Welcome — set up your business in 5 steps

Create your account

1. 1Go to the registration page and enter your Business name, Your name, Email and Mobile.
2. 2Choose your State. This decides whether your invoices charge CGST + SGST (same state) or IGST (other state), so pick the state your GSTIN is registered in.
3. 3Enter your GSTIN if you have one. Not registered yet? Leave it blank and add it later in Settings.
4. 4Set a password, confirm it, and click Create account. You land on the Dashboard.

Follow the setup guide

The first time you sign in, a voice guide offers to walk you through your first invoice. Click Let's set up my business, or I'll explore on my own to skip. You can re-open it any time from the green Setup button in the bottom-right corner — it shows how many of the 5 steps are done.

1. 1Add your business details — your registered address and GSTIN, so they print on every invoice. See Business profile.
2. 2Add your first product — name, price, GST rate and HSN/SAC code. See Products.
3. 3Add opening stock — how many units you have today, so stock is counted every time you sell. See Inventory.
4. 4Add a customer — who you are billing. See Customers.
5. 5Create your first invoice — pick the customer, add the product, check totals and click Save & issue. See Sales invoices.

Find your way around

• Left menu — every screen, grouped into Sell & buy, Orders & quotes, Books, Payroll, Stock, Contacts and Compliance. Hover or click a group to open it.
• Quick links row — one-click shortcuts under the header: Quotation, Sales Invoices, Purchase Invoices, Product, Inventory, Customer, Vendor/Supplier, GST Return and Reports.
• Search everything — the box at the top of the left menu finds customers, vendors, products, invoices and bills.
• Header — Import / Export, today's date, notifications (bell), your role, your profile, Help and sign out.
• Bottom of the left menu — Activity log, Subscription and Settings.