- Effortless GST Invoicing and Billing
Billing
Just Billing revolutionizes the way businesses handle transactions with its intuitive GST Invoicing & Billing feature. Seamlessly running on both mobile and computers, our platform ensures that generating invoices, managing taxes, and processing payments are more efficient than ever. With Just Billing, you’re not just equipped to deal with today’s financial transactions but are also future-proofed for the evolving market demands.
An estimation is a formal statement to the buyer about the product, quantity, product cost. This gives buyer a rough idea about the cost going to incurred if he agrees to buy goods from the supplier.
To create, following steps to be followed:
From Android Application:
1) Click on Menu
2) Select “Estimations” page located under Transaction section
3) Select Products
4) Click on Proceed
5) Select Customer (This step is optional: You can proceed without selecting customer as well)
6) Click on Estimation.
From Windows Application:
1) Click on Menu
2) Select “Estimations” page located under Transaction section
3) Select Products.
4) Select customer
5) Click on “Save Estimation” to complete the process.
From the Back Office:
1) Click on menu.
2) Select “Sales Quotations” Page located under Transaction of sales management
3) Click “Add” to create new estimation.
4) Enter the required details like : customer name, products, quantity etc..
5) Click on save.
Please note :
1) You need to create Products with Product Price, Stock and map to appropriate branch(es) before creating an estimation.
2) Red color fields in the entry form are mandatory.
Yes, you can create estimations for all available sales order types.
From Application:
1) Click on Menu
2) Select “Estimation History” page located under Transactions Section
3) You can find all estimations on the left panel of that page and scroll to locate all estimation created till date.
4) You can find the status on the top right corner of the Estimation box in the left panel From
Back Office:
1) Click on menu.
2) Select “Sales Quotations” Page located under masters section on sales management.
3) You will see list of all quotation created till date.
4) In the list “Status” column is present to denote the status of each quotation.
Please note: Estimations and Quotations are same
In Justbilling Android application, “Recall” option in Estimation history is to allow user to “edit the existing estimation record”.
Please note : In windows application, you can use Edit button to modify to “edit the existing estimation record”.
From Application:
1) Click on Menu
2) Select “Estimation history” page located under Transactions section.
3) Select the record which you want to edit.
4) Click on recall button to edit the estimation (For windows application, click on “Edit” button).
5) Save the changes after editing the details.
From BackOffice:
1) Open Sales Quotations Page
2) Select the record, which you want to edit.
3) Click on EDIT button from the top
4) Make changes and save the record.
Print of an estimatioin will happen automatically if the printer configuration is done from “App setting page”.
To re-print manually, following steps to be followed:
From Android Application:
1) Click on Menu
2) Select “Estimation history” page located under Transactions Section
3) Select a record to print from list.
4) Click on more button located at top right corner of screen.
5) Select Print option. Application will print the estimation.
From Windows application :
1) Click on Menu
2) Select “Estimation history” page located under Transactions Section
3) Select a record to print from list.
4) Click on Print button. Application will print the estimation.
From Back Office:
1) Click on menu.
2) Select “Sales Quotations” Page located under transaction section of sales management.
3) Select a quotation which you want to print.
4) Click “Receipt” button at the top. Estimation will open in a popup.
5) Click on the print button from the top of the page.
Please note : Printer should be pre-configured with appropriate page size, please check how to configure Printer FAQ.
We understand the problems of dependency with internet connectivity at the time of billing. Hence, unlike other cloud based billing system we have designed Just Billing App on Android or Windows, to operate in offline mode automatically when you lose Internet connection.
All the transactions including billing at the store runs independently even if the internet is down, and stores the information locally into your device. Automatic data streaming would start again with the cloud portal as soon as the internet connection is restored.
This might be because of some missing configuration. Follow the below mentioned check points to correct the issue.
1) Product should be marked as “sales item” => In billing screen, only those product will appear which is marked as sales item.
2) Check product inventory => Product should have positive stock or marked as “allow negative stock”. If any product stock is “0” then that product will not show in billing screen.
3) Check the product and price list mapping => In Billing screen, product can be filtered based on the price list selected. Product has to map with the price list, then only product list will appear in billing screen after selecting the same price list.
Check the selected price list and also check if the missing product is mapped with that or not. If not then either you map the product with same price list or change the price list of billing screen in which product is already mapped.
4) Check product filteration by category in billing screen => In billing screen, product can be filtered by category. If you have done the same then you need to select the “All Categories” button located just above the category list to show all products in billing screen.
Product price can be checked from two places – i) Back office ii) Application.
If price is changed from Back office:
1) Check the internet connection as the changes made needs to be synced at the application side.
2) Check the default set price list in the billing screen of application. If the price is not the one in which you had changed the price then change the price catalog and check the product price in billing screen.
If the price is changed from application:
1) Check the default set price list in the billing screen of application. If the price is not the one in which you had changed the price then change the price catalog and check the product price in billing screen.
Product quantity is dependent on “unit of measurement(UOM)”. If the selected UOM for product is not allowing the fractional quantity then while billing application will not accept the fractional quantity to sell. You can change this property by following below mentioned steps:
From application:
1) Click on Menu.
2) Select “Units” page, located under master section.
3) Edit the unit details by edit button.
4) Check the “Allow Fractional Quantity” field in order to allow the fractional quantity during sell.
5) Save the changes.
From Back Office:
1) Click on Menu.
2) Select “Units” page, located under master section of Product management.
3) Edit the unit details by edit button.
4) Check the “Allow Fractional Quantity” field in order to allow the fractional quantity during sell.
5) Save the changes
This could be because of product is not allowed to return. To make change of this setting, following steps to be followed.
From application:
1) Click on Menu.
2) Select “Products” page located under masters section.
3) Select a product to which you want to allow application to return.
4) edit the product details by edit button.
5) Search for an option “Return Allowed”.
6) Check that “check box” in order to allow.
From back office:
1) Click on Menu.
2) Select “Products” page located under masters section on Inventory management.
3) Select the product for which you want to check the returnable property.
4) edit the product details by edit button.
5) Search for an option “Return Allowed”.
6) Check that “check box” in order to allow.
To enable to customer selection during billing, following steps to be followed:
1) Click on Menu.
2) Select “App Setting” page located under setting section.
3) Search for an option “Capture customer details while billing”.
4) Make it enable.
5) Save the setting.
To return a product, following steps to be followed.
From application:
1) Click on Menu.
2) Select “Billing” page located under transaction.
3) Click on more options icon which is located in the top right corner of the page
4) Select return option from the list.
5) New window will displays with the list of invoices
6) Select the invoice to proceed with the return. This will display all details of invoice.
7) Now,remove the unnecessary product from cart.
8) Click on Proceed.
9) Select the appropriate option to return the money to customer.
Please note: Your product should be marked as “returnable”. Can be done from product page.
Yes, if needed you can do a sales return of a product from the back office which was sold from the Just Billing app.
You can do a sales return in two ways
1. You can do a return against an existing sales invoice.
2. You can do a return directly against a customer.
Yes, you can collect customer feedback in Just Billing. There are two ways to collect the customer feedback in the application.
From Customer feedback page:
To do so follow the below mentioned steps:
1) Click on Menu.
2) Select “Customer Feedback page” located under transactions section
3) Select the “Customer Name” by entering mobile number or customer name.
4) Select the transaction number if you want to take the feedback against his/her transaction. (This is optional. Also, You can take feedback without selecting transaction no.)
5) Save the feedback.
Through an option “Collect customer feedback after every transaction”:
To activate this option, following steps to be followed.
1) Click on menu.
2) Select “App setting” page located under setting section.
3) Search for an option “Show feedback after billing”.
4) Enable that option.
5) save the setting.
6) Now, after every transaction, a page will appear to take the customer feedback.
Yes, Transactional data can be cleared. To do this following steps to be followed:
In Free subscription:
1) Click on Menu.
2) Navigate to Settings -> Diagnostics page -> App Maintenance page.
3) Click on “clear data” option.
4) Application will ask what type of data you want to clear. Select “Transactional data” from option.
5) Click on proceed.
6) It will ask for confirmation. Click on Yes to proceed.
7) Now a OTP will be send to the registered mobile number for verification. Enter the OTP to proceed.
8) Once you enter the details, automatically system will clear all data.
In PROFESSIONAL subscription:
1) Login to the back office & click on Menu.
2) Select “System Backup” page located under Administration section.
3) Click on “clear data” option.
4) Application will ask what type of data you want to clear. Select “Transactional data” from option.
5) Click on proceed.
6) It will ask for confirmation from you to proceed. Click on Yes to proceed.
7) Now a OTP will be send to the registered mobile number for verification. Enter the OTP in order to proceed.
8) Once you enter the details, automatically system will clear all data.
Note: Once the data is deleted then it can not be reverted.
An invoice is a bill that lists the details of goods sold to the customer. It involves the details of the products, quantity, Cost, customer details, payment status. This is a financial document which helps user in accounting and keeping track of money flow.
Yes, you can send the invoice through SMS to customer and save paper cost. This feature is only available only for Professional Subscription.
Please note:
To select the existing customert during billing, following steps needs to be followed:
In Just Billing Android application:
1) Open billing screen.
2) Select products in cart.
3) Click on Proceed button.
4) Here in customer screen, Enter the customer name or mobile number to search the customer.
5) Once the list will appear then select the customer to proceed.
In Just Billing Windows application:
1) Open billing screen.
2) Click on “Select Customer” located just above the cart.
3) Search the customer by entering customer name or mobile number.
4) Once the list will appear then select the desired customer to proceed.
Payment methods supported by Just billing application are:
1. Cash
2. Card
3. Gift Voucher
4. Cheque
5. Wallet
6. Bank Transfer
7. Credit Note (applicable only for Sales Flow)
8. Debit Note (applicable only for Purchase Flow)
9. On Account (This payment method will only appear if the invoice is having customer details and applicable only for Sales Flow)
10. Redeem (This payment method will only appear if the invoice is having customer details and applicable only for Sales Flow)
“On Account” is one of the payment method in the application that keeps adding all the due amount of the customer and show against customer. This payment option will only appear if the customer is selecting for bulling process.
Yes, customer dues can be collected any of the branch’s outlet of same company.
