CerebraQ ERP User Manual - Complete Guide for Indian Businesses

Q: What happens to my data if I change my phone?

No data is lost. Install CerebraQ ERP on your new phone, log in with the same account credentials, and the app will sync all your data from the cloud to the new device.

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1. Getting Started

Installation on Android and Windows, then first login

System Requirements

Platform	Minimum	Recommended
Android	Android 8.0 (Oreo), 2 GB RAM	Android 11+, 4 GB RAM
Windows	Windows 10, 4 GB RAM, 1 GB free storage	Windows 11, 8 GB RAM, 5 GB free storage
Internet	Required for first-time activation and cloud sync	Works offline after activation; syncs when online
Screen	Android: 5-inch display	Windows: 13-inch or larger

Android Installation (APK)

1

Receive the APK file

Contact us to receive the CerebraQ ERP APK file via WhatsApp or email. We send you a direct download link.
2

Enable installation from unknown sources

On your Android phone, go to Settings → Security (or Privacy on newer Android) and enable "Install from Unknown Sources" or allow it for your browser/file manager. This is required because the app is distributed outside the Play Store.
3

Open and install the APK

Tap the downloaded APK file from your notifications or file manager. Tap "Install" on the confirmation screen. The app icon will appear as "CerebraQ ERP".
4

Log in with your credentials

Open the app and enter the username and password provided by us at the time of purchase. Tap Login.

⚠️ Note: The "Unknown Sources" setting only needs to be enabled during installation. You can turn it off again afterwards for security. Your data stays safe on the device and synced to the cloud.

Windows Installation (.exe)

1

Get the Windows installer

Contact us to receive the CerebraQ_ERP_Setup.exe installer file.
2

Run the installer

Double-click the .exe file. If Windows SmartScreen shows a warning, click "More info" → "Run anyway". Follow the installation wizard — accept the defaults and click Next until Install.
3

Launch CerebraQ ERP

Find "CerebraQ ERP" in the Windows Start Menu or double-click the desktop shortcut to open the application.
4

Log in with your credentials

Enter the username and password we provided. Both the Android and Windows apps share the same account — your data syncs automatically across devices.

💡 Same Account, Both Platforms: Your Android phone and Windows PC share a single account. Any invoice created on Android will appear on Windows after the next sync, and vice versa. There is no extra setup needed.

⚙️

First-Time Setup Checklist

Complete these steps before creating your first invoice

1️⃣
Enter your Business Name & Address — Appears on every invoice. Go to Settings → Business Profile. (details below)
2️⃣
Enter your GST Number (GSTIN) — Required for GST invoices. Go to Settings → Business Profile → GST Details.
3️⃣
Set currency symbol to ₹ — Default is ₹ (Indian Rupee). Verify in Settings → Invoice Settings.
4️⃣
Upload your business logo — Go to Settings → Business Profile → Logo, tap "Upload Logo" and select your logo image. Appears on PDF invoices.
5️⃣
Add your products/items — Go to Inventory → Products → Add Product. (→ Inventory)
6️⃣
Add your customers and vendors — Go to Parties → Add Customer / Add Vendor. (→ Parties)
7️⃣
Set invoice prefix and number — Customize your invoice numbering in Settings → Invoice Settings (e.g. "INV-", "GST-", "2025-").

Business Profile Settings

Field	Description
Business Name	Your company / shop / firm name — printed prominently at the top of every invoice.
Address	Full registered address. Printed on invoices for GST compliance.
Phone / Mobile	Contact number shown on invoices.
Email	Business email — optional, shown on invoices if filled.
GSTIN	Your 15-digit GST Identification Number. Mandatory for generating GST invoices.
State	Your registered state — used to determine CGST/SGST (intra-state) vs IGST (inter-state) automatically.
Logo	Upload a PNG or JPG logo (recommended: 200×200 px). Appears on PDF invoices and the app header.
Currency Symbol	Default ₹ (Indian Rupee). Shown on all amounts in the app.

💡 Tip: The GSTIN you enter here will appear on every invoice you generate. Double-check it carefully — an incorrect GSTIN can create compliance issues.

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2. Dashboard

Your business at a glance

The Dashboard is the first screen you see after logging in. It shows a real-time snapshot of your business — all key numbers in one place so you can make quick decisions without digging into reports.

Dashboard Summary Cards

Today's Sales

Total invoice value of all sales created today (paid + unpaid).

