Complete guide to manage your business invoicing and billing
Two ways to get started:
Before creating invoices, set up your company details that will appear on all documents.
Clients are the customers you sell products/services to.
Navigate: Clients → Create Client
Required Information:
Suppliers are vendors you purchase products/services from.
Navigate: Suppliers → Create Supplier
Information Needed:
Navigate: Products → Create Product
Quotations are formal price proposals sent to potential customers before creating an invoice. They help you:
Navigate: Quotations → Create Quotation
6 Status Types:
Delivery Challans are documents used when goods are dispatched before invoicing. Common scenarios:
Navigate: Delivery Challans → Create Challan
Status Types:
Available Actions:
Record purchases from suppliers to track expenses and inventory.
Navigate: Purchase → Create Purchase Invoice
Similar to Sales Invoice:
Navigate: Payments → Make Payment
View complete transaction history with specific client or supplier
YariBilling is fully responsive and optimized for mobile devices!
For Android/iOS:
Available on:
Search Fields:
A: You've used all 5 trial invoices. Upgrade to Monthly or Yearly plan for unlimited invoices. Go to Subscription → Choose Plan → Subscribe.
A: No! Create unlimited quotations even on trial plan. Only actual invoices count toward the 5-invoice trial limit.
A: Open quotation → Click "Convert to Invoice" → Enter invoice number (if manual) → Create. System copies all data and links invoice to quotation.
A: Yes! Quotations with status "Draft" or "Sent" can be edited. Once converted to invoice, they become read-only.
A: Delivery Challan is for goods dispatch (proof of delivery). Invoice is for billing/payment. First create challan when goods leave, then convert to invoice when ready to charge customer.
A: E-Way Bill is required for taxable goods worth more than ₹50,000 (both intra-state and inter-state). Generate on GST portal and enter number in challan.
A: Go to Sales/Purchase → Manage → Click PDF icon next to invoice → Download automatically starts.
A: Yes! Go to Manage Sales/Purchase → Click Edit icon → Make changes → Save. Note: Cannot edit if payment is recorded.
A: Navigate to Manage Invoices → Click Delete icon → Confirm deletion. Note: Cannot delete paid invoices or invoices created from challans/quotations.
A: Check Razorpay dashboard (dashboard.razorpay.com) → Payments section. If payment successful there, return to app and use "Activate Subscription" page.
A: Company → Manage Company → Edit → Upload Logo/Signature/Stamp → Save. All three appear on invoices, quotations, and challans.
A: Signature appears on right side below company name. Stamp appears centered. Both maintain aspect ratio and are auto-sized to look professional.
A: Yes! Fully responsive. All features work on mobile - create invoices, quotations, challans, search, generate PDFs. Install as PWA for app-like experience.
A: Absolutely! Real-time search works perfectly on mobile for all management pages (Quotations, Challans, Sales, Products, etc.).
A: At top of listing pages: Select entries per page (25/50/100/All), use search box to filter, click Previous/Next to navigate pages.
A: Yes! Each section has Export button. Choose PDF or Excel format. All data exports with filters applied.
A: Status changes to "Expired" after validity date. You can still view it, but cannot convert to invoice. Edit to extend validity if needed.
A: Yes! Quotation/Challan view shows linked invoice number as clickable link. Invoice view shows source document (if created from quotation/challan).
If your question isn't answered here:
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