Yes, you can receive the due amount owes by the customer from back office.
To do so, following steps to be followed:
1) Click on Menu.
2) Select page “Customer Corporate OR Customer Consumer” (based on the customer type)
3) Search for the customer (for which amount dues payment needs to be taken.)
4) Click the “Payment Collection” button from the header.
5) Select payment method & enter payment amount.
6) Click on “Save” to complete the process.
Please note: After doing so, application will automatically change the status of Invoice from Due to Paid.
Invoice level tax is the tax which is applicable on the final amount of the Order/Invoice. It is applicable to all transactions.
Item level tax is the tax which is applicable on single product price. If you add any product then tax amount will get included automatically and will be the part of the total Order/Invoice amount.
JustBilling doesn’t have this feature as of now, however we may introduce this in our upcoming release(s). Please check for JustBilling software updates on Play Store and update your software on a regular basis to see new features and enhancements.
User can manually change the Price Catalog in billing screen. To do so following steps to be followed:
From application:
1) Click on Menu.
2) Select “Billing/Invoicing” page located under transaction.
3) Click on Price catalog button located on the border of the billing screen.
4) Select the Price catalog as required. Automatically product prices will get change.
5) Now complete the rest steps of billing.
From Back office:
1) Click on Menu.
2) Select “Sales Invoice” page located under transaction section of sales management.
3) Click on “Add” to create new.
4) Search for field “Price catalog”. Select value from dropdown.
5) Now select the product from line item section and complete the billing process.
Please note:
1. Selected Price Catalog will get reset once the current transaction has been completed.
2. If any product is selected in cart before changing the price list then on changing the price list cart will get clear.
In Android Application => User can remove a Product from the billing cart by simply holding the product and swipe to left.
In Windows Application => Delete button is provided for each product in cart. To remove single product from cart, click on delete button.
After adding the products, if you want to clear the cart, follow below steps:
In Just Billing Android:
1) Go to the Billing screen.
2) Add some products in the cart.
3) Now, Click on more options icon which is located in the top right corner of the page
4) Click on “Clear” option to Clear the cart completely.
In Just Billing windows:
1) Go to the Billing screen.
2) Add some products in the cart.
3) Now, click on “cancel” button to clear the current the billing process and clean the cart.
Yes! you can complete the billing process without selecting the customer. Please note: Customer selection process is mandatory for “Home Delivery” process.
You can create/register a new Customer during Billing, to do so following steps needs to be followed:
From Android application:
1) Click on Menu.
2) Select “Billing” page located under transaction section.
3) Select products in cart and click on proceed button.
4) In customer screen, enter the customer details like: Name, mobile no, etc…
5) Click on proceed button to save the customer details and proceed for payment.
From windows application:
1) Click on Menu.
2) Select “Billing” page located under transaction section.
3) Click on “Select Customer” button located just above the cart.
4) Enter details in the field to create new customer (*Red color fields are mandatory)
5) Click on “select customer” button to proceed. (application will save the customer details)
6) Now complete the billing process.
Product quantity can be changed during billing process. To do this folllowing steps to be followed:
From application:
1) Click on menu.
2) Select “Billing” page located under transaction section.
3) Select product(s) to the cart.
4) Click on the product from the cart window to open edit screen
5) Edit the product quantity as required.
6) Click on UPDATE button to save the details.
Product price can be changed during billing process. To do this folllowing steps to be followed:
From application:
1) Click on menu.
2) Select “Billing” page located under transaction section.
3) Select product(s) to the cart.
4) Click on the product from the cart window to open edit screen
5) Edit the product price as required.
6) Click on UPDATE button to save the details.
Note : In case of Fixed Price, price of a product can not be changed during billing.
Discount can be added & modified during the billing. To do so following steps to be followed:
From Application:
1) Click on Menu.
2) Select Invoice page located under transaction section.
3) Add product(s) to the cart.
4) In case of Android, click on “Discount” icon present in the cart section. In case of windows, click on “Tax & Discount” button.
5) Add the discount as required by clicking on individual discount fields.
6) Click on “apply” to save the changes.
From Back office:
1) Click on Menu.
2) Select “Sales Invoice” page located under transaction section of sales management.
3) Click on “ADD” to create new.
4) Select Supplier for whom you want to create invoice.
5) Select product(s) from the line item section.
6) Click on “+” button to add another product in the same invoice.
7) Go to the “Amount Details” section.
8) Enter discount details.
9) Click on “SAVE” to complete the process.
Tax can be added & modified during the billing. To do so following steps to be followed:
From Application:
1) Click on Menu.
2) Select Invoice page located under transaction section.
3) Add product(s) to the cart.
4) In case of Android, click on “TAX” icon present in the cart section. In case of windows, click on “Tax & Discount” button.
5) Add the tax as required by clicking on individual tax fields.
6) Click on “apply” to save the changes.
From Back office:
1) Click on Menu.
2) Select “Sales Invoice” page located under transaction section of sales management.
3) Click on “ADD” to create new.
4) Select Supplier for whom you want to create invoice.
5) Select product(s) from the line item section.
6) Click on “+” button to add another product in the same invoice.
7) Go to the “Amount Details” section.
8) Enter tax details.
9) Click on “SAVE” to complete the process.
Sales instructions can be entered during billing for all Restaurant Subscriptions. To do so, following steps to be followed:
From application:
1) Click on Menu.
2) Select “Billing” page located under transaction section.
3) Add product(s) to the cart.
4) Click on the product from the cart to open product details edit screen.
5) Search field “Instructions”. (For windows application, Search section is defined in the popup, click on that)
6) Enter instructions you want to add.
7) Click on UPDATE button to save the details.
From Back office: JustBilling doesn’t have this feature as of now, however we may introduce this in our upcoming release(s). Please check for JustBilling software updates on Play Store and update your software on a regular basis to see new features and enhancements.
Any product can be sold as complementary at the time of billing by Selecting “Complementary” option in discount rule. The final price of product will become zero.
To do this folllowing steps to be followed:
From Windows application:
1) Click on Menu.
2) Select “Billing” page located under transaction section.
3) Add product(s) to the cart.
4) Click on added product from cart to open in edit form.
5) Find the “Discount rule” field.
6) Select “Complementary” discount.
7) Click on UPDATE button to save the details.
From Android application:
1) Click on Menu.
2) Select “Invoicing” page located under transaction section.
3) Add product(s) to the cart.
4) Click on added product from cart to open in edit form.
5) From the “Discount rule” field, select “Complementary” discount. or enable the Complementary check box.
6) Click on Apply button to save the details.
From Back office:
1. Click on Menu.
2. Navigate to Transactions -> Sales Management -> Sales Invoice page and add entry, by clicking on New button.
3. Select/enter all mandatory fields.
4. Select Complementary discount from Line Details section -> Line Discount field. And save the details.
User can configure any email id to share the invoice via email. Please note: Email configuration should be done to share invoice via email. Please check “how to configure Email FAQ?”
Recall option is to allow user
1) to edit the invoice details.
2) to collect payment.
Note: Recall option will only appear if the invoice status is either “New” or “Due Payment”.
Following steps to be followed:
From Android Application:
1) Click on Menu.
2) Select “Bill History” page located under transaction section.
3) Filter due invoices of customer by entering Customer name/ mobile number.
4) Select the invoice.
5) Click on Recall button. Invoice details screen will open.
6) Click on Proceed. Customer details page will open.
7) Click on Proceed again.
8) A popup will open with an option to collect payment. Click “Yes” to proceed.
9) Payment popup will open. Provide the payment details.
10) Click on save.
From Windows Application:
1) Click on Menu.
2) Select “Bill History” page located under transaction section.
3) Filter due invoices of customer by entering Customer name/ mobile number.
4) Select the invoice.
5) Click on payment button. Payment popup will open.
6) Provide the payment details.
7) Click on save.
From Back office:
1) Click on Menu.
2) Select the invoice which is in due.
3) Click on “Payment Collection”
4) Payment popup will appear. Provide payment details.
5) Click on save.
Yes, invoice generated from the back office portal will be visible in the app.
Yes, if needed you can also generate back dated sales invoices from the back office portal. You just need to make sure that you select the appropriate invoice date when generating one.
From Billing Screen a product can be searched in the following way –
1) Click on Search Icon.
2) Enter Product Name or Product ID to search by.
3) Application will automatically filter the product in billing screen.
Yes. We can create Invoice for all available sales order types.
From Application:
1) Click on Menu
2) Select “Bill History / Invoice History” Located under Transaction Section. Here you will find all the bills made by you.
3) You can find the status on the top right corner of the sales invoice box in the left panel
From Back Office:
1) Click on menu.
2) Select “Sales Invoices” Page located under transaction on Sales management.
3) In sales invoice page, you will find all the bills made by you.
4) In the list “Status” column is present to denote the status of each quotation.
Yes, Due invoices cannot be edited.
Yes, Invoice can be deleted. To do so, following steps to be followed:
From Android Application:
1) Click on menu.
2) Select “Invoice Histroy” page located under transaction section.
3) Swipe the invoice to left side to delete.
4) Enter remarks in the “Remarks popup”.
5) Click on “Save” to complete the process.
From Windows Application:
1) Click on menu.
2) Select “Invoice Histroy” page located under transaction section.
3) Select the invoice which you want to delete.
4) Click on “Delete” button.
5) Enter remarks in the “Remarks popup”.
6) Click on “Save” to complete the process.
From Back office Application:
1) Click on menu.
2) Select “Sales Invoices”page located under transaction section of Sales Management.
3) Select the invoice which you want to delete.
4) Click on “Delete” button.
5) Enter remarks in the “Remarks popup”.
6) Click on “Save” to complete the process.
Print of an invoice will come automatically if the print configuration is done from “App setting page”.
To re-print manually a invoice, following steps to be followed:
From Android Application:
1) Click on Menu
2) Select “Invoice history” page located under Transactions Section
3) Select a record to print from list.
4) Click on more button located at top right corner of screen.
5) Select Print option. Application will print the Order. From
Windows application :
1) Click on Menu
2) Select “Bill history” page located under Transactions Section
3) Select a record to print from list. 4) Click on Print button. Application will print the Order.
From Back Office:
1) Click on menu.
