Dashboard
⚡ Today's Action Queue
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Total Revenue (All)
₹0
GST Collected (All)
₹0
Total Invoices
0
Total Purchases
₹0
Low Stock
0
Recent Invoices
No invoices yet
🎯 Lead Pipeline
🧊 COLD0
📞 CONTACTED0
📋 QUOTED0
🤝 NEGOTIATION0
✅ WON0
❌ LOST0
New Invoice
Items
Subtotal₹0.00
Discount₹0.00
Taxable Amount₹0.00
Grand Total₹0.00
🧾 Sales Invoices
⚡ Smart Invoice Capture NEW
Upload your sales invoice PDF/photo — auto-creates the invoice instantly
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Customers
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Products
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Stock / Inventory
Total Products
0
Low Stock
0
Out of Stock
0
Stock Levels
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Movement History
No movements yet
GST Reports
GSTR-1 JSON — Upload at gst.gov.in → Returns → GSTR-1 → Upload JSON
💰 Sales Invoices
Total Sales
₹0
GST Collected
₹0
Paid
₹0
Unpaid
₹0
⚡ Smart Invoice Capture NEW
Upload your sales invoice PDF/photo — auto-creates the invoice instantly
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📋 Purchase Orders
No purchase orders yet
New Purchase Order
PO Details
Supplier Details
GST Type
Items / Products
| Description | HSN | Qty | Unit | Rate (₹) | Disc% | GST% | Amount |
|---|
Subtotal₹0.00
Taxable Amount₹0.00
Total₹0.00
🛒 Purchases
Total Purchases
₹0
GST Paid
₹0
Transactions
0
⚡ Smart Invoice Capture NEW
Upload vendor invoice PDF/photo — auto-creates the purchase entry instantly
No purchases yet
New Purchase
Purchase Details
Supplier Details
GST Type
Items / Products
| Description | HSN | Qty | Unit | Rate (₹) | Disc% | GST% | Amount | Add Stock |
|---|
Subtotal₹0.00
Discount₹0.00
Taxable Amount₹0.00
Total₹0.00
📋 Quotations & Proforma
No quotations yet
New Quotation
Document Details
Customer Details
GST Type
Items / Services
| Description | HSN/SAC | Qty | Rate (₹) | Disc% | GST% | Amount (₹) |
|---|
Subtotal₹0.00
Discount₹0.00
Taxable Amount₹0.00
Total₹0.00
👤 Staff Users
Role permissions:
👑 Admin — Full access including reports, settings, user management
🧾 Billing Staff — Create invoices, quotations, view customers and products only
👁️ View Only — Can only view invoices and reports, cannot create or edit
👑 Admin — Full access including reports, settings, user management
🧾 Billing Staff — Create invoices, quotations, view customers and products only
👁️ View Only — Can only view invoices and reports, cannot create or edit
No staff users yet
📥 Import from Tally
How to export from Tally Prime:
📦 Products: Gateway → Masters → Inventory Masters → Stock Items → Alt+E → Excel
👥 Customers: Gateway → Masters → Accounts Masters → Ledgers → Alt+E → Excel
🧾 Invoices: Gateway → Display → Account Books → Sales Register → date range → Alt+E → Excel
📊 Stock: Gateway → Reports → Inventory Reports → Stock Summary → Alt+E → Excel
Save as CSV format when exporting. Then upload below.
📦 Products: Gateway → Masters → Inventory Masters → Stock Items → Alt+E → Excel
👥 Customers: Gateway → Masters → Accounts Masters → Ledgers → Alt+E → Excel
🧾 Invoices: Gateway → Display → Account Books → Sales Register → date range → Alt+E → Excel
📊 Stock: Gateway → Reports → Inventory Reports → Stock Summary → Alt+E → Excel
Save as CSV format when exporting. Then upload below.
Import Products from Tally CSV
Expected columns: Name, HSN, Unit, GST%, Sale Price, Opening Stock, Reorder Level, Category
First row must be header. Extra columns are ignored.
📄 Click to select CSV file
Products export from Tally (.csv)
Products export from Tally (.csv)
Import Customers from Tally CSV
Expected columns: Name, GSTIN, Phone, Email, Address
First row must be header. Extra columns are ignored.