Cash in Hand

Total cash received from sales and payments, minus cash expenses and withdrawals.

Bank Balance

Running total based on bank receipts (UPI/Card/cheque) and payments recorded in the app.

Total Receivables

Amount your customers owe you — sum of all unpaid and partially paid sales invoices.

Total Payables

Amount you owe your vendors — sum of all unpaid and partially paid purchase bills.

Net Profit (This Month)

Approximate monthly profit: Sales − Purchases − Expenses for the current calendar month.

Revenue Trend Chart

Below the summary cards you'll find a bar chart showing daily sales revenue for the last 7 or 30 days (toggle with the buttons at the top of the chart). Use this to spot your busiest days and slow periods.

Top Customers

The Top Customers section shows the 5 customers with the highest purchase value in the current month. Tap any customer name to open their full ledger — all their invoices and payment history.

✅ Tip: All amounts on the dashboard are live — they update the moment you save a new invoice or payment. There is no need to refresh manually.

🧾

3. Sales Invoicing

Create GST invoices, collect payment, and share with customers

CerebraQ ERP generates fully compliant GST invoices with CGST, SGST, and IGST support. Invoices are auto-numbered and can be shared as PDF via WhatsApp or email.

Creating a New Sales Invoice

1

Go to Sales → New Invoice

Tap the "+" button on the Sales screen or tap New Invoice from the main menu.
2

Select the Customer

Tap the Customer field and search by name or phone. If the customer is new, tap "Add New Customer" to create them on the spot — no need to go to the Parties screen first.
3

Add Items

Tap "Add Item", search for a product, enter the quantity. The unit price and HSN code are auto-filled from your product catalogue. Repeat for each item in the order.
4

Set GST Type

Select the applicable GST type:
CGST + SGST — for sales within the same state (intra-state).
IGST — for sales to a buyer in a different state (inter-state).
The app may auto-detect this based on your state vs the customer's state if the customer's GST state is set.
5

Apply Discount (optional)

Enter a flat discount amount (e.g. ₹50) or a percentage (e.g. 5%) in the Discount field. The discount is applied before GST calculation.
6

Select Payment Type

Choose Cash, UPI, or Card. For partial payments, see the Payment Status field below.
7

Set Payment Status

Choose the payment status:
Paid — Full amount received. Updates Cash in Hand or Bank Balance accordingly.
Partial — Enter the amount received. The remaining balance is tracked as a receivable in the customer's ledger.
Unpaid — Full amount outstanding. Entire invoice amount goes to receivables.
8

Save & Generate PDF

Tap "Save Invoice". A PDF is instantly generated. You'll see buttons to Print, Share via WhatsApp, or Send via Email.

What's on the GST Invoice PDF?

Section	Contents
Header	Your business name, logo, address, GSTIN, phone, email
Invoice Details	Invoice number, invoice date, due date (if credit)
Bill To	Customer name, address, GST number (if registered)
Item Table	Sr. No., Item Name, HSN Code, Qty, Unit, Rate, Taxable Value, GST%, GST Amount, Total
Tax Summary	Subtotal, Discount, CGST / SGST / IGST breakup, Round-off, Grand Total
Amount in Words	Grand Total written in words in Indian English (e.g. "Rupees Five Thousand Two Hundred Only")
Footer	Bank details, terms & conditions (if configured), authorized signatory

Sharing via WhatsApp

1

After saving the invoice, tap "Share WhatsApp".
2

WhatsApp opens with the customer's phone number pre-filled (if stored in the customer record). The invoice PDF is attached.
3

Tap Send in WhatsApp. The customer receives the PDF instantly.

💡 Tip: Always save the customer's WhatsApp number in their profile. This way sharing invoices takes just one tap — no typing needed.

Editing or Cancelling an Invoice

•Edit: Go to Sales, find the invoice, tap the Edit icon. You can modify items, discount, and payment details. Editing regenerates the PDF with the same invoice number.
•Cancel: Tap the invoice → tap Cancel Invoice. A cancelled invoice is retained for audit purposes but is excluded from all sales totals. Stock is reversed automatically.

⚠️ GST Compliance: If you have already shared an invoice with a customer and need to correct it, cancel the original invoice and create a fresh one with a new invoice number. Do not edit an invoice after it has been shared, as this can cause reconciliation issues.

