How can we help you?
Step-by-step guides for setting up your business, sending quotes and invoices, recording payments, and managing your team.
Getting started
(3)How do I set up my business details?
Add your registered company name, address, GSTIN, state, and custom invoice prefix from workspace settings.
How do I add a client?
Add a client's business name, contact information, and GSTIN to use across quotes and invoices.
How do I add products or services?
Build a catalogue of your products and services with prices and units, ready to pick on quotes and invoices.
Quotes and invoices
(4)How do I create and send a quote?
Create a formal quotation with line items, tax rates, and payment milestones, then share it directly with your client.
How does my client accept and pay a quote online?
Clients open a secure web link, verify their identity via phone number or code, approve the quote, and pay online.
How do I turn a quote into an invoice?
Convert an accepted quote into a legal GST tax invoice with a single click, keeping all line items and pricing.
How do I send an invoice on WhatsApp or email?
Share a professional invoice link on WhatsApp with one click, or copy the link and download the PDF for email.
Getting paid
(3)How do I record a payment?
Record a payment you received by UPI, NEFT / IMPS, cheque or cash; the balance and TDS are tracked for you.
How do I show a UPI QR code on my invoice?
Add your UPI ID in workspace settings so a scannable payment QR code appears on invoices and share links.
How do I take an advance before starting work?
Issue a proforma invoice or milestone payment request so clients can pay an advance deposit before work begins.
Team and projects
(2)Account
(3)How do I export GSTR-1 for my CA?
Download your GSTR-1 tables and sales register for any month or quarter, ready for your CA to file.
How do I change or cancel my plan?
Upgrade, downgrade, switch billing frequency, or cancel your subscription renewal from billing settings.
How do I export all my workspace data?
Export a complete archive of your clients, invoices, payments, tasks, notes, and invoice PDFs.
Have a question not listed here?
Our team is ready to assist you on WhatsApp or email.