Knowledge Base https://bharatbills.com/uguide Complete GST Billing Software Thu, 02 Sep 2021 09:44:42 +0000 en-US hourly 1 https://wordpress.org/?v=5.8.6 https://bharatbills.com/uguide/wp-content/uploads/cache/2018/09/cropped-Logo1/19222522.png Knowledge Base https://bharatbills.com/uguide 32 32 How to Add Firm details in BharatBills https://bharatbills.com/uguide/user-guide/how-to-create-firm-in-bharatbills/ Wed, 03 Oct 2018 05:43:10 +0000 http://bharatbills.in/?post_type=ht_kb&p=6324 Once the user is done with all the change, he can click on ‘Update’ button and if the user doesn’t want to update the details, then click on ‘Cancel’ button. If the user has entered any syntactically wrong detail in any field, it will be highlighted by the system. If the changes are intentional, the user can proceed with the update.

After the prefix is entered by the user, the rest of the details will automatically be managed by the software itself. Once a user clicks on Update and Next system will ask for the firm details. The user has to fill the following mandatory fields:

  • Firm Name
  • Contact Number
  • Firm Address
  • State
Add firm in BharatBills

If you are already a customer of BharatBills click here to login into your account or click here to create your account.

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]]> How to Update Firm details in BharatBills https://bharatbills.com/uguide/user-guide/how-to-update-firm-details-in-bharatbills/ Fri, 05 Oct 2018 11:52:24 +0000 http://bharatbills.in/?post_type=ht_kb&p=6383 BharatBillls provides an option to update the firm details. The user can modify the firm details if any changes are required. There is an option of View Firm under ‘Firm’ section. This is just an overview section of firm details.

Firm

Here, the user can check the firm details like Firm Name, Address, Contact Number, Email and GSTN number etc.  The user can click on View option to check the complete details of the firm or for modification. Once user will click on this option, the following screen appears.

View firm

This is the complete detail view of the firm ‘Edit’ button for any changes in details or ‘Back’ button to go back to the overview page of firm details. Once user will click on Edit Button the screen will allow the user to change the following details:

firm update

Once the user is done with all the change, he can click on ‘Update’ button if the user doesn’t want to update the details, then click on ‘Cancel’ button. If the user has entered any syntactically wrong detail in any field, it will be highlighted by the system. If the changes are intentional, the user can proceed with the updated.

After updating successfully, the system will redirect the user to the page ‘view details of the firm’.

 

 

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]]> How to Add Firm Logo In BharatBills https://bharatbills.com/uguide/user-guide/how-to-add-firm-logo-in-bharatbills/ Fri, 05 Oct 2018 12:07:40 +0000 http://bharatbills.in/?post_type=ht_kb&p=6385 Adding Firm Logo is another step to maintain the firm in BharatBills. The firm logo is the symbolic and unique representation of a Firm which is will reflect on each document related to your firm like Tax Invoice, Receipt etc. There is a option of Firm logo under Firm section.

 

 

Once you will click on firm logo option there will be a new screen on which you can upload the firm logo.

 

 

 

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]]> How to Add Signature in BharatBills https://bharatbills.com/uguide/user-guide/how-to-add-signature-in-bharatbills/ Fri, 05 Oct 2018 12:15:49 +0000 http://bharatbills.in/?post_type=ht_kb&p=6393 You can add your own signature in BharatBills which will reflect on each document related to your firm like Tax Invoice, Receipt etc.

If you don’t want to print your signature on the documents, then you can go with setting –> master configuration and select the Enable/Disable option as per your need. For uploading the signature, there is an option of signature under the Firm section.

Once you will click on signature option there will be new screen on which you can upload the signature.

signature

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]]> How to add Terms and Conditions in BharatBills https://bharatbills.com/uguide/user-guide/how-to-add-terms-and-condition-in-bharatbills/ Fri, 05 Oct 2018 12:24:48 +0000 http://bharatbills.in/?post_type=ht_kb&p=6398 Terms and Conditions’ is the basic and mandatory part of any invoice. Here we specify all the standard terms and conditions, to which the invoice is compliant. Cancellation or rerun policy etc. can be maintained here.

To enter or update the terms and conditions, the user had to navigate to ‘Terms & Condition’ under the Firm section. In BharatBills the user can add a maximum of 6 T&C (s) which will reflect on the Tax invoice and the other required documents.

T & C

You can edit and update the details also.

Please note that any entry left blank in this section, will not be visible on the Invoice.

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]]> How to add Bank details in BharatBills https://bharatbills.com/uguide/user-guide/how-to-add-bank-details-in-bharatbills/ Fri, 05 Oct 2018 12:33:01 +0000 http://bharatbills.in/?post_type=ht_kb&p=6402 This is an extra befit for a firm because bank details will reflect on Tax invoice so that at the time of any transaction Customer can transfer the amount into the firm account directly without waiting for a long time. Initially, Bank details will be blank if any firm owner wants to maintain the bank details he/she can click on Bank details under Firm section.