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4. Purchase Management

Record purchases from vendors, track payables, manage stock

Every time you buy goods from a vendor, record it as a Purchase Bill in CerebraQ ERP. This automatically updates your inventory stock levels and adds the amount to your payables if not fully paid.

Recording a Purchase

1

Go to Purchases → New Purchase

Tap "New Purchase" or the "+" button on the Purchases screen.
2

Select the Vendor

Search for your vendor by name. If new, tap "Add New Vendor" to add them quickly.
3

Enter Vendor's Invoice Details

Enter the vendor's invoice number and invoice date from their physical bill. This helps in reconciliation during GST filing.
4

Add Purchased Items

Tap "Add Item" and select the product. Enter the quantity and purchase price (rate). The app adds the purchased qty to your current stock automatically upon saving.
5

Set Payment Status

Paid — You have already paid the vendor. Partial — Enter the advance/partial amount paid. Unpaid — Full amount is payable. All outstanding amounts appear under your Payables on the dashboard.
6

Save Purchase Bill

Tap Save. Stock levels are updated instantly. The vendor's outstanding balance is updated in their ledger.

Vendor-Wise Purchase History

To view all purchases from a specific vendor:

1. Go to Parties → Vendors and tap the vendor's name.
2. The vendor ledger opens showing every purchase bill, payment made, and outstanding balance.
3. Tap any purchase entry to view its full details.

✅ Stock Auto-Update: You do not need to manually update stock after recording a purchase. CerebraQ ERP adds the purchased quantity to the product's current stock the moment you save the purchase bill. Similarly, when you create a sales invoice and mark it as delivered, the sold quantity is deducted from stock.

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5. Inventory & Products

Add products, manage stock levels, get low-stock alerts

Adding a New Product

1

Go to Inventory → Products and tap "Add Product".
2

Fill in the product details (see the table below for all fields).
3

Enter the Opening Stock — the quantity currently in stock before you start recording purchases through the app.
4

Tap Save. The product is now available in Sales Invoicing and Purchase Management.

Product Fields Reference

Field	Required?	Description
Product Name	Yes	Name as it will appear on invoices (e.g. "Basmati Rice 25kg")
Category	Optional	Group products into categories for easier search (e.g. Rice, Oil, Spices)
Unit	Yes	Unit of measurement: kg, g, litre, piece, box, bag, etc.
Sale Price	Yes	Default selling price per unit (₹). Can be overridden on individual invoices.
Purchase Price	Optional	Your cost price — used for profit calculations in P&L reports.
HSN Code	Yes (for GST)	The 4 or 8 digit Harmonized System Nomenclature code. Printed on GST invoices. Required for GST compliance.
GST Rate (%)	Yes (for GST)	The GST slab: 0%, 5%, 12%, 18%, or 28%. Each product can have a different GST rate.
Opening Stock	Optional	Qty in stock on the day you set up this product in CerebraQ.
Low Stock Alert	Optional	Minimum qty threshold — you get an alert when stock falls below this number.

Low Stock Alerts

When any product's stock quantity falls at or below the Low Stock Alert threshold you set, the app will:

•Show a red badge on the Inventory menu icon in the sidebar.
•List the product under Inventory → Low Stock tab.
•Display a warning on the Dashboard summary if more than 3 items are low.

Manual Stock Adjustment

If you need to correct a stock quantity (e.g. after a physical stock count), use Stock Adjustment:

1

Go to Inventory → Stock Adjustment.
2

Select the product and enter the Adjusted Quantity (the correct current stock, not the difference).
3

Add a Reason (e.g. "Physical count correction", "Wastage", "Theft"). Tap Save.

⚠️ Important: Stock adjustments are logged with a timestamp and reason for audit purposes. Only admin users can perform stock adjustments.

👥

6. Customers & Vendors

Manage party ledgers, outstanding balances, and payment reminders

CerebraQ ERP maintains a complete running ledger for every customer and vendor. You can see their entire transaction history, outstanding balance, and send payment reminders — all from the Parties screen.

Adding a Customer

1

Go to Parties → Customers → Add Customer.
2

Fill in the customer's Name (required), Phone, Address, and GSTIN (if they are a GST-registered business).
3

Enter their state — this is used to auto-detect CGST+SGST vs IGST on invoices.
4

Optionally set a Credit Limit (₹ amount) — the app will warn you if a new invoice would exceed this limit.
5

Tap Save. The customer is now selectable in all Sales Invoices.