2) Select “Sales Invoices” Page located under transaction section of sales management.
3) Select a invoice which you want to print.
4) Click “Receipt” button at the top. Order will open in a popup.
5) Click on the print button from the top of the page.
Please note : Printer should be pre-configured with appropriate page size, please check how to configure Printer FAQ.
To print multiple copies of an invoice each time you generate, following steps to be followed:
From Android application:
1) Click on Menu
2) Select “App Settings” page located under Settings section.
3) Find “Bill Delivery Modes” option.
4) Click on “Configure” which is placed next to “Print” option.
5) In new screen, you will see an option to select “No of Bill Print”.
6) Enter value (in digit) for the number of prints you need everytime.
7) Save the setting.
Note: Incase, you need additional copy of the invoice for any particular transaction or customer, you can print manually from “Bill History” page. For more details see “How to print an invoice?”
Print of an Order will happen automatically if the printer configuration is done from “App setting page”.
To re-print manually, following steps to be followed:
From Android Application:
1) Click on Menu
2) Select “Order history” page located under Transactions Section
3) Select a record to print from list.
4) Click on more button located at top right corner of screen.
5) Select Print option. Application will print the Order.
From Windows application :
1) Click on Menu
2) Select “Order history” page located under Transactions Section
3) Select a record to print from list.
4) Click on Print button. Application will print the Order.
From Back Office:
1) Click on menu.
2) Select “Sales Orders” Page located under transaction section of sales management.
3) Select a Order which you want to print.
4) Click “Receipt” button at the top. Order will open in a popup.
5) Click on the print button from the top of the page.
Please note : Printer should be pre-configured with appropriate page size, please check how to configure Printer FAQ.
From Android Application:
1) Click on Menu
2) Select “Order history” page located under Transactions Section
3) Select a record to share from list.
4) Click on more button located at top right corner of screen.
5) Select “share” option from list.
6) Application will provide various ways to share like: bluetooth, whatsapp, gmail.
7) Use the appropriate one and share the Order.
From Windows application :
1) Click on Menu
2) Select “Order history” page located under Transactions Section
3) Select a record to print from list.
4) Click on “Share” button. Application will a popup to send an email with estimation as pdf attachment.
5) Enter receipient details and share the Order.
From Back Office:
1) Click on menu.
2) Select “Sales Order” Page located under transaction section of sales management.
3) Select a Order which you want to share.
4) Click “Receipt” button at the top. Order will open in a popup.
5) Save the pdf form of the receipt.
6) Now, you can share the pdf copy of Order via mail or other media transfer mode.
Please note: Internet should be connected to share an Order
You can put an Invoice on hold and recall later. To do this following steps to followed:
From Android application:
1) Click on Menu.
2) Select “Invoicing” page located under transaction section.
3) Select products to cart.
4) Now, Click on “MORE ICON” which is located at the top right corner of the page.
5) Select “HOLD” option from the list which will save the details and keeps on hold.
From Windows application:
1) Click on Menu.
2) Select “Billing” page located under transaction section.
3) Select products to cart.
4) Click on “Hold” button from botton of the screen.
5) Application will save the details and keeps on hold.
No, Orders generated from the back office portal will not be visible at the app side.
An invoice is a bill that lists the details of goods sold to the customer. It involves the details of the products , quantity, Cost, customer details, payment status. This is a financial document which helps user in accounting and keeping track of money flow.
To do so, following steps to be followed:
From Android application:
1) Click on Menu.
2) Select “Invoicing” page located under transaction section.
3) Select product(s) to cart.
4) Apply tax & Discount (optional, buttona are available in CART)
5) Tap on proceed button 6) Select customer details (optional)
7) Tap on payment button to proceed for payment.
8) Select the payment modes (like: cash, card, voucher, loyalty, etc…)
9) Tap on finish to complete the process. Generated bill will be displayed under Bill history page.
From Windows application:
1) Click on Menu.
2) Select “Billing” page located under transaction section.
3) Select product(s) to cart.
4) Select Customers (if required)
5) Apply tax & Discount by using Tax & Discount button.
6) Tap on Payment button
7. Select the payment modes (like: cash, card, voucher, loyalty, etc…)
8) Tap on finish to complete the process. Generated bill will be displayed under bill histroy page.
Yes, you can also generate sales invoices from the back office portal. Provision has been provided in the back office portal so that you can generate invoices from the back office portal.
You can generate a sales invoice in three ways –
1. Create an invoice against an existing order.
2. Create an invoice against an existing quotation.
3. Directly create an invoice against a customer.
In Android application, Recall option is used for:
1) Add/Remove products
2) Add/update customer details
3) Collect payment
In Windows application, Recall option is used for:
1) Add/Remove products
2) Add/update customer details
From Application:
1) Click on Menu
2) Select “Order history” page located under Transactions section.
3) Select the record which you want to edit.
4) Click on recall button to edit the order (For windows application, click on “Edit” button).
5) Save the changes after editing the details.
From BackOffice:
1) Open “Sales Orders” Page
2) Select the record, which you want to edit.
3) Click on EDIT button from the top
4) Make changes and save the record.
From Android Application:
1) Click on Menu
2) Select “Order History” page located under Transaction Section
3) Select the Order which you want to cancel.
4) Select the “Cancel Order” button from the more button located at top right corner of the page.
5) Enter remarks and save. Order will be cancelled.
From Windows Application:
1) Click on Menu
2) Select “Order History” page located under Transaction Section
3) Select the Order which you want to cancel.
4) Select the “Cancel Order” button.
5) Enter remarks and save. Order will be cancelled.
To delete an order, following steps to be followed.
From application:
1) Click on Menu
2) Select Order History page located under Transaction Section
3) Select the Order which you want to delete.
4) For Android application user, swipe the order from Right to left and for Windows application user click on Delete button present for each record.
From back office:
1) Click on Menu
2) Select “Sales Orders” page located under Transaction Section of sales management.
3) Select the Order which you want to delete.
4) Click on Delete button from the top. A confirmation message will come. Click Yes to proceed.
You can convert an Order to Invoice from Application as well as Back Office. To do so, following steps to be followed.
From Android Application:
1) Click on Menu
2) Go to Order history page located under Transactions Section
3) Select a record which you want to convert to Invoice.
4) Click on “INVOICE” button to convert.
5) Application will ask whether you want to modify the order details.
a) Yes – product details will open modify the records.
b) No – It will directly convert the order to invoice.
From Windows Application:
1) Click on Menu
2) Go to Order history page located under Transactions Section
3) Select a record which you want to convert to Invoice.
4) Click on “CONVERT TO INVOICE” button to convert.
5) Application will ask whether you want to proceed or not.
6) Click “Yes” to proceed.
7) An addtional information page will open. Enter the details if required. Click on SAVE to proceed.
8) Now, application will save the record. Here an option will come to ask whether you want to edit the order details or not.
9) Click “No” and save the Invoice.
From Back Office:
1) Open “Sales Orders” Page
2) Select the Order you want to convert
3) Click on “Create Sales Invoice” button from the top.
4) Sales invoice page will open with details like : Products, Quantity, prices, etc…
5) Click on Save button to convert.
No, Orders which are already converted to Invoice cannot be deleted.
From Android Application:
1) Click on Menu
2) Select “Estimation history” page located under Transactions Section
3) Select a record to share from list.
4) Click on more button located at top right corner of screen.
5) Select “share” option from list.
6) Application will provide various ways to share like: bluetooth, whatsapp, gmail.
7) Use the appropriate one and share the estimation.
From Windows application :
1) Click on Menu
2) Select “Estimation history” page located under Transactions Section
3) Select a record to print from list.
4) Click on “Share” button. Application will a popup to send an email with estimation as pdf attachment.
5) Enter receipient details and share the estimation.
From Back Office:
1) Click on menu.
2) Select “Sales Quotations” Page located under transaction section of sales management.
3) Select a quotation which you want to share.
4) Click “Receipt” button at the top. Estimation will open in a popup.
5) Save the pdf form of the receipt.
6) Now, you can share the pdf copy of estimation via mail or other media transfer mode.
Please note: Internet should be connected to share an estimation.
You can convert an estimation to Order from Application as well as Back Office.
From Android Application:
1) Click on Menu
2) Go to estimation history page located under Transactions Section
3) Select a record which you want to convert to order.
4) Click on “ORDER” button to convert.
5) Application will ask whether you want to modify the estimation details.
a) Yes – product details will open modify the records.
b) No – It will directly convert the estimation to order.
From Windows Application:
1) Click on Menu
2) Go to estimation history page located under Transactions Section
3) Select a record which you want to convert to order.
4) Click on “COVERT TO ORDER” button to convert.
5) Application will ask whether you want to proceed or not. the estimation details.
6) Click “Yes” to proceed.
7) An addtional information page will open. Enter the details if required. Click on SAVE to proceed.
8) Now, application will save the record. Here an option will come to ask whether you want to edit the order details or not.
9) Click “No” and save the order.
From Back Office:
1) Open “Sales Quotations” Page
2) Select the Quotation you want to convert
3) Click on “Create Sales Order” button on the top.
4) Sales order page will open with details like : Products, Quantity, prices, etc…
5) Click on Save button to convert.
You can convert an estimation to INVOICE from Application as well as Back Office.
From Android Application:
1) Click on Menu
2) Go to estimation history page located under Transactions Section
3) Select a record which you want to convert to invoice.
4) Click on “INVOICE” button to convert.
5) Application will ask whether you want to modify the estimation details.
a) Yes – product details will open modify the records.
b) No – It will directly convert the estimation to invoice.
From Windows Application:
1) Click on Menu
2) Go to estimation history page located under Transactions Section
3) Select a record which you want to convert to invoice.
4) Click on “COVERT TO INVOICE” button to convert.
5) Application will ask whether you want to proceed or not. the estimation details.
6) Click “Yes” to proceed.
7) An addtional information page will open. Enter the details if required. Click on SAVE to proceed.
8) Now, application will save the record. Here an option will come to ask whether you want to edit the order details or not.
9) Click “No” and save the invoice.
From Back Office:
1) Open “Sales Quotations” Page
2) Select the Quotation you want to convert
3) Click on “Create Sales Invoice” button on the top.
