Dashboard
The Dashboard is the first screen you see after logging in. It gives you a real-time overview of your business performance with key metrics, charts, and insights — all in one place.Summary Stat Cards
Four cards at the top show your most important numbers for the selected date range:
- Total Invoices — number of invoices created
- Due Invoices — count and total amount of unpaid invoices
- Vendor Bills — count and total amount of vendor bills
- Pending Bills — count and total of bills still due
Date Range Picker
A date range picker at the top lets you filter all dashboard data by any period. Quick presets include Today, This Week, This Month, and custom ranges. The stat cards, payment methods, and till sales all update instantly when you change the range.
Sales Chart
A full-width bar chart shows your sales over time. Toggle between four views — Today (hourly), This Week (daily), This Month (daily), and This Year (monthly). The total sales amount is displayed prominently above the chart.
Today's Profit
A dedicated card shows today’s profit at a glance:
- Items Sold — total quantity sold today
- Revenue — total sales revenue
- Total Profit — calculated as revenue minus cost
- Profit Margin — percentage of revenue that is profit
- Top Profit Items — the 5 products that earned the most profit today
Sales by Payment Method
See how your sales break down by payment type — Cash, UPI, Card, and Due (credit). Each method shows its total amount with a color-coded badge for quick scanning.
Sales by Till
If you have multiple tills, this section shows a horizontal bar chart comparing sales across each till. Useful for understanding which counter or location is performing best.
Top Sold Items Today
A ranked list of the top 10 best-selling products for today, displayed as horizontal bars. Each bar shows the product name, quantity sold, and revenue generated.
Top Purchasers Today
Shows the top 10 customers by purchase value for today. Helps you identify your most active buyers and high-value transactions at a glance.
Banking & Cheques
The Banking section lets you manage all your bank accounts and track cheque payments in one place. It has two tabs: Accounts and Cheques.Bank Accounts
Accounts Table
View all your bank accounts in a table showing:
- Account Name — the bank or account label
- Type — bank or cash account
- Balance — current account balance
- Pending Cheques — total value of uncleared cheques
- Available Balance — balance minus pending cheques
- Account Number, IFSC Code, and Branch (for bank accounts)
Add Bank Account
Create a new bank account directly from the page. Enter the bank name, account number, IFSC code, branch name, and opening balance. The account is immediately available for transfers and cheque tracking.
Transfer Between Accounts
Move money between any two enabled accounts. Select the source and destination accounts, enter the amount, and optionally add a note. Both account balances update instantly after the transfer.
Delete Account (Soft Delete)
Accounts are soft-deleted (disabled) rather than permanently removed. A confirmation checkbox is required before deletion. Disabled accounts can be shown or hidden using the “Show Deleted Accounts” toggle. The default cash account cannot be deleted.
Cheque Tracker
Cheque Summary
A collapsible summary panel at the top shows three key metrics:
- Pending — total amount and count of cheques awaiting clearance
- Cleared This Month — total amount and count of cheques cleared
- Total This Month — combined amount and count of all cheques issued
Add Cheque
Manually add a cheque with the cheque number, issue date, amount, vendor (with search-as-you-type vendor lookup), bank account, and an optional note. The cheque starts in “Pending” status.
Search & Filter
Instantly search cheques by cheque number, vendor name, or distributor name — the search is client-side for speed. Filter by status (Pending, Cleared, or All) and date range. A date range picker with presets (This Month, etc.) is included.
Cheque List Table
A detailed table shows each cheque with cheque number, date issued, amount, vendor and distributor name, bank account, and status (Pending or Cleared badge). When multiple cheques share the same number, a total badge is shown on the last entry in the group.
Mark as Cleared
Pending cheques can be marked as cleared with one click. If the cheque doesn’t have a number yet, a modal prompts you to enter one before clearing. Once cleared, the cleared date and time are displayed.
Export to CSV
Export the current filtered cheque list to a CSV file for accounting or record-keeping. The export respects your active search query, status filter, and date range.
Expenses
The Expenses module lets you track every business expense — rent, utilities, supplies, salaries, and more. Each expense is categorized, dated, and linked to a payment source so you always know where your money went.Summary Stat Cards
Four cards at the top give you an instant snapshot for the selected date range:
- Total Spent — sum of all expenses
- Transactions — number of expense entries
- Average — average expense amount
- Top Category — the category with the highest spend
Add Expense
Create a new expense via a modal form. Fields include date, amount, category (pick from existing or create a custom one on the fly), paid from (Cash or any linked bank account), and an optional note.
Category Management
Expenses are organized by categories (e.g. Rent, Utilities, Salaries). Categories are color-coded with auto-assigned badge colors for quick visual scanning. You can add a custom category inline when creating an expense.
Expenses Table
A detailed table lists all expenses with columns for Date, Category (color badge), Paid From (cash or bank icon), Amount, and Note. Each row has a delete action. The table supports pagination with configurable page sizes.
