Dashboard

#At the top

The count beside the title is every document for the business selected in the sidebar, including estimates, challans and cancelled invoices. New Invoice starts a blank invoice.

#The Getting started list

New installs show four steps. Each ticks itself off once you have really done it, and has a button that takes you there:

It disappears when all four are done, or when you close it with ✕. Read the 5-minute guide opens this documentation in your browser.

#Overdue invoices and reminders

When any invoice is overdue, a red banner shows how many and how much is outstanding. Click the banner to show only overdue invoices.

Remind All lists each overdue invoice with the client, amount and phone number. Remind opens WhatsApp with a polite reminder already written, such as "Invoice INV/0012 for ₹11,800 was due on 5 Sep 2026. Kindly arrange the payment…".

#The four totals

They cover only the selected business and only real sales. Tax invoices, bills of supply and composition bills count. Credit notes are subtracted. Proforma estimates, delivery challans and cancelled invoices are left out. Foreign-currency sales are shown on their own line, never added to rupees.

#Low stock

If alerts are on in Settings, products at or below your threshold are listed, with Out of Stock in red or the number left in amber. Click one to open Products.

#Finding an invoice

✕ clears all filters at once.

#Choosing the columns

Columns lets you show or hide: Date, Invoice #, Type, Client, Amount, Currency, Status, Due date, Print count and Actions. Currency, due date and print count are hidden to start. The Paid column is always shown. Your choice is remembered.

A yellow note icon next to a client means the invoice has a private note. Point at it to read it.

#Status

Each invoice is Unpaid, Partial, Paid, Overdue or Cancelled. Recording payments sets it for you. Each time the Dashboard opens, unpaid and part-paid invoices past their due date become Overdue, and the row shows how many days late they are.

You can also change it from the dropdown on the row. Choosing Paid records a payment for the rest of the balance, so your payment history stays complete.

#Recording a payment

1. Open itClick the ₹ Payment button on the invoice. The top line shows the total, what is paid, and the balance.
2. Fill it inEnter Amount Received, the Payment Date (today to start), the Payment Mode (Bank Transfer, UPI, Cash, Cheque, Card or Other), and a note such as the transaction ID.
3. Record itClick Record Payment. The status becomes Partial or Paid, and a printable receipt opens.

A cancelled invoice cannot take a payment; change its status back first.

If the amount is more than the balance, you are asked whether to record it as an overpayment. The extra is kept as the client's credit, to use on their next invoice.

Under Payment History, each payment has Receipt to reprint it, a pencil to edit it, and a bin to delete it. The status is worked out again after any change.

#The payment receipt

It shows your business details, PAYMENT RECEIPT, the receipt number, date, invoice, payment mode and note, "Received with thanks from" the client, the amount (in words for rupees), the invoice total, total paid and balance, and signature lines. Print Receipt prints it on A5.

#What you can do with an invoice

#Cancelling an invoice

Cancel asks first, then marks the invoice cancelled. It keeps its number, which GST requires, but no longer counts in totals, reports or GST returns, and any stock it used goes back.

To undo it, change the status on the row back to Unpaid, Paid or another status. The stock is taken out again. A cancelled invoice is never shown as overdue.

#Printing many invoices as one PDF

The Quick print buttons combine invoices from the list as it is currently filtered into one PDF, one invoice per page:

• All shown: every invoice in the list
• Unpaid: only those marked Unpaid, not part-paid or overdue
• Overdue and Paid

For more than five invoices, a message shows how far it has got. For more than 100, you are asked first.

#Ticking several invoices

Tick the box on each row, or the box in the header for every visible row. A bar appears with:

Ticks stay when you change the filters, so check the count before acting.