Frequently Asked Questions
Go to settings > Click on general settings > Edit information > Go to business tab > Click on the pencil logo to edit > Upload business logo and other business details.
Go to settings > Add new business under country > Select country with currency for e.g India (INR)
Go to settings > Click on "Invoice Customization" > Choose template
Go to "Payment Settings" > Input your own key ID and key secret. Razor Pay is the same as Google Pay.
Go to "Sales" > "Customers" > "Add new customer".
Make sure country is selected for the appropriate currency
Go to "Sales" > "Products and Services" > "Add product".
Go to "Sales" > "Estimates" > "New estimates".
Go to "Sales" > "Invoices" > "Create new invoice".
Go to "Sales" > Recurring invoice.
Before creating a bill, first add a new vendor. After adding vendor, go to purchases > Bills > Create new bill.
Go to "Purchases" > "Vendors" > "Add New Vendor".
Go to "Purchases" > Go to "Expense" > "Add new expenses".
Go to "Tax" > Give name of tax , for e.g "GST 18" > Save, then click on "Add New tax" and select the tax inputted > Edit tax details.
Go to "Subscription" and Choose a plan.
Go to "Settings" > "Roll management" > After adding employee, please select role as Admin, Editor or Viewer.
Go to "Settings" > Go to footer note and type bank details > Save Changes.
Go to "Settings" > "Invoice Customization" > Select "Enable invoice QR code".
You can contact us at support@simpleinvoice.in