Click on the setting option on the top right corner of the window :

BharatBills have the number of options:

• Change Password – User can change the current password
• Change Theme – User can change the software theme as BharatBills have the number of themes
• Manage User Roles – If a company have the number of users then the company can decide the role or right to access for a user
• Master Configuration – User can set the software as per the requirements
• SMS Templates – User can create the SMS templates himself.
• User Bill Prefix – Admin can decide the Bill prefix for every user
• User Location – Amin Can assign the location to every user
• Shortcut Keys – List of all shortcuts keys in software
• Refer a Friend –  User can refer anyone who wants to buy GST Billing Software
• View Referrals –  List of all referred person by user
• Support Software – for any support from technical team user can download the support software from here.

Steps to set Master Configuration in BharatBills:

• Click on Settings -> Master configuration

• Under Master configuration, there are below options –
  • Production – If a user wants to maintain the production then this option needs to be enabled. Following statuses are possible:
    • Enable – The Production Menu option will be visible in the main Menu List.  More details about the production section can be found here.
    • Disable – If the user doesn’t need the Production Management Functionality, Disabling this option will remove the ‘Production’ from the Main Menu.
  • Delivery Challan – A delivery challan is a document created during the transportation of goods from one place to another which may or may not result in sales. This is sent along with the shipped goods. It contains the details of the items shipped, the quantity of those goods, buyer and delivery address. Following statuses are possible:
    • Enable – The Delivery Challan Menu option will be visible in the main Menu List.  More details about the delivery challan section can be found here.
    • Disable – If the user doesn’t need the Delivery Challan Functionality, Disabling this option will remove the ‘Delivery Challan’ from the Main Menu.
  • Transport – Trasport option is available at the time of document creation like Sale/ Purchase/ Quotation / Proforma Invoice etc.  Following statuses are possible:
    • Enable – The Trasport option will be visible at the time document creation.

      

    • Disable – If the user doesn’t need the Transport section, Disabling this option will remove the ‘Transport section’ at the time of document creation.

      

  • Discount – Discount is required when user going to create a transactional document like Sale/Purchase/quotation etc. Bharatbills support product wise discount Following statuses are possible:
    • Enable – Discount option will be available at the of document creation

      

    • Disable – If the user doesn’t need the Discount option, Disabling this option will remove the ‘discount option’ from the document.

      

  • AUOM (Alternate Unit of Measure) – AUOM option is available at the time of document creation like Sale/ Purchase/ Quotation / Proforma Invoice etc.  Following statuses are possible:
    • Enable – The AUOM option will be visible at the time document creation.
    • Disable – If the user doesn’t need the AUOM option, Disabling this option will remove the ‘AUOM’ from the document.
  • Debit Notes – A debit note is a document used by a vendor to inform the buyer of current debt obligations, or a document created by a buyer when returning goods received on credit. The debit note can provide information regarding an upcoming invoice, or may serve as a reminder for funds currently due. Following statuses are possible:
    • Enable – Debit Notes Menu option will be visible in the Menu List under sales and supplies section. More details about the Debit Notes section can be found here for Supplier and for a Customer.
    • Disable – If the user doesn’t need the Debit Notes Functionality, Disabling this option will remove the ‘Debit Note‘ from the Menu.
  • Credit Notes – A credit note is a letter sent by the supplier to the customer notifying the customer that he or she has been credited a certain amount due to an error in the original invoice or other reasons. A credit note is also known as a credit memo, which is short for “credit memorandum.” Following statuses are possible:
    • Enable – Credit Notes Menu option will be visible in the Menu List under sales and supplies section. More details about the Credit Notes section can be found here for Supplier and for a Customer.
    • Disable – If the user doesn’t need the Credit Notes Functionality, Disabling this option will remove the ‘Credit Note‘ from the Menu.
  • Salesman – A Salesman is a man whose job involves selling or promoting commercial products, either in a shop or visiting locations to get orders. A sales commission is additional compensation the employee receives for exceeding expectations. Employers pay employees a sales commission to incentivize the employees to produce more sales and to reward and recognize people who perform most productively. Following statuses are possible:
    • Enable – The Salesman Menu option will be visible in the main Menu List.  More details about the Salesman section can be found here.
    • Disable – If the user doesn’t need the Salesman Functionality, Disabling this option will remove the ‘Salesman’ from the Main Menu.
  • Shortcuts – If a user wants to work with shortcuts in BharatBills then this option needs to be enabled. Following statuses are possible:
    • Enable – Click on this option if you want to use shortcut keys
    • Disable – If the user doesn’t need the shortcut keys Functionality, Disabling this option will not work with shortcut key in BharatBills.
  • Auto Daily SMS –  BharatBills use to send a notification SMS to its users on daily bases to inform him about his daily number of sales and purchase. If you want notification this option needs to be enabled. Following statuses are possible:
    • Enable – Click on this option if you want to use that feature of BharatBills.
    • Disable – If the user doesn’t need the notification. Disabling this option will send you Daily SMS.
  • Recurring Invoice – A recurring invoice is a type of invoicing in which a supplier or merchant automatically charges a customer for goods or services at regular intervals. The charges will continue until an agreed-upon termination date or when the customer withdraws permission. Following statuses are possible:
    • Enable – Click on this option to avail the benefit of this option.
    • Disable – If the user doesn’t need the recurring invoice Functionality.

Steps to create Note in BharatBills

• Click on dashboard
• There is an option of Notes

• click on the ‘+’ sign to add a note

  

   

• Enter the Note in the note section
• Select the Visibility For – All User or Only Me
• Click on Submit to save the note.
• You can delete the note in view section.

Steps to Update Template in BharatBills

• Click on Setting -> SMS Template

• Click on SMS Template (5th Option) in the List

• BharatBills have the number of templates like INVOICE, RECEIPT, REMINDER
• Select any Template Name
• Content Box will show you the Current template content
• Change according to you
• Availabe Variables show you the list of information which you can use in your template
• You can use Available Variables inyour new template
• Click on UPDATE TEMPLATE if you want to update modification.

Steps to Change the Password

• Enter the current password
• Enter The New password which you want to set
• Re-enter the new password
• Click on Submit.

Steps to change the theme in BharatBills

• Click on  Settings -> Chnage Theme
• by-default theme is white.
• click on any color which you want to apply as theme color

Step to Manage User Roles –

• Click on Settings -> Manage User Roles
• Select The User Name
• Click on Check details

• User Access right depend on the clicked option
• List of Menu is here, Click on option for user access
• Option which is clicked for comes under that user rights
• Click on Change, If you want to assign or update the access

Steps to Add Bill Prefix for User

• Click on Settings -> User Bill Prefix
• Select the User Name
• Bill Prefix show you the assigned prefix
• If Bill Prefix is bank you can assign any new prefix to user
• User can update the old prefix also
• Click on Update Prefix to update the changes

Steps to assign Warehouse/Location Access for Users

• Click on Settings -> User Locations
• Select the User Name
• Select the Locations
• Click on Update Location

Steps to refer a friend

• Click on Settings -> Refer a Friend
• Enter the Name of your Refer Person
• Enter the email address if you know
• Enter The contact Number
• Enter The address  like city and state Name
• Click on Submit

Steps to view the referral status

• click on Settings -> View referrals
• You can check the details of your referrals.