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How-To Guides

Practical, step-by-step walkthroughs for the most common day-to-day tasks.

Create a sales invoice

1
Open Sales → Invoices
From the sidebar, expand Sales and click Invoices, then New Invoice.
2
Pick the customer
Select an existing customer or create one inline. Their GSTIN and place of supply drive the tax treatment.
3
Add line items
Choose items, quantities and rates. CGST/SGST (intrastate) or IGST (interstate) is calculated automatically per line.
4
Review totals & save
Check taxable value, tax and grand total, then save. The invoice posts a balanced double-entry journal.
5
Send / e-invoice
Generate the IRN and e-way bill if applicable, then email the invoice to the customer.

Use the quick-create + shortcut that appears on the sidebar item to jump straight to a new invoice.

Record a vendor bill

1
Open Purchases → Bills
Expand Purchases and click Bills → New Bill.
2
Select the vendor and date
Enter the vendor, bill number, bill date and due date.
3
Capture lines & tax
Add purchased items/services with rates and GST. Input tax credit is tracked automatically.
4
Save & post
Saving posts the purchase journal and increases the vendor's outstanding balance.
5
Manage from the list
Each row in Bills has an Actions column — View, Edit (drafts only), Delete/Void, plus Post to Ledger and Record Payment. Filter by status, vendor, date range or amount range.

Editing bills

Only draft bills can be edited (vendor, dates, lines, tax). Once posted, a bill must be voided & reversed rather than edited, to keep the ledger audit-clean.

Faster with AI

Drop a PDF bill into Smart Capture and the AP agent extracts the vendor, lines and tax for you to approve.

Receive a customer payment

1
Open Sales → Payments Received
Click New Payment.
2
Choose customer & invoice
Allocate the amount to one or more open invoices, or record an advance.
3
Set mode & date
Pick the payment mode (cash, bank_transfer, upi, cheque, card) and date.
4
Save
The invoice balance updates and a receipt journal is posted.

Make a vendor payment

1
Open Purchases → Payments Made
Click New Payment.
2
Pick vendor & bill
Allocate against open bills.
3
Confirm bank account & save
The bill balance reduces and a payment journal is posted.

Post a manual journal

1
Open Accountant → Manual Journals
Click New Journal Entry.
2
Add debit & credit lines
Pick ledgers and amounts. The entry must balance — total debit equals total credit.
3
Add narration & save
Saved entries appear in the Manual Journal Register report.

A journal will not save until Debit = Credit. The footer shows the running difference.

Reconcile a bank account

1
Open Banking → Bank Accounts
Select the account and import or sync transactions.
2
Run Smart Recon
Open Banking → Smart Recon. The AI engine suggests matches between bank lines and ledger entries.
3
Approve matches
Accept suggested matches or adjust manually, then mark the statement reconciled.

Run and export a report

1
Open Reports → All Reports
Browse by category or search by name.
2
Set the period
Pick the date range or as-of date. Financial reports default to the current study fiscal year.
3
Export
Use Export CSV to download, or print to PDF from your browser.

Most reports support search, sortable columns and a running total footer.
Receivables/payables and ageing reconcile to Tally and your Excel study.