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Docs Category: Reports

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Getting Started

2

🚀 Registering Your Business in BillBook
Managing Multiple Business Locations, Warehouses, or Storefronts in BillBook 🏢🏪📦

User Management

3

👥 Adding Users & Assigning Locations in BillBook
🔑 Role Management in BillBook
💰 Using the Commission Agent Feature in BillBook

Contact Management

7

📇 Contacts Management (Suppliers & Customers) in BillBook
💰 Adding Opening Balance & Payments in BillBook
📒 Customer & Supplier Ledger in BillBook
💰 Managing Advanced Balance in BillBook
💰 Managing Opening Balance in BillBook
🎉 Loyalty Cards in BillBook
👥 Customer Groups in BillBook

Products

18

📦 Products Management in BillBook
📥 Importing & 📤 Exporting Products in BillBook
🗑️ Deleting Products in BillBook (Bulk & Individual Delete)
🎨 Managing Product Variations in BillBook
📏 Managing Product Units in BillBook
📂 Categorizing Products in BillBook
📊 Product Stock History in BillBook
⏳ Product Expiry and Related Settings in BillBook
🔢 Managing Lot Numbers in BillBook
💰 Selling Price Groups in BillBook
🔖 Product Warranty Management in BillBook
🖨️ Printing Labels in BillBook
🔄 Duplicate Product in BillBook
🛠️ Correcting Product Stock Mismatch in BillBook
📝 Bulk Edit Products in BillBook
📦 Managing Opening Stock in BillBook
🏷️ Custom Labels for Products in BillBook
💰 Bulk Price Update in BillBook

Purchases

7

🛒 Purchase Management in BillBook
💳 Purchase Payments in BillBook
🧾 Purchase Invoice in BillBook
📄 Purchase Requisition (PR) in BillBook
📄 Purchase Order (PO) Management in BillBook
🎁 Adding Bonus or Free Items Given by Suppliers in BillBook
🔧 Purchase Custom Fields in BillBook

Stock Transfer & Adjustment

2

🔄 Stock Transfer in BillBook
📉 Stock Adjustment in BillBook

Sales/Sell

22

📝 Sales Order in BillBook
🛒 Selling (POS), Credit Sales, Draft, Quotations & Suspended Sales in BillBook
💵 Tender Change or Change Return in BillBook
🌟 Adding Featured Products for POS Screen in BillBook
🛠️ Using BillBook POS for Selling Services
🔄 Sales Return in BillBook
🔄 Sales Subscriptions in BillBook
💰 Cash Register in BillBook
🧾 Invoice Layout in BillBook
📲 Displaying QR Code in Invoice in BillBook
🎁 Printing a Gift Receipt in BillBook
🔗 Invoice External URL in BillBook
⌨️ Configuring Keyboard Shortcuts for POS Screen in BillBook
💰 Discounts by Brand, Category & Location in BillBook
🎖️ Reward Points & Royalty Points in BillBook
🍽️ Types of Service in BillBook
🚚 Shipments, Home Delivery & Parcel Management in BillBook
💲 Display Product Unit Price in POS Product Suggestion in BillBook
💵 Cash Denomination in BillBook
📄 Proforma Invoice in BillBook
📥 Importing Sales in BillBook
🎁 Adding Bonus or Free Items at Sale in BillBook

Tax Settings

3

🇮🇳 Setting Up BillBook for Indian Users (GST Support)
📊 Tax Rates, Tax Groups & Disabling Tax in BillBook
🧾 Inline Tax & Invoice Tax in BillBook

Payment Accounts

2

💳 Setting Default Payment Accounts for Payment Methods in BillBook
🏦 Enabling & Using Payment Accounts (Bank Accounts) in BillBook

Reports

1

📊 Reports in BillBook

Expense Management

2

👥 Managing Employee, Customer, & Supplier Expenses in BillBook
💵 Expense Refund in BillBook

Notifications

3

📩 Enable or Disable Auto-Sending of Notifications in BillBook
📧 Setting Up Email/SMTP for Forgot Password & Notifications in BillBook
📩 Notifications Settings: Email & SMS Configuration in BillBook

Settings

6

💳 Adding & Editing Payment Methods (Custom Payments) in BillBook
⚙️ Business Settings in BillBook
🔍 How to Search in Settings in BillBook?
🧾 Setting Invoice Scheme in BillBook
🏷️ Adding a New Label or Barcode Settings in BillBook
📝 Changing Custom Field Labels in BillBook

Hardware Support

5

📡 Setting Up a Barcode Scanner in BillBook
🖨️ Barcode Printer Setup in BillBook
🖨️ Setting Up a Thermal Printer for Receipt Printing in BillBook
🖨️ Setting Up a Printer to Automatically Open the Cash Drawer in BillBook
⚖️ Label Weighing Scale Integration in BillBook

Restaurants, Saloon, Service center

5

📑 Line Orders & All Orders in BillBook
🍽️ Setting Up BillBook for Restaurants, Salons, Service Centers & Morecenter & others
🔐 Service Staff PIN in BillBook
👨‍🍳 Kitchen Order Management in BillBook
⏳ Service Staff Timer in BillBook

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📊 Reports in BillBook

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BillBook simplifies billing and financial management for businesses of all sizes. Our user-friendly platform offers powerful tools to streamline invoicing, payment tracking, and reporting, helping you focus on what matters most—growing your business

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Docs Category: Reports

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