4) Sales order page will open with details like : Products, Quantity, prices, etc…
5) Click on SAVE button to convert.
A sales order is a financial document that confirms an impending sale. It is raised when an initial estimate is approved and the transaction is underway, and details the exact quantity, price and delivery details of the products or services being sold. JustBilling allows you to create an order from application as well as from Back Office.
To do this following steps to be followed.
From Android Application:
1) Click on Menu.
2) Select “Orders” page located under transaction section.
3) Add Products to the cart.
4) Click on proceed.
5) Select Customer for the order. (This is an optional step)
6) Click on “proceed” to save the order.
7) Enter details in addtional info popup and click on SAVE to proceed.
8) A popup will appear to confirm the payment. Select “YES” if you want to take advance payment for an order. If not then select “NO”.
9) Save the order.
From Windows Application:
1) Click on Menu.
2) Select “Orders” page located under transaction section.
3) Add Products to the cart.
4) Select Customer for the order. (This is an optional step)
5) Click on “Save Order” button.
6) Enter details in addtional info popup and click on SAVE to proceed.
7) Order will be save in the application.
From Back Office:
1) Click on Menu.
2) Select Sales order page under transactions of Sales management.
3) Click on “New” button to create an order
4) Enter required details (* red color fields are mandatory)
5) Click on save.
Yes. We can create Order for all available sales order types but by default billing screen selects default sales order type defined under App Settings page.
From Application:
1) Click on Menu
2) Select “Order History” page located under Transactions Section
3) Here, you will find all the created sales order till date.
4) You can find the order status on the top right corner of the order box under left panel.
From Back Office:
1) Click on Menu.
2) Select Sales Orders Page located under transaction section under sales management
3) Here, you will find all the created sales orders till date.
4) Here, you will find an separate column “status” under that status of all orders are listed.
- Streamlined Procurement Process
Purchase & Requisition
Optimize your procurement workflow with Just Billing’s Purchase & Requisition feature. Our system simplifies the process of managing supplier relationships, purchase orders, and inventory restocking. Ensure your business always has what it needs to thrive, with detailed tracking and timely requisition capabilities.
Yes, you can create a purchase GRN without Stock transfer/ Order.
To do this following steps to be followed:
1) Click on Menu.
2) Search “Purchase Goods Received” page located under transaction section of Purchase management.
3) Click on “Add” button to create new.
4) Select “Supplier”.
5) Enter product details in “line item” section.
6) Click on Save to finish the process.
Yes, you can create a purchase GRN with Stock transfer/ Order. To do this following steps to be followed:
1) Click on Menu.
2) Search “Purchase Goods Received” page located under transaction section of Purchase management.
3) Click on “Add” button to create new.
4) Select “Supplier”.
5) Select the Purchase order no / Stock transfer no to proceed.
6) Automatically product details will appear in “line item” section.
7) Enter the receiving quantity.
8) Click on Save to finish the process.
When you purchase something and are not happy with it, you return it. In the same manner, if you have a business and you do not like the goods/ raw material purchased by you then you can return it to the seller.
There are a number of reasons for purchase returns, such as
1) Buyer initially acquired an excessive quantity and wants to return the remainder
2) Buyer acquired wrong goods
3) Seller sent the wrong goods
4) Goods have proven to be inadequate
Yes, you can return an item without selecting the purchase invoice. To do this following steps to be followed:
1) Click on Menu.
2) Search “Purchase Return” page located under transaction section of Purchase management.
3) Click on “Add” button to create new.
4) Select “Supplier”.
5) Enter product details in “line item” section.
6) Click on Save to finish the process.
Yes, you can return an item by selecting a purchase invoice.
To do this following steps to be followed:
1) Click on Menu.
2) Search “Purchase Return” page located under transaction section of Purchase management.
3) Click on “Add” button to create new.
4) Select “Supplier”.
5) Select the Invoice number.
6) Automatically products details will appear according to the invoice.
7) Enter return quantity for the product which needs to be returned.
8) Click on Save to finish the process.
Yes, you can create a purchase GRN with Stock transfer/ Order. To do this following steps to be followed:
1) Click on Menu.
2) Search “Purchase Goods Received” page located under transaction section of Purchase management.
3) Click on “Add” button to create new.
4) Select “Supplier”.
5) Select the Purchase order no / Stock transfer no to proceed.
6) Automatically product details will appear in “line item” section.
7) Enter the receiving quantity.
8) Click on Save to finish the process.
When you purchase something and are not happy with it, you return it. In the same manner, if you have a business and you do not like the goods/ raw material purchased by you then you can return it to the seller.
There are a number of reasons for purchase returns, such as
1) Buyer initially acquired an excessive quantity and wants to return the remainder
2) Buyer acquired wrong goods
3) Seller sent the wrong goods
4) Goods have proven to be inadequate
Yes, you can return an item without selecting the purchase invoice. To do this following steps to be followed:
1) Click on Menu.
2) Search “Purchase Return” page located under transaction section of Purchase management.
3) Click on “Add” button to create new.
4) Select “Supplier”.
5) Enter product details in “line item” section.
6) Click on Save to finish the process.
Yes, you can return an item by selecting a purchase invoice.
To do this following steps to be followed:
1) Click on Menu.
2) Search “Purchase Return” page located under transaction section of Purchase management.
3) Click on “Add” button to create new.
4) Select “Supplier”.
5) Select the Invoice number.
6) Automatically products details will appear according to the invoice.
7) Enter return quantity for the product which needs to be returned.
8) Click on Save to finish the process.
Purchase invoice can be created against requisition order or purchase order.
To do this follwing steps to be followed:
1) Click on Menu.
2) Search “Purchase Invoices” page located under transaction section of Purchase management.
3) Click on “Add” button to create new.
4) Select “Supplier”.
5) Select Requisition order no / Purchase order no against which you want to create purchase invoice.
6) Automatically product details will appear in “line item” section. Change the requirement it required.
7) Click on Save to finish the process.
Goods Received Note (GRN) is raised on receiving goods from supplier. This document is for internal usage. Goods received note are also prepared in three or more copies where one is retained by the store department and another is sent to accounts department.
Accounts department uses GRN to verify the invoice sent by the supplier. No invoice will be processed by the accounts department for payment purposes unless a GRN is sent by stores manager as GRN evidences the receipt of goods. It helps in business to audit what item / how many quantity they received against the supplier invoice.
Yes, You can create a purchase order without Requisition order.
To do this following steps to be followed.
1) Click on Menu.
2) Search “Purchase Order” page located under transaction section of Purchase management.
3) Click on “Add” button to create new PO. 4) Select “Supplier” against whom you are creating PO.
5) Select product details in “line item” section.
6) Click on Save to finish the process. Note: Purchase order can only be created from Back office only.
Invoice is a document indicating items purchased, prices, date of shipment, delivery and payment terms. The term invoice indicates money the buyer owes to a seller. The invoice is also specified with the period of time after which the buyer has to make payment to the seller for the goods and services they have purchased.
Importance of an invoice are as follows –
1) Invoices are a great way to track your earnings, business and expenses.
2) It gives you the view of the purchase of products for inventory management.
3) If invoices are utilized properly, they may act as a documentation for all your business transactions.
4) Invoice reports help you to show which orders are completed and paid for and total outstanding for the supplier.
5) Besides that, you have complete financial control of your business and ongoing progress.
Yes, You can create a purchase invoice without Requisition/ Purchase Order.
To do this following steps to be followed.
1) Click on Menu.
2) Search “Purchase Invoices” page located under transaction section of Purchase management.
3) Click on “Add” button to create new.
4) Select “Supplier” against whom you are creating purchase invoice.
5) Enter product details in “line item” section.
6) Click on Save to finish the process.
Note: Purchase invoice can be created from back office only.
Purchase invoice can be created against requisition order or purchase order.
To do this follwing steps to be followed:
1) Click on Menu.
2) Search “Purchase Invoices” page located under transaction section of Purchase management.
3) Click on “Add” button to create new.
4) Select “Supplier”.
5) Select Requisition order no / Purchase order no against which you want to create purchase invoice.
6) Automatically product details will appear in “line item” section. Change the requirement it required.
7) Click on Save to finish the process.
Goods Received Note (GRN) is raised on receiving goods from supplier. This document is for internal usage. Goods received note are also prepared in three or more copies where one is retained by the store department and another is sent to accounts department.
Accounts department uses GRN to verify the invoice sent by the supplier. No invoice will be processed by the accounts department for payment purposes unless a GRN is sent by stores manager as GRN evidences the receipt of goods. It helps in business to audit what item / how many quantity they received against the supplier invoice.
Yes, you can create a purchase GRN without Stock transfer/ Order.
To do this following steps to be followed:
1) Click on Menu.
2) Search “Purchase Goods Received” page located under transaction section of Purchase management.
3) Click on “Add” button to create new.
4) Select “Supplier”.
5) Enter product details in “line item” section.
6) Click on Save to finish the process.
Businesses use requisition orders to request supplies and services on behalf of their firm. They may seek procurement for general supplies, stock transfers or outside services. To Create a requisition order, following steps to be followed.
From Application:
1) Click on Menu.
2) Search “Requisition order” page located under transaction section.
3) Click on “+” button to create new requisition order.
4) Select product(s) with required quantity.
5) Click on proceed.
6) Select “Branch” to which you are putting requisition.
7) Click on “OK” to complete the process.
Note: This feature is not available in Just Billing Windows. however we may introduce this in our upcoming release(s). Please check for JustBilling software updates on Play Store and update your software on a regular basis to see new features and enhancements.
All requisitions generated in the application can be found in the “Requisition History” page with the status “New”. Once goods received against the requisition order then the status will change from “New” to “Completed”
Following steps to be followed to receive the GRN. From application:
1) Click on Menu.
2) Search for the “Goods Received” page located under transaction section.
3) Click on Add button create new goods received note.
4) Select the Requisition order number. On selecting the Requisition number, application will display all product(s) & requested quantity details along with the transferred/receiving quantity details.
5) Check the actual receiving quantity against transferred quantity.
6) Click on “SAVE” to complete the process.
Note: This feature is not available in Just Billing Windows. however we may introduce this in our upcoming release(s). Please check for JustBilling software updates on Play Store and update your software on a regular basis to see new features and enhancements.
