receipt and sale, and watch expiry on the Expiry Radar.

Receive and make payments — Record money you receive from customers and pay to suppliers, allocate it to bills, and see what stays on account.
Reconcile a bank account — Import a CSV bank statement, match each line to your records, and clear the differences.
Accounting, ledgers and financial statements — Where to review your books: ledgers, trial balance, balance sheet and profit and loss.

Prepare GST returns and reconcile data — Export GSTR-1 JSON, read the GSTR-3B summary, use the Returns Workbench, and compare GSTR-2B with your books. What is built and what is not.
GST basics in InvoBill — How the tax split is decided and what to check on every invoice. This explains the app, not tax law.
E-invoice and e-way bill: what is available — E-invoice (IRN) and e-way bill need a connected GST provider. This explains what you see and what to do.

Choose the right report — Which report answers which question, and what to check before you export.

Invite users and assign roles safely — Invite a team member by email or a temporary password, give them the least access they need, and know what each role can and cannot do.
Move your data from BUSY — Bring your masters and balances from a BUSY backup into InvoBill with the Data Migration wizard, and see what is not supported yet.
Share your catalogue, give your CA access, and what Self Checkout is — Share your product catalogue on WhatsApp, give your accountant read-only access, and understand that Self Checkout is a demo for now.
Keyboard shortcuts — The shortcuts that work in InvoBill on a laptop or desktop, and the ones the in-app cheat sheet lists that do not match.
Set up the invoice document format — Pick or edit the invoice template, preview it, and check the output on your own printer.
Back up, export and recover your data — Download a backup file, restore it on a new phone, bring back a deleted record from the Recycle Bin, and export reports for your accountant.

What works offline — Which records InvoBill keeps on your device so billing can continue without internet, what still needs a connection, and how to get ready before the network drops.
Understand sync status and conflicts — What Pending sync, Syncing, Sync failed, Sync stopped, Synced and Needs review mean, and how an administrator resolves a conflict.
Install InvoBill as an app — Install InvoBill on your phone or computer so it opens like an app and keeps working with weak internet.

The app is offline or will not sync — Step by step what to do when records stay Pending sync or show Sync failed, without losing any work.
A document or total looks missing — Check the usual causes before you re-enter anything, so you do not create duplicates.
Contact support with useful details — What to include when you write to support, and what to never send.
Cannot sign in, change your password or open a page — What each sign-in problem means and what to do. Never share your password.