Adding a Vendor

The process is the same as adding a customer. Go to Parties → Vendors → Add Vendor. Enter the vendor's name, phone, address, and GSTIN. The vendor will be available in Purchase Management.

Customer / Vendor Ledger

Tap any party name to open their ledger — a chronological list of all transactions:

Entry Type	What it shows
Invoice (Sales)	Invoice number, date, total amount — adds to the outstanding balance (Dr)
Payment Received	Date, amount paid, payment mode — reduces the outstanding balance (Cr)
Running Balance	Updated after each entry — amount currently owed by/to this party

Recording a Payment

When a customer pays an outstanding invoice (or makes an advance payment), record it from their ledger:

1

Open the customer's ledger → tap "Receive Payment".
2

Enter the amount received, payment date, payment mode (Cash/UPI/Card/Cheque), and optionally a note (e.g. cheque number).
3

Tap Save. The payment updates the customer's outstanding balance, the Dashboard's Cash in Hand / Bank Balance, and the party ledger.

Payment Reminders for Overdue Invoices

CerebraQ ERP lets you send a payment reminder to customers who have unpaid invoices:

1

Open the customer's ledger. Tap "Send Reminder".
2

A pre-composed WhatsApp message is generated with the customer's name, outstanding amount, and a list of overdue invoices. Edit the message if needed.
3

Tap Send via WhatsApp. WhatsApp opens with the message pre-filled to the customer's phone number.

💡 Tip: Store your customers' WhatsApp numbers when adding them to the app. This makes both invoice sharing and payment reminders a one-tap operation.

💸

7. Expense Tracking

Record and categorize all business expenses

Tracking expenses in CerebraQ ERP ensures your Profit & Loss report reflects the true profitability of your business — not just gross sales minus purchases, but net profit after all operating costs.

Adding an Expense

1

Go to Expenses → Add Expense.
2

Select the Category (see list below).
3

Enter the Date of the expense and the Amount (₹).
4

Add a Note for details (e.g. "August electricity bill — ₹3,200", "Salary — Ramesh October").
5

Select Payment Mode: Cash or Bank. This deducts from your Cash in Hand or Bank Balance on the Dashboard accordingly.
6

Tap Save.

Default Expense Categories

🏠

Rent

Shop rent, godown rent, office rent

👔

Salary

Staff wages, salaries, daily labour

⚡

Utilities

Electricity, water, internet, phone bills

🚚

Transport

Delivery charges, fuel, vehicle expenses

📣

Marketing

Advertising, printing, promotions

📋

Other

Any expense not covered by the above categories

💡 Tip: Record expenses on the same day they occur. Monthly reconciliation becomes much easier when you keep the expense log current, and your P&L report will be accurate at any time.

📈

8. Reports & Analytics

In-depth financial and operational reports for your business

Go to Reports from the main menu. All reports support date range filtering (Today, Last 7 Days, Last 30 Days, This Month, Last Month, or Custom Range). Most reports can be exported as PDF or Excel.

Available Reports

📋

Sales Report

A complete list of all sales invoices in the selected date range. Shows invoice number, date, customer name, taxable value, GST amount, total amount, and payment status (Paid/Partial/Unpaid).

Use it for: Checking daily/weekly revenue, reconciling with your bank statement, preparing GST returns (GSTR-1).

🛒

Purchase Report

All purchase bills recorded in the selected date range, with vendor name, bill number, date, and total. Also shows your total GST paid (Input Tax Credit — ITC) for the period.

Use it for: Verifying vendor payments, calculating ITC for GST returns (GSTR-3B).

📒

Party Ledger

A complete statement for any customer or vendor showing every invoice, payment, and the running balance. Select a party and date range to generate the ledger.

Use it for: Sharing a statement with a customer, resolving payment disputes, year-end reconciliation.

📦

Stock Report

Current stock levels for all products — shows product name, category, unit, current quantity, low stock threshold, and value at purchase price. Filter by category or search by product name.

Use it for: Physical stock verification, deciding what to reorder, calculating stock value for financial statements.

📊

Profit & Loss (P&L) Overview

A summary P&L for the selected period: Total Sales Revenue − Total Purchase Cost − Total Expenses = Net Profit. Shown with category-wise expense breakdown.

Use it for: Monthly/quarterly/annual performance review. Share with your CA for ITR filing.

🏦

Bank & Cash Statement

A running statement of all cash and bank transactions — sales received (Cash/UPI/Card), purchases paid, expenses paid, and payments to/from parties. Opening balance, all entries, and closing balance.