JustBilling doesn’t have this feature as of now, however we may introduce this in our upcoming release(s). Please check for JustBilling software updates on Play Store and update your software on a regular basis to see new features and enhancements.
Purchase order is a document indicating item types, quantity and services being purchased. It also includes the payment terms, shipment, other associated terms and conditions.
Importance of PO are as follows –
1) Purchase orders are typically used when a buyer wants to purchase supplies or inventory.
2) A properly managed Purchase Order will quickly tell you what’s been ordered, shipped and received but not invoiced and so on.
3) Besides that, creating POs in the system will help prevent ordering more of an item than you may need.
4) You can also match the delivered goods against what was ordered, to prevent wrong delivery.
5) Suppliers use PO’s to fulfil their orders and payment processing.
- Advanced Inventory Management
Inventory
With Just Billing, take control of your inventory with real-time tracking and management tools. Our system offers detailed insights into stock levels, product movement, and order fulfillment, ensuring that your business maximizes efficiency and reduces wastage.
JustBilling doesn’t have this feature as of now, however we may introduce this in our upcoming release(s). Please check for JustBilling software updates on Play Store and update your software on a regular basis to see new features and enhancements.
Stock transfer order is a process to transfer stock from one branch (can be warehouse or Kiosk) to another branch (can be warehouse or Kiosk). This page help in sending the stock to the kiosk on time to prevent the stockout situation.
Stock transfer through application gives visibility to both end (sending party & receiving party) on the stock transfer. Both end person can easily check what was the transfer quantity and what is the receiving quantity. If there is any mismatch then they can talk to each other and valid proof of mismatch.
Accordion ContentProduct stock details can be updated from application as well as from back office.
Following steps to be foloowed in order to do the same:
From Application:
1) Click on Menu
2) Select “Inventory Adjustments” page located under transaction section.
3) Select appropriate “Adjustment type” from the dropdown. like : theft, damage, etc…
4) Select product.
5) Enter Quantity to adjust.
6) Click on save.
From Back Office:
1) Click on Menu.
2) Select “Adjustment” page located under transaction section of Inventory.
3) Enter Branch (for which adjustment is being made)
4) Select “Product Code” from dropdown.
5) Select “Adjustment type” from dropdown. like theft, damage, etc…
6) Enter quantity.
7) Click on Save.
Stock can be transferred to any branch from the back office. A user need to login into the back office and follow the below mentioned steps:
With Requisition order :
1) Click on Menu.
2) Select page “Stock transfer out” located under transaction of Inventory management.
3) Click on “New” button to create new record.
4) Select “Requisition Order No” from dropdown. On selecting the requisition order number, automatically details will appear inthe page along with product details and required quantity in “line details” section.
5) Enter the “Transfer out quantity” against each product.
6) Click on save to complete the process.
Without Requisition order :
1) Click on Menu.
2) Select page “Stock transfer out” located under transaction of Inventory management.
3) Click on “New” button to create new record.
4) Select “Ship to Branch” field from dropdown. Here all branches will appear to select.
5) Select Product code from Line item section place below. You may need to scroll down a little.
6) Selet transafer out quantity.
7) Click on “+” button to save the details for this product and allow to add another product.
8) Repeat the same process till all the produc gets listed with transfer out quantity.
9) Click on save to complete the process.
There can be 2 ways of completing the Return process, which is following below –
Case 1 : Return : When any product is returned back to the store, inventory of the same products gets reverted accordingly.
Case 2 : Exchange : If customer wants to exchange the product with another Product, inventory will adjust accordingly by reverting back (increase) the quantity of the returned Product and deducting the quantity of the exchanged/sold Product.
Just Billing doesn’t have this feature as of now, however we may introduce this in our upcoming release(s). Please check for Just Billing software updates on Play Store and update your software on a regular basis to see new features and enhancements.
Yes, you can use the Barcode scanner to entry & update the inventory for the business.
Inventory is an asset, owned by a business. It has the purpose of being sold to a customer. This includes items sold to end customers or distributors. It includes raw materials, work in process, and finished goods.
Initial stock for the branch can be enter by two places, Application and Back office.
Following steps to be followed in order to enter initial stock,
From Application:
1) Click on Menu. 2) Select “Inventory Adjustments” page located under transaction Section.
3) Select the “Initial Stock” value in adjustment Type field.
4) Click on OK button (*ignore this step in windows application)
5) Select Product from list. (*ignore this step in windows application)
6) Enter Quantity to adjust.
7) Click on Proceed to save.
From Back Office:
1) Click on Menu.
2) Select “Adjustments” page located under transaction section of Inventory management.
3) Click on add to create new.
4) Select Branch (for which you want to do initial stock in), Adjustment Type (select “initial stock”).
5) Now select the product and enter the quantity from ‘line item’ section.
6) Click on “+” button to save the change for product and add another product.
7) Click on Save & Close for final save.
Please note: To make this more easier, import feature has been provided so that bulk entries can be done easily.
Physical stock count is a process which is done by every business to ensure that actual physical count of inventory is matching with the value shows in application. Due to this process company ensures that all products are of right quantity mentioned in application and act correct place/bin location.
If any mismatch found by the person then they can change the quantity accordingly in application to stop the mismatch in future. This activity is usually done at the end of a month, quarter, or year, to coincide with the end of a reporting period.
- Reliable Home Delivery Solutions
Home Delivery
Expand your business reach with Just Billing’s Home Delivery feature. Our platform provides a comprehensive system for managing orders, dispatch, and delivery tracking, ensuring a seamless and satisfying customer experience from order to doorstep.
Just Billing doesn’t have this feature as of now, however we may introduce this in our upcoming release(s). Please check for Just Billing software updates on Play Store and update your software on a regular basis to see new features and enhancements.
Just Billing doesn’t have this feature as of now, however we may introduce this in our upcoming release(s). Please check for Just Billing software updates on Play Store and update your software on a regular basis to see new features and enhancements.
Yes, you can take advance order from customer for home delivery. You need to define the delivery date & time while taking an order. For more details see FAQ “How to take home delivery order?”
To take the home delivery order through application, following steps to the followed:
From Android Application:
1. Click on Menu.
2. Select “Order” page located under transaction section.
3. Select the “Sales Order Type as Home Delivery”
4. Select products and put the order quantity.
5. Click on proceed button to add customer customer details.
6. Select Customer (*Existing/New) and click on proceed button to save the other details related to home delivery.
7. Now, “Additional details” popup will open to capture delivery date & time information.
8. Click on save to proceed.
9. Now, “collect payment details” popup will open to capture details if customer is making payment before delivery.
From Windows Application:
1. Click on Menu.
2. Select “Order” page located under transaction section.
3. Select the “Sales Order Type as Home Delivery” (*if it is not set to Home delivery by default)
4. Select Customer. (select customer button located just below the sales order type button)
5. Select products and enter quantity details.
6. Click on “Save Order” button to save the order details.
7. Now, “Delivery information” popup will open to capture delivery date & time information.
8. Click on save to proceed.
9. Now, “confirm Delivery address” popup will appear to capture the delivery address.
10 Click on Continue button to save the order details.
Yes, Inventory will hit in case of home delivery process. However, it can be confugured based on the business process from App setting page from the application.
To do so below steps to be followed:
1) Click on menu.
2) Select “App setting” page located under setting section.
3) Search for an option “Inventory Hit”. Configure this option as –
a) Order – to hit the inventory whenever Order will be made.
b) Invoice – to hit the inventory whenever Invoice will be made.
c) KOT – to hit the inventory whenever KOT will be made.
In JustBilling application, Delivery charges & packing charges are treated as product.
To do so, following steps should be followed:
From back office (for PROFESSIONAL version of JB windows & Android)
1) In case of Windows, open the “Sales order type page” located under master section of sales management. In case of Android, open the Order Type page located in app setting.
3) Edit the take away sales order details.
4) Enter the packing & delivery charges details and Save the changes.
From Application (for Free Subscription of JB windows & Android)
1) Click on menu.
2) In case of Android, open the Order Type page located in app setting. In case of Windows, Open the Sales Configuration page from menu => settings.
3) A popup will open with details, select “take away” option in order type field.
5) Enter the packing & delivery charges details and Save the changes.
JustBilling doesn’t have this feature as of now, however we may introduce this in our upcoming release(s). Please check for JustBilling software updates on Play Store and update your software on a regular basis to see new features and enhancements.
JustBilling doesn’t have this feature as of now, however we may introduce this in our upcoming release(s). Please check for JustBilling software updates on Play Store and update your software on a regular basis to see new features and enhancements.
JustBilling doesn’t have this feature as of now, however we may introduce this in our upcoming release(s). Please check for JustBilling software updates on Play Store and update your software on a regular basis to see new features and enhancements.
Delivery is the process of transporting goods from source to destination. In this process, customer places an order to the store and requests the store to deliver the product(s) to their house OR any other defined place. Delivery person delivers and receives amount from the customer.
- Efficient Expense Tracking
Expenses
Keep your finances under control with Just Billing’s Expenses feature. Monitor and manage business expenditures with ease, allowing for better budgeting, forecasting, and financial planning. Our system helps you focus on growing your business by minimizing financial overheads.
Operating expenses are the cost associated with operating activities (like: Eletricity bills, telephone bills, fuels, etc..) done by any company to run the day to day expenses. Operating Expense helps user to keep a track of daily expense through petty cash by the users.
For example, if you made some payment to a local vendor or paid some bills, you can enter the expense details from this page.
From Application:
1) Click on Menu
2) Select “Estimation History” page located under Transactions Section
3) You can find all estimations on the left panel of that page and scroll to locate all estimation created till date.
4) You can find the status on the top right corner of the Estimation box in the left panel From
Back Office:
1) Click on menu.
2) Select “Sales Quotations” Page located under masters section on sales management.
3) You will see list of all quotation created till date.
4) In the list “Status” column is present to denote the status of each quotation.
Please note: Estimations and Quotations are same
Expense Voucher date is the date on which you are creating details in the application. Finance manament will take this date as reference date of expense and keep the information in the system.
Please note : Expense Voucher date can not be less than Expense date.
Yes, Expense record created at the back office side will appear in the application.
Yes, You can create expenese for previous year. To do so, you need to select the Expense date as the previous year date.