📄 Click to select CSV file
Ledger/Customer export from Tally (.csv)
Ledger/Customer export from Tally (.csv)
Import Past Invoices from Tally CSV
Expected columns: Invoice No, Date, Customer, GSTIN, Item, HSN, Qty, Rate, Discount%, GST%, Amount
One row per line item. Multiple rows with same invoice number = same invoice.
📄 Click to select CSV file
Sales Register export from Tally (.csv)
Sales Register export from Tally (.csv)
Import Opening Stock from Tally CSV
Expected columns: Name, Opening Qty, Rate/Cost
Updates stock for existing products. Creates new products if not found.
📄 Click to select CSV file
Stock Summary export from Tally (.csv)
Stock Summary export from Tally (.csv)
Import Everything from Tally XML
Export full data from Tally: Gateway → Alt+E → XML → All Masters + Vouchers
This imports Products, Customers, Invoices and Stock all at once.
🗂️ Click to select Tally XML file
Full export from Tally (.xml)
Full export from Tally (.xml)
🏪 Branches / Locations
All Branches
No branches yet. Add your first branch above.
🧾 Receipts & Payments
Total Receipts
₹0
Total Payments
₹0
Net Cash
₹0
No vouchers yet
📒 Party Ledger
Select a party and date range to view ledger
📊 P&L Statement
Select date range and click Generate P&L
⚖️ Trial Balance
Select date and click Generate
💵 Cash Book
Opening Balance
₹0
Total Receipts
₹0
Total Payments
₹0
Select date range to view cash book
📝 Credit / Debit Notes
Credit Note — Issued when goods are returned by customer or price adjustment needed. Reduces customer's outstanding.
Debit Note — Issued when you return goods to supplier or claim price reduction. Reduces supplier's outstanding.
Debit Note — Issued when you return goods to supplier or claim price reduction. Reduces supplier's outstanding.
No credit/debit notes yet
🔍 Audit Trail
⚠️ Audit Trail — This log records every change made to invoices and purchases. It shows who made the change, when it was made, and what was changed. This cannot be deleted or modified.
Select date range to view audit log
📤 Export to Tally XML
How to import into Tally:
1. Download the XML file below
2. Open Tally Prime / Tally ERP 9
3. Go to Gateway of Tally → Import Data → Vouchers
4. Select the downloaded XML file → Import
5. All invoices, purchases, customers and products will be imported automatically
1. Download the XML file below
2. Open Tally Prime / Tally ERP 9
3. Go to Gateway of Tally → Import Data → Vouchers
4. Select the downloaded XML file → Import
5. All invoices, purchases, customers and products will be imported automatically
Export Settings
What gets exported
📋 Masters
✓ Customers → Sundry Debtors
✓ Suppliers → Sundry Creditors
✓ Products → Stock Items
✓ GSTIN for each party
✓ Suppliers → Sundry Creditors
✓ Products → Stock Items
✓ GSTIN for each party
🧾 Vouchers
✓ Sales invoices with GST
✓ Purchase invoices with GST
✓ CGST/SGST/IGST breakup
✓ HSN/SAC codes
✓ Purchase invoices with GST
✓ CGST/SGST/IGST breakup
✓ HSN/SAC codes
Business Setup
Business Logo
📷 Click to upload logo
PNG, JPG, SVG — max 2MB. Shows on invoices.
PNG, JPG, SVG — max 2MB. Shows on invoices.
Business Details
Email Settings (SMTP)
Configure your email to send invoices directly to customers. Each tenant uses their own email.
Gmail users: Use App Password, not your Gmail password. Go to Google Account → Security → 2-Step Verification → App Passwords → Generate.
Hostinger/Zoho: Use your email password directly. SMTP host is usually mail.yourdomain.com, port 587.
Hostinger/Zoho: Use your email password directly. SMTP host is usually mail.yourdomain.com, port 587.
Change Password
🛡️ Super Admin
Total Clients
0
Active
0
Total Invoices
0
Platform Revenue
₹0
Platform Settings
All Clients
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