Use it for: Reconciling with your actual bank passbook, tracking cash flow.

Exporting Reports

•Export as PDF: Tap the PDF button on any report screen. The PDF is saved to your device and can be shared via WhatsApp, email, or printed.
•Export as Excel: Tap the Excel (.xlsx) button. The spreadsheet downloads to your device for further analysis or sending to your accountant.

✅ For your CA / Accountant: The Sales Report (with GST breakup) and Purchase Report (with ITC details) are formatted to match the information your accountant needs for GST return preparation. Share these reports monthly to simplify GST filing.

🌐

9. Language Settings

Switch the app language to Hindi, Marathi, or English

CerebraQ ERP supports Hindi (हिंदी), Marathi (मराठी), and English. You can switch the app language at any time from the Settings screen. The change takes effect immediately — no restart required.

How to Change the App Language

1

Open Settings

Tap the Settings icon in the navigation bar (usually the gear icon ⚙️ at the bottom or in the sidebar).
2

Tap "Language"

In the Settings screen, find the Language option.
3

Select your preferred language

Choose from English, हिंदी (Hindi), or मराठी (Marathi).
4

Language applies immediately

The entire app interface — menus, labels, buttons, and messages — switches to the selected language instantly. Your data (product names, customer names, notes) is not changed.

🇬🇧

English

Default language. Full support for all features.

🇮🇳

हिंदी (Hindi)

Fully translated UI. Ideal for Hindi-speaking staff and traders across North India.

🇮🇳

मराठी (Marathi)

Fully translated UI. Ideal for traders and retailers in Maharashtra.

💡 Note: PDF invoices are always generated in English regardless of the app language setting, ensuring that your invoices remain universally readable and compliant with GST documentation standards.

🔄

10. Sync & Offline Mode

Work without internet — your data syncs automatically when you're back online

CerebraQ ERP is designed for Indian business conditions where internet connectivity may not always be reliable. The app stores all your data locally on the device and syncs with the cloud whenever internet is available.

How Offline Mode Works

📴

No Internet? No Problem.

All core features — creating invoices, recording purchases, managing inventory, adding customers — work 100% offline. Nothing is blocked or disabled.

💾

Data Stored Locally

Every entry is immediately saved to the device's local storage. You will never lose data because of a lost internet connection mid-entry.

☁️

Auto-Sync When Online

As soon as internet is restored, the app automatically syncs all pending entries to the cloud server. No manual action is required.

📱💻

Cross-Device Sync

After syncing, data is available on all your devices — invoices created on Android appear on the Windows app and vice versa.

Checking Sync Status

●
Green dot / "Synced": All local data has been successfully uploaded to the cloud. Both devices are in sync.
●
Yellow dot / "Pending sync": There are entries recorded offline that are waiting to be synced. Internet is currently unavailable.
●
Red dot / "Sync error": Sync attempted but failed (e.g. login session expired). Tap the icon to retry or re-login.

Manual Sync

If you want to force a sync immediately (e.g. before handing off to another device):

1

Ensure you have an active internet connection.
2

Go to Settings → Sync → Sync Now (or tap the sync icon in the status bar).
3

Wait for the green "Synced" confirmation. This usually takes a few seconds.

⚠️ Conflict Resolution: If the same record (e.g. a customer) is edited on two devices while both are offline, the change saved most recently (by timestamp) will be kept after sync. To avoid conflicts, try to use one primary device for editing master data (products, parties) and only create transactions (invoices, purchases) on the secondary device.

✅ No data loss guarantee: CerebraQ ERP maintains a local transaction queue. Even if the app is closed during a sync, unsynced entries are preserved and will be synced the next time the app is opened with an active connection.

❓

11. Frequently Asked Questions

Quick answers to common questions about CerebraQ ERP

Does CerebraQ ERP work without internet? +

Yes. CerebraQ ERP works fully offline. You can create invoices, record purchases, manage inventory, and track expenses without any internet connection. When internet is restored, all data syncs to the cloud automatically. There is no manual action needed.

Can I use the same account on both Android and Windows? +

Yes. One account covers both platforms. Log in with the same credentials on your Android phone and your Windows PC. Data syncs between them automatically when both devices are online. Invoices, customer records, and inventory are shared across devices.