Please note: If you create previous year record then, that record will save in the back office under previous financial year. To see this record at the back office side, change the financial year accordingly.
- Flexible Subscription Management
Subscription
Just Billing’s Subscription feature offers a customizable platform for managing recurring payments and services. Cater to a diverse customer base with personalized subscription plans, automated billing, and efficient payment processing, enhancing customer satisfaction and loyalty.
Back office is a business management suite which is connected to the Just Billing app and is accessible from anywhere using any internet browser. With the help of business management suite you can manage your business spread over various locations, view real time data, track inventory, sales, purchase, manage finance, etc. across locations. With the data available on your fingertips you can take better business decisions.
Yes, the back office portal is accessible from your mobile/tablet browser if internet connection is available. However, we suggest that you access it from your computer because of the display size limitations of a mobile/tablet and better usability.
If you already have Windows computer as per the system requirement of Just Billing, you can opt for Windows version of Just Billing.
Otherwise, you can go for Android mobile or tablet if you are planning to setup new. This will reduce your capital investment and billing counter space required.
Also, if you need an application with mobility option or if you have to move around to take orders, you can go for Android version.
However, both Windows and Android version of Just Billing has same features and functionalities.
Just Billing Free is suitable for single location and single device usage
Just Billing Professional is suitable for accessing real-time information from anywhere or for business with multiple locations.
For detailed comparison please refer to https://effiasoft.com/pos-billing-app-price/
Yes, you can use both Just Billing Android and Windows version for the same business. Both will connect to the same cloud back office portal to give a consolidated view of your business.
Yes, you can upgrade from Free to Professional edition at any point of time. Please check for JustBilling software updates on Play Store and update your software on a regular basis to see new features and enhancements.
All the price mentioned in any of our official websites and applications are only for the software subscription and does not include any kind of hardware. You can use your existing hardware or may buy as per the system requirement specified for using Just Billing software.
Internet is not required all the time for Just Billing App on Android or Windows at your store. It operate in offline mode automatically when you lose Internet connection. Each store runs independently even if the internet is down. Automatic data streaming would start again in the back ground as soon as the internet connection is restored.
However, the cloud web applications such as Back Office portal opens in your web browser and requires internet connection to access the from anywhere.
We understand how important of trying it out before buying the product, so we provide 15 days of free trail with full functionality. You can download Just Billing App in any of your mobile or table or computer and play around to understand the vast features Just Billing provides for your business.
(Please note: Free trial is available only once per customer/organization)
Let’s take it this way. We don’t charge for any customization and we don’t promise that it will be provided. Whatever we receive a request for new feature, the same is analyzed by our product management team. If it is found to be helpful for most of our customers, then we include the feature into our development pipeline. The same would be released as per our priority and release plan.
Please contact us at support@effiasoft.com before you wishes to end your subscription.
However can download all your data into Excel/CSV format before ending your subscription. Please refer our Master Subscription Agreement (https://effiasoft.com/subscription-agreement/) for the details.
You can renew your subscription at any point of time before it expires. Please refer our Master Subscription Agreement (https://effiasoft.com/subscription-agreement/) for the details.
You can cancel your subscription at any point of time. Please refer our Master Subscription Agreement (https://effiasoft.com/subscription-agreement/) for the details.
We provide 24*7 online support via support ticketing system (http://support.effiasoft.com). We also provide supports via email, remote sharing tools and phone calls for special cases.
The standard business hours for support is from 10 A.M. to 7:30 P.M. India Time (IST), from Monday to Friday on a week, except any Public Holidays.
Please refer our Master Subscription Agreement (https://effiasoft.com/subscription-agreement/) for more details.
This is a very unique feature Just Billing provides for all editions by default. Unlike other software, Just billing automatically backup your device data into our secure cloud which can be restored any time.
In case your device where Just Billing was installed got damaged, please follow the steps below to configure in a new device without loosing any data. However, please note that you must purchase a new subscription for the new device as Just Billing subscription is device specific.
1. Install the application in mobile, tablet or Windows computer from the download links provided in the website.
2. In the Registration Type page, select “Existing Organization” option. On selection of Existing organization, application will ask for Organization Code and Account ID. Enter your Organization Code and Account ID as was received by email when you had subscribed for your first branch, and click next.
3. Next in the User Details page, select EXISTING USER and enter your User Name and Password correctly. Click on next.
4. In Subscription Details page, un-check the Free trial option and enter the valid subscription code received when purchased Just Billing new subscription. Tap on proceed.
5. When prompted whether you want to download past transaction data, select YES.
6. Application will now automatically start downloading your past data and settings from our automated cloud backup. Once the process is complete you will be taken to the dashboard of the application and it is ready for your usage again.
Congratulation on setting up Just Billing on your new device successfully!
When you configured Just Billing Professional edition, an unique cloud back office portal was created for you automatically. Your unique back office portal URL link along with the login details was sent to your registered email address.
No, all the versions are yearly subscription based. In fact subscription model always have lower cost of ownership and less capital investment compared to the licensing model. In this model you do not need to bother about software support, maintenance, version upgrade, training materials etc. Moreover, we provide, maintain and take care of your server and infrastructure so that you do not need any in-house resource and investment for the same. Everything are inclusive within the single subscription fees.
There no AMC charges as the product works on subscription pricing model, which covers all the below items within the subscription price
1. Software subscription
2. Cloud Server infrastructure which includes cloud hardware and third party software such as database, operating system etc.
3. Maintenance of software
4. Maintenance of cloud back office
5. Support of the software and cloud back office
6. Free upgrade of software
Also, please feel free to refer the subscription terms as available at Subscription Agreement
Software development is a continuous improvement process. Whenever there are any new features are implemented based on other users feedback and as per our product enhancement process on the application/back office, the same would be available to you. We don’t charge extra for such version updates.
Surely, you can get a new subscription whenever a new outlet opens and each subscription gets activated from the date of installation. All the terms and conditions would remain same as the other previous subscriptions. On or before expiry of a subscription (one year from the date of installation) you need to renew the subscription and the process is automated.
No, we can not downgrade any edition as your data will be stored according to the features enabled with your current subscription, and this may loose your data.
You can download Just Billing
Android version from the Google Play store – https://play.google.com/store/apps/details?id=cloud.effiasoft.justbillingstd
Windows version from – https://effiasoft.com/download/JustBilling.exe
Accordion CYes! Internet connection is mandatory to download and configure Just Billing software as well as to update the software with the latest version.
(Please note: It is important to update the software every time you receive an update notification as this provides you new functionalities and fixes completely free of cost)ontent
For Android:
Like any other Android application, you will also receive an update notification from Google Play Store for Just Billing as well, if the notification is set to ON in your device. You may also navigate to Google Play > My Apps sections to see if there is an update available for Just Billing.
For Windows:
If you are using Just Billing Windows version, on login itself the application will prompt you if any update is available. However, your computer must be connected to internet in order to get the update notification.
After receiving the update notification, you can simply click on the “Update” button, and your Just Billing Software will be updated to the new version automatically.
To install and subscribe Just Billing software for your business, please follow the steps below –
1. Install the application in mobile, tablet or Windows computer from the download links provided in the website.
2. In the Registration Type page, select “New Organization” option click on Next.
3. In the Business Vertical page, select your business segment from the given options like Retail, Restaurant, Service etc. option click on Next. [For e.g: select Retail]
4. In Subscription Type page, select Free, or Professional” that suites your needs. Select appropriate business template from the available list and accept the Subscription agreement.
5. In User Details page, enter all the details as required to setup your business. The same information will be used in the invoices and reports.
Please note that Mobile number and email must be entered correctly as an one time password will be sent to you, which will be required to proceed to complete the setup.
You can not use the same mobile number if it was used previously to subscribe any edition of Just Billing, as the FREE edition or TRAIL can be provided only once per customer.
6. In Next page, Enter the OTP received on your email ID and/or mobile number and tap on Activate.
7. Application will now automatically setup your business with the template selected, create cloud back office portal/back up system. Once the process is complete you will be taken to the dashboard of the application and it is ready for your usage.
You will receive an email with your account details and cloud back office login details (for professional edition)
You will also receive an email with all the guidance on to how to use Just Billing, used guide and FAQ. We highly recommend you to go through the resources to understand how Just Billing can help your business to grow faster.
Congratulation on setting up Just Billing successfully!
This feature is available only for the Just Billing Professional edition, as Free edition does not support multi-location configuration.
To install for a new branch under an existing Just Billing account, please follow the steps below –
1] Create the new branch in Cloud Back Office:
1. Login to your cloud back office
2. Navigate to “My Organization” link
3. Navigate to the “Branches” sections
4. Click on Add button to add a new branch. Enter all the details of your new branch here and save the information. Please note the branch code you have entered (can be alphanumeric). This will be required to configure Just Billing App at the new store.
2] Subscribe and configure Just Billing App at the new Store:
1. Install the application in mobile, tablet or Windows computer from the download links provided in the website.
2. In the Registration Type page, select “Existing Organization” option. On selection of Existing organization, application will ask for Organization Code and Account ID. Enter your Organization Code and Account ID as was received by email when you had subscribed for your first branch, and click next.
3. Next in the User Details page, select NEW USER and tap on Next.
4. In User Details page, enter all the information of your new branch’s manager and enter the Branch Code you had created from the cloud back office in the step 1]
5. In Subscription Details page, un-check the Free trial option and enter the valid subscription code received when purchased Just Billing. Tap on proceed.
6. Application will now automatically start downloading master data and organization policies from the back office. Once the process is complete you will be taken to the dashboard of the application and it is ready for your usage in the new branch.
You will receive an email with your account details and cloud back office login details (for professional edition)
You will also receive an email with all the guidance on to how to use Just Billing, used guide and FAQ. We highly recommend you to go through the resources to understand how Just Billing can help your business to grow faster.
Congratulation on setting up Just Billing on new store successfully!
- Streamlined Kitchen Operations
KOT (Kitchen Order Ticketing)
Enhance your restaurant’s efficiency with Just Billing’s KOT feature. Our system ensures that order processing, kitchen ticketing, and meal preparation are seamlessly integrated, reducing wait times and improving customer service.
