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.

You do not need a computer or a printer to start. A phone with a browser and an internet connection is enough for setup. This guide takes you from nothing to a finished first bill. Follow the steps in order.

Before you start: keep your GSTIN (if you have one), your shop address, and your bank and UPI details handy. Have two or three products and one regular customer in mind.

Part 1: Create your account (about 2 minutes)

  1. Open invobill.net in Chrome (Android) or Safari (iPhone).
  2. You see Welcome to InvoBill with two tabs: Sign In and Sign Up. Tap Sign Up.
  3. Enter your Full Name, Email, Password and Confirm Password, then submit the form. To skip passwords, use Continue with Google or the Apple option instead.
  4. If you forget the password later, use the reset link on the Sign In tab. InvoBill emails you a reset link.

What you see next: a Welcome to InvoBill screen that says Let's set up your first company. You'll be the owner with full admin access. Tapping Cancel here signs you out.

Part 2: Create your company (about 5 minutes)

The company form has three tabs across the top: Basic Info, Address and Bank & Invoice. You can move between them before you save.

Tab 1: Basic Info

  1. Industry Persona (required). Tap the tile closest to your business. The options are General Trading, Pharmacy, Electronics, Apparel, Restaurant, Bakery & Confectionery, Automobile, Freelancer / Services, Furniture, Jeweller, Transporter & Logistics, Stationery & Books, Pharma Retail, Pharma Wholesale / Manufacturing and Manufacturing. The persona changes which modules, labels and defaults you see for this company. If unsure, pick General Trading. You can change it later and your data is kept.
  2. Company Name (required). Your legal or billing name.
  3. Trade Name (optional). The name customers know you by.
  4. GSTIN. Type the 15-character number. If the format is right you see Valid GSTIN format under the box. Leave it blank if you are not registered.
  5. GST Type. This unlocks once you enter a GSTIN. Choose Regular, Composition Scheme, Unregistered or Consumer.
  6. State (required). It decides whether sales to customers in the same state use CGST + SGST or IGST.
  7. PAN (optional).
  8. FSSAI No. The form asks for this when you create a new company. It must be exactly 14 digits (spaces and hyphens are ignored). If you see FSSAI No. is required, enter your number. Pharmacy personas also ask for a Drug Licence No.
  9. Phone and Email for your business.

Tab 2: Address

Fill Address Line 1, Address Line 2 (optional), City, State, Pincode and your Website if you have one. This is printed on your bills.

Tab 3: Bank & Invoice

  1. Bank Name, Branch, Account Number and IFSC Code. These appear on invoices so customers can pay you by transfer.
  2. UPI ID, for example yourshop@bank. Add it now if you want a payment QR on counter receipts. See Take UPI payments at the counter.
  3. Invoice Numbering: set an Invoice Prefix (default INV), an optional Invoice Suffix, the Starting Number (your first invoice starts from it), Number Padding and the Invoice Number Format.
  4. Payment Settings: set Default Payment Terms, from Due on Receipt to Net 7, 15, 30, 45, 60 or 90 days. This becomes your usual due date for credit bills.

Tap Create Company. A message says Company created successfully and you land in the app.

Part 3: Put InvoBill on your home screen (about 2 minutes)

Open invobill.net/install and follow the steps shown for your phone. Once installed, InvoBill opens from its own icon like any other app. See Install InvoBill as an app for details.

Part 4: Add three products (about 3 minutes)

  1. Open the menu and go to Inventory > Products.
  2. Tap Add Product. A window titled Add New Product opens with tabs: Basic, Pricing, Volume, Stock, Tracking, Customer Mappings and Recipe.
  3. On Basic: enter the Product Name (required). Add an SKU / Item Code, the HSN / SAC Code, a Barcode (scan or type), Category and Brand if you want them. Choose the Base Unit (UQC). Switch on This is a service only for services.
  4. On Pricing: choose the Tax Type and GST Rate (%), then enter your Purchase Price (₹), Selling Price (₹) and MRP (₹).
  5. On Stock: enter your Opening Stock (what is on the shelf today). Set a Low Stock Alert and Reorder Level if you want warnings.
  6. Tap Create Product. Repeat for two more items.

Part 5: Add one customer (about 1 minute)

  1. Go to Sales > Parties and tap Add Party.
  2. Enter the Party Name, set Type to Customer (or Supplier, or Both), and add GSTIN, Phone and address if known. For a credit customer, set a Credit Limit (₹) and Payment Terms (days).
  3. Tap Create.

You can skip this step for walk-in sales.

Part 6: Make your first bill

Option A: a counter sale in Quick Sale

  1. Go to Quick Sale in the menu.
  2. Search by name, SKU or HSN in the box that says Scan barcode or search products..., or scan a barcode. Each item you pick appears in the Cart.
  3. Leave the customer as Walk-in customer, or pick a saved one.
  4. Tap Pay (F2). The Complete Payment window shows the Total Amount.
  5. Pick Cash, UPI or Card. For cash you can type the amount Tendered. For UPI, add the transaction reference. For card, add the last 4 digits.
  6. Tap Complete Sale. A strip appears saying Receipt ready with the invoice number and total.

Option B: a tax invoice for a customer

  1. Go to Sales > Invoices and tap New Invoice.
  2. Tap the customer button (Select Customer (or leave for Cash)) and search for your customer. For a walk-in buyer, choose Cash Customer from the list. You must pick one or the other before you can add items.
  3. In the Items card, click the Search item… box on the empty row, type a product name and pick it. Fill the Qty and Rate columns. Tab moves across the row, and Enter commits the line and starts the next one.
  4. Check the totals: Subtotal, Taxable Amount and the CGST/SGST or IGST split.
  5. Tap Save Invoice. The invoice number is assigned at this moment.

Next, see Send or print a bill to hand it to your customer.

If something goes wrong

  • A required field is highlighted in red: scroll to it, fix it and save again. The company form keeps what you typed as a draft.
  • You cannot sign in: see Can't sign in, change password or access a page.
  • You are offline: setup needs internet. Once your products and parties have loaded, billing can continue offline. Open the app once while connected before relying on offline billing.