Sign up and Business Creation



Purchase Invoice

Purchase Credit/Debit Notes

Advance Payments

Bill of Supply


Sales Invoice

Sales Credit/Debit Notes

Advance Receipts

Bills of Supply

Delivery Challan



Import Customer or Vendor

Step 1:

  • First, go to the sales invoice dashboard then select Clients from the menu on the left.
step 1

Step 2:

  • Click on Import Customers or Vendors.
step 2

Step 3:

  • Click on Download a File.
step 3

Step 4:

  • Open the downloaded file.
step 4

Step 5:

  • Select the data you want to import and then paste it on the downloaded Excel.
step 5

Step 6:

  • Next, click on Choose File and select the file you want to import.
step 6

Step 7:

  • Click on Submit.
step 7

Step 8:

  • A success message will appear on the screen saying that the records have been imported successfully.
  • Then click on Go to Master.
step 5

Step 9:

  • The Client Summary will have the list of all the clients you imported.
step 9