Yes, you can create estimations for all available sales order types. Kitchen Order Ticket (abbreviated as KOT) is a written document given to the kitchen in exchange of items/ dishes collected from the kitchen. It serves as an audit toll, to measure what has gone out of the kitchen, through whom in what quanitites.
KOT can be printed or directly share to kitchen area through KOT screen.
Printing KOT can be configured from application as well as from back office too.
In Free Subscription, from application:
1) Click on Menu
2) Select “App Settings” page located under setting section.
3) Go to “Invoice Delivery Modes” section.
4) In case of Android, Select “Print” option & click on “configure”.
In case of Windows, Select “Print” option & click on “save”.Then application setting select KOT printer name & save before that from sales configuration page need to select no. of KOT print.
5) Enter value in “No of KOT Print” field. (According to the entered value, KOT print will come)
6) Save the setting.
In PROFESSIONAL version, from back office:
1) Click on Menu.
2) Select “Sales Order Types” page located under master section of sales management.
3) Edit any one of the “Sales Order Type”
4) Enter value in “No of KOT Print” field. (Entered quantity will be printed)
5) Save the changes.
6) Repeat the step 3, 4 & 5 for other order type. Please note: In case of “muplitiple print of KOT”, enter more than “1” value in “No of KOT print” field.
Print KOT by department can be configured from application only. To do so, following steps to be followed :
From JB Professional:
1) Click on Menu
2) Select “App Settings” page located under setting section.
3) Search for “Allow KOT by Department” toggle button.
4) Mark checked that toggle button in order to configure the KOT by department.
Now, whenever an order or invoice will be generated in application, a KOT will appear on KOT screen as well as print will also come out (if configured).
Please note:
1. Product should be configured with department while creatting.
2. To print the KOT, please check FAQ “How to do configuration to print KOT?”
3. In case of Free subscription, KOT by department option is not been provided.
- Robust Customer Loyalty Programs
Loyalty
Build lasting relationships with your customers with Just Billing’s Loyalty feature. Offer rewards, points, and discounts to encourage repeat business, leveraging our platform to track customer engagement and reward loyalty effectively.
No, Loyalty feature is not available in Free subscription. It’s only available in PROFESSIONAL subscription.
Loyalty rule is the configuration process prepare by the company for the customer to earn or redeem the loyalty points. Application check the loyalty rule which is applicable based on the type of customer and add points accordingly.
For example: A company can have different loyalty rule for different type of customer like: Bronze Customer, Silver customer, Gold customer or Platinum Customer.
Case 1: Customer is deleted : Once the customer is created in the Just billing then that customer details will be linked with the invoices. Now in this case justBilling does not allow to delete the customer. So there will not be any affect on the loyalty point. It will remain in the application against that customer.
Case 2: Customer is deactivated : In this case, there will not have any affect on loyalty points. However, to redeem those points customer needs to be activated first.
Case 3: Lost the mobile number : In JustBilling application, customer mobile number is treated as Loyalty number. If any customer lost their mobile number, then they can modify their mobile number to new number by requesting to the billing counter person during billing process or separately. So, customer loyalty points will be remain in the system under the new number.
Case 4: Change the mobile number : Same as case 3.
JustBilling doesn’t have this feature as of now, however we may introduce this in our upcoming release(s). Please check for JustBilling software updates on Play Store and update your software on a regular basis to see new features and enhancements.
Loyalty is a rewards program offered by a company/shop to their customers who frequently make purchases. A loyalty program may give a customer advanced access to new products, special sales coupons or discount on next purchase.
In JustBilling, Under the loyalty program customer gets the earned points which converts into the amount based on the rule defined by the company/shop. Once the customer achieve the certain amount of point, he/she becomes eligible for redeeming those points against his/her next purchase.
In JustBilling application, Loyalty program is based on the customer’s mobile number. Here, company/shop needs to capture the customer’s mobile number and feed into the application database. Here we do not encourage to use the loyalty card. We gives freedom to our customer to run the loyalty program in such a way where their customer should not feel burden of carrrying one extra card to earn/redeem loyalty points against his/her purchase.
- Comprehensive User Control
User Management
Just Billing’s User Management system provides granular control over access and roles within your business. From staff management to access permissions, ensure that your team has the right tools and information to succeed.
One user (Admin/Manager role) cannot grant access to other user for login into the back office. In case you need to grant access to additional user(s) to the back office portal, you can contact us at support@effiasoft.com with the necessary details and we will create the users for you.
Case 1 : If you want to retrieve your username : You can get the username from the subscription email that was sent to the registered email address during initial configuration of the Just Billing app. In case, you unable to locate that mail, you can contact to Effiasoft at “support@effiasoft.com” to retrieve the username. EffiaSoft support team will ask some information related to subscription (like: registered mobile number, email ID, etc…) and after validating the details you will get your Username.
Case 2: If you want to retrieve he password : You can use the ‘FORGOT PASSWORD’ option present on login screen, to retrieve the password.
From application to deactivate a user authorization with Admin/Manager role, below steps needs to be followed:
1) Click on Menu.
2) Select ‘User Management’ page located under setting section.
3) Select the user which you want to deactivate.
4) from right side, find the ‘Enable’ check box.
5) Uncheck that field.
6) Now, save the changes.
Deactivating a user does not any affect to the transactional record created by them. Application remains keep all information and can be seen anytime by any user (if required)
Deactivating user feature is to block a user to access the application. Application does not delete or modify any records on deactivating the users.
JustBilling doesn’t have this feature as of now, however we may introduce this in our upcoming release(s). Please check for JustBilling software updates on Play Store and update your software on a regular basis to see new features and enhancements.
Yes, Cashier can see transactions made by other Cashier.
JustBilling doesn’t have this feature as of now, however we may introduce this in our upcoming release(s). Please check for JustBilling software updates on Play Store and update your software on a regular basis to see new features and enhancements.
No, Cashier user of one branch can’t login to the app mapped with another branch.
No, Cashier user can’t access the back office with his/her credentials . Only Back Office admin (one who registered the domain for the first time) users has the access to Back Office.
Yes, Cashier can send EOD report to Manager. Share option is provided in the report. By using that cashier can send (mail, whatsapp,etc..) the report.
Yes, Cashier can send EOD report to Manager. Share option is provided in the report. By using that cashier can send (mail, whatsapp,etc..) the report.
Case 1 : If the multiple devices are at same branch – Yes, you can login in all devices available with your credential.
Case 2 : If the multiple devices are at different branch – No, you cannot login in different branch devices.
There are three roles that JustBilling supports as of now:
1. Manager/Admin Role – Available in Retail & Restaurant both vertical.
2. Cashier Role – Available in Retail & Restaurant both vertical.
3. Chef Role – Available only in Restaurant vertical.
In JustBilling application cashier role is defined with few limitations when compared to manager role. Following are the list of the limitations in case of Professional subscription for android
1. Cannot delete invoices/orders.
2. Cannot access App settings page.
3. Can only access customers page under masters. And Supplier & supplier products.
4. Can access 3 reports
(a) Product Stock
(b) EOD report
(c)Tax summary
In case of windows Professional subscription
1. Cannot delete invoices/orders.
2. Cannot access App settings page.
3. Can only access transactional data
4. Can only access only 1 reports
(a) End of Day report
In case of lite / free subscription for android & windows
1. Cannot delete invoices/orders.
2. Cannot access App settings page.
3. Can access customers page under masters & import data.
4. Can only access 4 reports
(a) Tax Summary
(b) Product Stock
(c) End of Day
(d) Customer Ledger
For Admin/Manager role, there is no limitations in the application OR Back Office. Admin user can login at application side & back office side to use all available feature in Just Billing.
Please note: One branch admin/manager user, cannot login to application installed at other branch.
Chef role available only in “Restaurant vertical”. It is very similar to cashier role except additional provision to manage KOT.
Yes, Admin/Manager role user can create multiple users for same branch. There is no such restriction on creating users.
No, There is no extra charge for this.
Yes, Admin/Manager role user can see all transactions made by all Cashiers/Users.
You can access the back office portal using any one of the pre-configured languages available in the login page.
- Insightful Business Reporting
Reports
Make informed decisions with Just Billing’s Reports feature. Our comprehensive reporting tools offer detailed insights into sales, inventory, finances, and customer behavior, helping you steer your business towards growth.
Top selling products can be seen under Reports.
From Android Application:
1) Click on Menu.
2) Go to reports section.
3) Click on “Top Products” Under Reports Section.
From Windows Application:
1) Click on Menu.
2) Go to reports section.
3) Click on “Sales by Product quantity” Under Reports Section.
From Back Office: Organization level reports are available at back office. To view those
1) Click on Menu
2) Go to reports section, here you will find all the reports available for you at organization level including
3) Open “Top Sold Items” reports located under sales management.
Please note: In application you will find, branch wise data whereas in back office you will find organization wise data.
Sharing feature gives provision to send the reports to the person/ owner by any medium like : email, whatsapp, bluetooth, google drive, etc…
To share a report from Android application:
1) Click on Menu.
2) Go to report section.
3) Select a report.
4) Tap the share button situated at the top right corner of the screen
5) On tapping, you will see various options to share. like : Gmail, Whatsapp, etc…
6) Select an appropriate option and share.
To share a report from Windows application:
1) Click on Menu.
2) Go to report section.
3) Select a report.
4) Tap the Export button and select PDF option. Application will save the report in pdf format.
5) Now, by using your mail id you can share the reports to concerned person.
Please note:
1) While sharing report using Gmail, make sure sender email is correct/active email ID
2) you can select multiple receipient.
Reports can be printed by using the printer.
From Android application : Printing report feature is not available for all reports. It’s present only for End Of Day & Customer ledger reports. In right side top we are having print report option for that need to configure printer setting.
From Windows application:
1) Click on Menu.
2) Go to reports section.
3) Open the report which you want to print.
4) Click on print button located at top right corner of the screen.
From Back office:
1) Click on Menu.
2) Go to reports section.
3) Generate the required report and export to PDF.
4) Print the PDF copy of the report.
Please note: Printer should be configured before in order to print the reports.
- Efficient Table Management for Restaurants
Table Management
Maximize your restaurant’s potential with Just Billing’s Table Management feature. Manage reservations, seating arrangements, and dining experience with ease, ensuring that every customer leaves satisfied.