Search & Date Filter
Search expenses by category name or note text. A date range picker with presets lets you narrow down to any period. Filters update the stat cards and table simultaneously.
Export to CSV
Export the filtered expense list to a CSV file for accounting software or record-keeping.
Delete Expense
Remove an expense with a confirmation dialog. The deletion is permanent and the associated bank account balance is adjusted accordingly.
Payment Source Tracking
Every expense records where the money came from — either the default Cash account or a specific bank account. This keeps your bank balances accurate and makes reconciliation straightforward.
Invoices
The Invoices module is the heart of your sales management. View, create, pay, print, and manage every invoice from the admin portal. It supports full and partial payments, credit note applications, write-offs, bulk operations, and PDF generation.Invoice List & Overview
Summary Stat Cards
Four cards summarize the selected period: Total Invoices, Total Sales, Collected (green), and Outstanding (red).
Filters & Search
Powerful filtering: text search by invoice number or customer name, status tabs (All, Paid, Partial, Due, Written Off), and date range picker with presets. All filters update in real time.
Invoice Table
Each row shows the invoice number, customer, date and time, payment mode, status badge (color-coded), total amount, and due amount. Clicking the invoice number opens the detail view. Pagination supports 10, 20, or 50 rows.
Export to CSV
Export the filtered invoice list to CSV with all columns, respecting your active filters.
Invoice Detail View
Detail Modal
Click any invoice to open a full detail modal showing status, payment mode, total, due amount, creation date, line items with product name, quantity, rate, discount, tax, and line total, plus full payment history log.
Quick Actions
From the detail view: Record Payment, Write Off, Print (thermal or A4), Edit, and Create Return (credit note).
Payments & Collections
Record Payment
Post a payment against any due invoice. Choose the payment mode (Cash, UPI, Card, or custom tender), enter the amount, and optionally set a payment date. Partial payments are fully supported — the invoice status updates automatically (Due → Partial → Paid).
Edit & Delete Payments
Hover over any payment in the history log to reveal edit and delete buttons. Editing replaces the amount and mode. Deleting reverses the amount and recalculates the invoice status.
Apply Credit Note
If a customer has open credit notes, apply them directly to a due invoice. The system shows all available credit notes with remaining balances.
Write Off
Mark an invoice’s remaining balance as uncollectable. A reason is required. Written-off invoices appear in the Write-Offs report.
Bulk Operations & Printing
Bulk Close
Close multiple due invoices for a single customer at once. Search for a customer, see all their outstanding invoices, select which ones to close, then mark them as paid or write them off. Invoices are processed in batches with a progress indicator.
Print & Download PDF
Generate a PDF receipt for any invoice. Two formats: Thermal (80mm) for thermal printers, and A4 with customizable header color, logo, footer text, and background style. Print directly or download as PDF.
Create Invoice
Create a new invoice with customer search, product line items with inline search, batch selection, quantity, rate, discount, tax per line, optional payment recording at creation, and auto-calculated totals.
Deep Linking
Open a specific invoice detail view directly via URL. Useful for linking from notifications, reports, or external systems.
Vendor Bills
Vendor Bills track everything you owe to your suppliers. Create bills when you receive goods, record payments over time, and keep your payables accurate. The structure mirrors the Invoices module so the workflow feels familiar.Bill List & Overview
Summary Stat Cards
Four cards summarize the selected period: Total Bills, Total Amount, Paid (green), and Outstanding (red).
Filters & Search
Filter bills by text search (bill number or vendor name), status tabs (All, Paid, Partial, Unpaid), and date range picker with presets.
Bills Table
Each row shows the bill number, vendor name, date, payment mode, status badge, total amount, and due amount. Clicking opens the detail view. Pagination supports 10, 20, or 50 rows.
Export to CSV
Export the filtered bill list to CSV with all columns, respecting your active filters.
Bill Detail & Payments
Detail Modal
Click any bill to see status, payment mode, total, due amount, bill date, other charges, line items with product, batch number, quantity, purchase rate, tax rate, and line total, plus full payment history.
Record Payment
Post a payment against any unpaid bill. Choose from configured vendor tender options (Cash, UPI, Card, Cheque, etc.). For cheque payments, the cheque number is automatically tracked in the Cheque Tracker. Partial payments are fully supported.
Edit & Delete Payments
Edit lets you change the payment mode and date. Deleting a payment reverses the amount and recalculates the bill status.
Edit Bill
Bills with no payments can be edited — update line items, quantities, rates, or other charges. Once a payment has been made, the bill is locked to maintain accounting integrity.
Create Bill
Create a new vendor bill with vendor search, product line items with batch tracking, quantity, purchase rate, tax per line, other charges for freight/handling, and auto-calculated totals.
Delete Bill
Remove a bill with a confirmation dialog. The deletion is permanent and any associated payment records are also removed.