Bank details

 

 

 

 

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]]> How to add customer in BharatBills https://bharatbills.com/uguide/user-guide/how-to-add-customer-in-bharatbills/ Sat, 06 Oct 2018 05:48:20 +0000 http://bharatbills.in/?post_type=ht_kb&p=6410 BharatBills is not only a Billing software but also a basic accounting software in which you can maintain the customer ledger as well. Our Business is based on the how many number of sales we have in a day and sale depends on customers. In business we have two type of sales like CASH Sale and Credit Sale in BharatBills  you can easily maintain both, if you want to maintain the customer account like ledger etc so you can add customer but if you want to go with Cash sale than there is no need to add a customer you can directly go with sales. In BharatBills you have a separate module of customer- 
You can go with –

  • Add Customer – Allow you to add new Customer,
  • View Customer – List of all Customer,
  • Add Receipt- You can add Payment Receipt for any customer,
  • View Receipt- All receipts list , you can take print from here also.

Click on Add Customer for adding a new customer in your business it will open a screen which will be like –

Add customer

This customer add form have few mandatory field  Customer name , Phone, Address, State rest filed is your choice that you want to enter those details for that customer or not, few field have self definition like-

    • If Customer is GSTN so you can add customer GSTN in software so that your customer can avail the benefit of GST and sale for that customer will be consider as B2B sales.
    • if customer have any previous pending balance and you want to maintain the customer account than please enter the pending balance in opening balance field and select the type –
      • Debit – which mean you have to receive that amount from customer end
      • Credit –  which mean you have to pay customer e.g you received any advance payment from customer end.
  • There are 3 field which you can maintain for every customer for example if you want to maintain few extra details for your customer but those field is not available in this form so you can change the field name according to you and those fields are  PAN, TAN, CIN . you can go with configuration->master configuration and change accordingly if required.

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]]> How to add Supplier in BharatBills https://bharatbills.com/uguide/user-guide/how-to-add-supplier-in-bharatbills/ Sat, 06 Oct 2018 06:14:32 +0000 http://bharatbills.in/?post_type=ht_kb&p=6420 In a supply chain, a vendor, or a seller, is an enterprise that contributes goods or services. Generally, a supply chain vendor manufactures inventory/stock items and sells them to the next link in the chain. Today, these terms refer to a supplier of any good or service. As you already know BharatBills is not only a Billing software but also a basic accounting software in which you can maintain the transaction between you and your supplier and supplier ledger as well. if you want to maintain the supplier account like ledger etc. so you can add a supplier but if you want to go with Cash purchase than there is no need to add a supplier, you can directly go with the purchase. In BharatBills you have a separate module of supplier-

Supplier Menu

You can go with –

  • Add Supplier – Allow you to add new Supplier,
  • View Supplier – List of all Suppliers,
  • Purchase Bill- You can add your purchase bill and view all purchase bill,
  • Payment- you can add payment and can check the all payment list.
  • Debit Note – You can create debit not for any supplier
  • Credit Not- You can add credit not for any supplier

This Supplier Add Form has a few mandatory fields such as Supplier Name, Phone No, Address, State.

The rest fields are your choice that you want to enter those details for that supplier or not, few fields have self-definition like-

    • If the supplier is GSTN so you can add supplier GSTN in software so that you can avail the benefit of GST.
    • if the supplier has any previous pending balance and you want to maintain the supplier account than please enter the pending balance in the opening balance field and select the type –
      • Debit – which means you have to receive that amount from the supplier end e.g you paid any advance payment to the supplier.
      • Credit –  which means you have to pay the supplier.

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]]> How to update Customer details in BharatBills https://bharatbills.com/uguide/user-guide/how-to-update-customer-details-in-bharatbills/ Sat, 06 Oct 2018 06:44:55 +0000 http://bharatbills.in/?post_type=ht_kb&p=6419 BharatBills allow you to update the details of your customer. There is a list of all customer Customer-> View Customer.  This list of customer will show you the overview of your all customer like-

View Customer

you can check the all customer pending balance under this section. if you want to update the customer details, it will show you the complete details of that customer. You can delete the customer only if you didn’t made and transaction against of that customer like tax invoice, any receipt etc, for modification click on edit button

Customer Details

you can change the details which you want to update and click on Update. change will reflect on screen.

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]]> How to add Receipt in BharatBills https://bharatbills.com/uguide/user-guide/how-to-add-receipt-in-bharatbills/ Sat, 06 Oct 2018 07:00:34 +0000 http://bharatbills.in/?post_type=ht_kb&p=6428 A payment receipt is issued to a customer who is looking for a proof of the payment they have made on an invoice for a service or product.You can Add the receipt in software as well which will maintain the customer balance. Add receipt is the option under Customer section. Customer -> Add Receipt. If you add your sale as cash than there is no need to add receipt of the same because system will automatically generate receipt for CASH bank account for the same sale amount.

Receipt

Steps to add Receipt

  • Select the customer from the list for adding a payment
  • Receipt Number will be the system generated unique number
  • Select the receipt date
  • Enter the Receipt amount
  • Select the bank account name on which that amount will be added. if you want to add new bank go with Cash/Bank Book -> Add Book. 
  • Narration – You can mention anything about that receipt

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