Getting Started

From signup to your first invoice

This walks through exactly what happens when you sign up, so there are no surprises — and gets you to a real, working invoice in about five minutes.

1. 1

   Create your account

   Go to /register and enter your first name, last name, work email, and a password (at least 8 characters).

2. 2

   Tell us about your business

   Enter your organisation name, select your industry, and add your phone number. Selecting an industry pre-selects the modules most businesses in that industry use — you can enable or disable individual modules later from Settings.

3. 3

   Verify your email

   A one-time code (OTP) is sent to the email you signed up with. Enter it on the next screen to activate your account — you're taken straight to your Dashboard once it's verified.

4. 4

   Add your first product

   From the Dashboard, go to Products → Add Product. Give it a name and a unique SKU (two products can't share a SKU), and set a reorder level so the system can alert you when stock runs low.

5. 5

   Add your first customer

   Go to Customers → Add Customer. If they're a registered business, add their GSTIN — it's required when you invoice them as a B2B sale.

6. 6

   Create your first invoice

   Go to Invoices → New Invoice, pick the customer and the products, and generate it. If e-Invoicing is turned on in Settings, the IRN is generated automatically on the invoice. You can record a payment directly from the invoice's detail page once it's paid.