Are the invoices legally valid GST invoices? +

Yes. CerebraQ ERP generates Tax Invoices that comply with GST invoice requirements under Indian GST law — including your GSTIN, the customer's GSTIN, HSN codes, item-wise GST breakup (CGST/SGST/IGST), taxable value, and invoice serial number. The format is accepted by GST portals and can be used for GSTR-1 filing.

How do I find a customer's HSN code for my products? +

The HSN (Harmonized System of Nomenclature) code for a product is assigned by the GST council based on the product type. You can look up HSN codes on the GST Council website or ask your CA. Once added to a product in CerebraQ ERP, the HSN code auto-fills on every invoice for that product.

Where is my data stored? Is it safe? +

Your data is stored locally on your device (phone or PC) and backed up to a secure cloud server when internet is available. Cloud backups are encrypted. Even if you lose your phone, your data is recoverable by logging into the app on a new device — it will sync all your data from the cloud.

Can I add multiple users to the ERP (e.g. owner + accountant)? +

Multi-user support depends on your plan. On the Standard plan, one user account is included. If you need additional user accounts (e.g. for an accountant, sales staff, or branch manager), contact us — we offer multi-user licensing options. Additional users can have restricted access (e.g. sales-only, view-only for reports).

How do I record a payment against an existing outstanding invoice? +

Go to Parties → Customers, tap the customer's name to open their ledger, then tap "Receive Payment". Enter the amount received, payment mode, and date. The payment is applied against the oldest outstanding invoice first, and the customer's balance is updated immediately.

What is the difference between CGST+SGST and IGST? +

CGST + SGST applies to intra-state sales — when you and your customer are in the same state. The total GST is split equally: half goes to the Central Government (CGST) and half to the State Government (SGST).

IGST applies to inter-state sales — when you sell to a customer in a different state. The entire GST goes as IGST to the Central Government, which then distributes it to the destination state.

CerebraQ ERP can auto-detect which to use based on your registered state vs the customer's state, or you can select it manually on each invoice.

Can I set different GST rates for different products? +

Yes. Each product in CerebraQ ERP has its own GST rate field. You can set 0%, 5%, 12%, 18%, or 28% per product based on its GST slab. When multiple products with different GST rates are on the same invoice, the app calculates the GST for each line item separately and shows a combined tax summary at the bottom.

I forgot my login password. What do I do? +

Tap "Forgot Password" on the login screen and follow the instructions to reset via email or phone OTP. If you are still unable to access your account, contact our support team at sales@cerebraq.com or WhatsApp us with your registered details — we'll help you recover access.

How do I generate a P&L report to share with my accountant? +

Go to Reports → Profit & Loss. Set the date range (e.g. 01 Apr – 31 Mar for a financial year). Tap "Export PDF" or "Export Excel". Share the file directly with your CA via WhatsApp or email. The P&L report includes total sales, total purchase cost, expense-wise breakup, and net profit/loss.

What happens to my data if I change my phone? +

No data is lost. Install CerebraQ ERP on your new phone using the same APK, log in with the same account credentials, and the app will sync all your data — invoices, customer records, products, and more — from the cloud to the new device. The sync typically takes a minute or two depending on data volume and connection speed.

📖 ERP User Manual

1. Getting Started

System Requirements

Android Installation (APK)

Windows Installation (.exe)

First-Time Setup Checklist

Business Profile Settings

2. Dashboard

Dashboard Summary Cards

Revenue Trend Chart

Top Customers

3. Sales Invoicing

Creating a New Sales Invoice

What's on the GST Invoice PDF?

Sharing via WhatsApp

Editing or Cancelling an Invoice

4. Purchase Management

Recording a Purchase

Vendor-Wise Purchase History

5. Inventory & Products

Adding a New Product

Product Fields Reference

Low Stock Alerts

Manual Stock Adjustment

6. Customers & Vendors

Adding a Customer

Adding a Vendor

Customer / Vendor Ledger

Recording a Payment

Payment Reminders for Overdue Invoices

7. Expense Tracking

Adding an Expense

Default Expense Categories

8. Reports & Analytics

Available Reports

Sales Report

Purchase Report

Party Ledger

Stock Report

Profit & Loss (P&L) Overview

Bank & Cash Statement

Exporting Reports

9. Language Settings

How to Change the App Language

10. Sync & Offline Mode

How Offline Mode Works

Checking Sync Status

Manual Sync

11. Frequently Asked Questions

Still Have Questions?