Start here: the InvoBill workflow

The order to set InvoBill up in, and how one record leads to the next.

InvoBill works best when you set the base once. After that, each document feeds the next one.

CompanyProductsPartiesTransactionsReports

Setup order

  1. Company and financial year. See Set up your company and financial year.
  2. Products and services. Add the HSN or SAC code, GST rate, prices and opening stock. See Add products and services.
  3. Customers and suppliers. Add the state, and the GSTIN for registered parties. See Add customers and suppliers.
  4. A test invoice. Check the print layout and tax split. See Create a GST sales invoice.
  5. Team members. Invite them only after you know which role each person needs. See Invite users and assign roles safely.

Find things fast

  • On a keyboard, press Ctrl + K (Cmd + K on Mac) to open the command palette and jump to any page.
  • The sidebar groups are Sales, Purchases, Inventory, Operations, Finance, GST, Reports, Channels and Settings & Admin.
  • Quick Sale, Invoices and Dashboard are pinned at the top of the sidebar.
On a phone, install InvoBill to your home screen and open it once online. See Install InvoBill as an app and What works offline.