InvoBill is a web app that keeps a working copy of your records on the device. When the network drops, you can keep billing. This article lists what is stored for offline use and what is not.
Get ready while you are online. Offline work depends on data the device has already loaded. Open InvoBill once with internet, sign in, and open the pages you use, such as Quick Sale, Invoices and Products. A device that has never loaded your products cannot sell them offline.
Records kept on the device for offline use
- Selling: invoices and their items, sales orders, delivery challans, credit notes, and the trade schemes needed to price a cart.
- Buying: purchase orders, goods receipts, purchase invoices, and debit notes.
- Catalogue and people: products, batches, parties and expenses.
- Money: payments, accounts, ledger entries, bank accounts and bank transactions, and cash tally sessions.
- Stock: the stock ledger and stock audit tasks.
- Costing and factory work: cost centres, and production, quality check and job work records.
Do this while offline
- Open Quick Sale or Sales > Invoices > New Invoice as usual.
- Bill the customer and save. The document is saved on the device first.
- Look for the sync status next to the record. It reads Pending sync while it waits for the network.
- When you reconnect, InvoBill sends the pending records. The status changes to Syncing… and then Synced. See Understand sync status and conflicts.
What needs internet
- Stock Transfers, Stock Journal, Stock Issue, Stock Receive, Price Lists and Quotations. They are not on the offline list.
- GST return exports use cached data when offline. The Returns Workbench shows Offline, using cached data and the time it was fetched. Fetch fresh data before you export.
- Administration: users and roles, sessions, the CA Portal, the owner pages, subscription renewal and password changes.
- WhatsApp catalogue sharing and data migration.
Signing in without internet
The status badge at the top shows Online, or one of these offline states: Offline · trusted device, Offline · enrolled device, Offline · no local account or Offline · sign-in unavailable. If you see the last two, this device cannot sign you in offline. Sign in once while online on every device you plan to use offline.
Good habits
- Do not clear the browser's site data while records are Pending sync. You would lose them.
- If several counters sell the same item offline, confirm scarce stock by hand. Each device may not know what the others sold.
- Reconnect at least once a day so the pending records are sent.