Getting Started

Welcome to the comprehensive Invoice Management System! This guide will help you get started quickly and efficiently.

What You'll Learn

In this getting started guide, you'll learn how to:

- Set up your account and company profile

• Configure GST and tax settings
• Add your first customers
• Create professional invoices
• Send invoices via email
• Understand user roles and features

  Prerequisites

  Before you begin, ensure you have:

  - A valid email address

• Your company's GST registration details (if applicable)
• Basic company information (name, address, contact details)
• A list of your customers and their details

  Quick Setup Steps

  Step 1: Complete Your Profile

  1. Login to your account

2. Navigate to Company Settings 3. Fill in your company details: - Company name and logo - Address and contact information - GST number (if applicable) - Bank details for payments

Step 2: Configure Tax Settings

1. Go to Settings → Tax Configuration 2. Set up your GST rates: - CGST rate (usually 9%) - SGST rate (usually 9%) - IGST rate (usually 18%) 3. Configure HSN/SAC codes for your products/services

Step 3: Add Your First Customer

1. Click Customers → Add Customer 2. Fill in customer details: - Name and contact information - GST number (for business customers) - Billing address 3. Save the customer profile

Step 4: Create Your First Invoice

1. Click Create Invoice from dashboard 2. Select customer from dropdown 3. Add invoice items: - Description of goods/services - Quantity and rate - HSN/SAC code - Tax rate 4. Review auto-calculated totals 5. Save and send the invoice

User Roles Overview

Our system supports different user roles with varying features:

Trial Users

• Create up to 10 invoices
• Add up to 5 customers
• Basic PDF download
• Email invoice functionality

  Regular Users

• Unlimited invoices and customers
• Full invoice management
• PDF download and email sending
• Basic search and filtering

  Pro Users

• Everything in Regular plan
• Recurring invoices with automation
• Email event logs and tracking
• Advanced search and filtering
• Analytics and reports
• Priority support

  Next Steps

  Once you've completed the basic setup:

  1. Explore Features - Check out our User Guides for detailed tutorials

2. Customize Settings - Configure email templates and invoice layouts 3. Set Up Recurring Invoices - Automate your billing process (Pro feature) 4. Learn About GST - Understand tax compliance in our GST Guide

Need Help?

- 📚 Browse our User Guides

• ❓ Check Frequently Asked Questions
• 📧 Contact support: admin@gst-bill.com
• 🎥 Watch video tutorials (coming soon)

  What's Next?

  Ready to dive deeper? Here are some recommended next steps:

  - Creating Your First Invoice - Detailed invoice creation guide

• Customer Management - Managing customer information
• GST Compliance - Understanding tax calculations
• Email System Setup - Configure email delivery

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  This guide was last updated on October 5, 2025. If you find any outdated information, please let us know!