User can create a table from application as well as Back Office
From Android Application:
1) Click on Menu
2) Select “Tables” page located under Masters section
3) Click on Add to create a new table and provide all the necessary details
4) Click on SAVE
From Windows applicaiton: Table can be created from Back office.
From Back Office:
1) Click on Menu.
2) Search for “Table Master” located under masters of sales management
3) Click on New. entry popup will open.
4) Enter required details like: Table number, Table type, Branch, etc…
5) Click on Save
Yes, table number appears in KOT screen.
Please note: For Order type “Take Away” table number will no appear in KOT screen.
JustBilling doesn’t have this feature as of now, however we may introduce this in our upcoming release(s). Please check for JustBilling software updates on Play Store and update your software on a regular basis to see new features and enhancements.
JustBilling doesn’t have this feature as of now, however we may introduce this in our upcoming release(s). Please check for JustBilling software updates on Play Store and update your software on a regular basis to see new features and enhancements.
- Customizable Business Configuration
Configuration
Tailor Just Billing to your business needs with extensive configuration options. From system settings to feature toggles, our platform adapts to your business, providing a personalized POS experience.
Business hours are the hours in which a shop or a company is open for business.
Business Hours feature is introduced as some businesses run post mid night. With this some transactions are recorded in the previous day and some in the next day. For user it is difficult to track the sales of that particular day (even though the business ran till past midnight). To address this issue Just Billing have introduced business hours feature where you can define your business hours.
End of Day report will take business hours and generate a report with all the transactions occurred within your business hours.
You can change Business Hours from the App Settings as appropriate for your business.
Yes, you can send promotional SMS or Email to your registered customers.
1. Click on Menu
2. Select Customer Promotion under Transaction section
3. Select the option for SMS or Email promotion
4. Enter the promotional message you want to send
5. Click on send
Please note: To send promotional SMS, you need to purchase Just Billing SMS package from https://effiasoft.com/pos-billing-app-price/
Note: It is applicable only for android users
No, as SMS delivery depend on various factors including Govt. compliances, any other SMS service may not work properly.
That is why to provide best and high grade SMS service from Just Billing, we provide integrated SMS service from India’s number one SMS gateway.
Please note that currently SMS service provided by Just Billing is limited within India. You may buy Just Billing SMS package from https://effiasoft.com/pos-billing-app-price/
“In order to send any email from Just Billing you needs to configure your email details.
From Android Application:
1. Click on Menu
2. Navigate to App Settings
3. Look for Bill Delivery Mode section
4. Enable Email option for Bill Delivery
5. Click on Email Configuration and enter the following details and save the changes.
– Sender Email ID (Email address from which you want Just Billing to send emails to your customers)
– Password (Password of the email address entered above)
– SMTP Host
– SMTP port
– SMTP SSL
You need to get the SMPT details from your email provider. The the demonstration purpose, Just Billing has already configured with the SMTP details of Gmail. In case you want to use Gmail, no need to change the SMTP details.
From Windows Application:
1. Click on Menu
2. Navigate to Invoice delivery under Settings section.
3. Select the delivery mode as Email and save the changes.
From the Back Office:
1. Navigate to My organization page
2. Open Invoice Delivery section and select Email option.
3. Now go to the Notification section under My Organization
4. Enter the Email and SMTP detail
5. Save the changes”
From the Just Billing Application:
1. Click on Menu.
2. Navigate to Products under the Masters section.
3. Select the Product for which you want to set a tax and click on edit.
4. Click on Price Catalog and select the Sales Price List. Select an appropriate Tax Group you want to set. Save the changes.
From the Back Office:
1. Open the Products page from the Master section.
2. Select the Product for which you want to set tax and click on edit.
3. Go to the Sales Price section and select the Sales Price List. Select an appropriate Tax Group you want to set. Save the changes.
4. Once the device with Just Billing Application is connected to Internet, changes will automatically reflect on the application side.
In case of application or Back Office, while creating the product you can apply the tax group and the same will reflect in the price catalog page for all the catalogs.
JustBilling provides an effective feature to set when inventory should get reduced on the sales process. During-
1. Orders
2. Invoice or
3. Kitchen order completion (for restaurant business)
From the Android application:
1. Click on Menu
2. Navigate to App Settings
3. Look for Allow Inventory Update From and select the appropriate value from the drop-down based on your sales process.
4. Save the changes
From Windows application:
1. Click on Menu.
2. Navigate to Application Settings under settings section.
3. Look for Allow Inventory from, select the appropriate option and save the changes you made.
From the Back Office:
1. Open My Organization page.
2. Open Inventory Update section and select the appropriate option for Inventory IN and Inventory Out.
3. Save the changes
4. Once the device with Just Billing Application is connected to Internet, changes will automatically reflect on the application side.
JustBilling supports two types of barcode scanners
1. Your mobile phone’s camera itself as a barcode scanner (Only for Mobile App)
2. Standard USB/OTG barcode scanner
To configure your barcode scanner on the Just Billing Application-
1. Click on Menu
2. Navigate to App Settings
3. Scroll to the Barcode Scanner Type section and select your preference.
4. Connect the USB/OTG barcode scanner with your device if this option is selected.
5. Save the changes.
In case of windows application, you can directly use the barcode scanner and scan the product codes.
Payment methods needs to be configured for all possible options to collect payment from customer.
The common payment methods used in JustBilling application are cash, Card, Voucher, On Account & Loyalty. Every business may not be using all the options available in Just Billing application. You can enable or disable a Payment Methods to avail only what is required for your business.
The following steps to be followed-
1. Navigate to App setting
2. Look for “Payment Methods” section
3. Un-check/disable the options which are not required for your business
4. Save the settings
Please note: During billing, user will see only the options which are ON or active Payment Methods.
Yes, you can enable multiple Bill Delivery modes to deliver invoice to your customers at the same time. You can print, send invoice by email or SMS.
The following steps to be followed- (In case of Android)
1. Navigate to App setting
2. Look for “Bill Delivery” section
3. Check/Un- check the options as per your needs
4. Save the settings
The following steps to be followed- (In case of Windows)
1. Navigate to Settings
2. Look for “Invoice Delivery” section
3. Check/Un- check the options as per your needs
4. Save the settings
You can change the Invoice/ Order/ Estimation template as appropriate for your business.
For Android application:
1. Navigate to App setting
2. Look for “Template” section
3. Select the appropriate template
4. Save the settings
For Windows application:
1. Navigate to Settings
2. Look for “Invoice Template” section
3. Select the appropriate template
4. Save the settings
If you have selected a business template during the installation of Just Billing, a set of demo master data such as products, categories and all the standard settings would be applied automatically to get you started.
If you would like to clear any demo data and setup with your products and settings, please clear the data from the “Clear all data” option in the application (for Free edition) or from the Cloud Back Office (for Professional edition).
Then the following things must be set up to start using Just Billing application for your business –
1. Just Billing application must be installed and configured.
2. The standard configurations are pre-defined in the application to make it easy for you. However we highly recommend to review and change the settings from the “Application Settings” and “Organization details” options as per your business needs such as Invoice delivery mode, Invoice template, Payment modes etc.
3. Master data such as products, customers etc. must be created from the application or imported using the Excel template provided from the “Import Data” page.
4. Product inventory initial stock must be entered.
Price Catalog can be used to define multiple different prices for the same Product. You can change the Price Catalog during billing to see the Products listed under that Price Catalog and associated Price.
For Example if you have a product for which the Unit Price is Rs. 100 but you want to run some special offer on that Product during a particular time (like Happy Hour). You can associate the product with Happy Hour price catalog as 90.
By default JustBilling provides the following price catalogs. However, can create additional Price Catalogs if required.
1. Standard sales price
2. Standard purchase price
3. Happy hours
Both Item level and Invoice level discounts can be created from Application(for Free and Professional edition) as well as Back Office (for Professional edition)
From the Just Billing Application:
1. Click on Menu
2. Go to Discounts under Masters section
3. Click on Add to create a new discount – Please make sure you select Rule Type to either Invoice for Invoice level or Volume for Item/Product level. If it is Volume, you need to enter minimum Sales Quantity above which the discount would be applied.
4. Save the changes.
From the Back Office:
1. Open Discount Rules page.
2. Click on Add to create a new discount – Please make sure you select Rule Type to either Invoice for Invoice level or Volume for Item/Product level. If it is Volume, you need to enter minimum Sales Quantity above which the discount would be applied.
3. Save the changes
4. Once the device with Just Billing Application is connected to Internet, the newly created discount will appear on the Just Billing application as well.
Please note that setting Invoice level discount, will apply on all the new invoices regardless of the number of products, quantity and individual product prices on an invoice. This discount will be applied on the sub total of a bill.
From the Android Application:
1. Click on Menu.
2. Navigate to App settings under Settings section.
3. Go to the Discounts section. Here you can set up to three different discounts to be applied at the invoice level, and save the changes.
From Windows application:
1. Click on Menu.
2. Navigate to Sales Configuration under Settings section.
3. Select a sales order type on which you want to apply the invoice level discount. Apply the discount rule and save the changes.
From the Back Office:
1. Open the Sales Order Types page.
2. Edit the Sales Order Type for which you want to set discount.
3. Set unto three different discounts which you want to apply on invoice and save the changes.
4. Once the device with Just Billing Application is connected to Internet, changes will automatically reflect on the application side and discount will be applicable on all new invoices.
From the Just Billing Application:
1. Click on Menu.
2. Navigate to Products under the Masters section.
3. Select the Product for which you want to set discount and click on edit.
4. Click on Price Catalog and select the Sales Price List. Select an appropriate discount rule you want to set. Save the changes.
From the Back Office:
1. Open the Products page from the Master section.
2. Select the Product for which you want to set discount and click on edit.
3. Go to the Sales Price section and select the Sales Price List. Select an appropriate discount rule you want to set. Save the changes.
4. Once the device with Just Billing Application is connected to Internet, changes will automatically reflect on the application side.
Please note that setting Invoice level taxes will be applied on the sub total of a bill, regardless of the product level prices and taxes (if any) on an invoice.
From the Android Application:
1. Click on Menu.
2. Navigate to App settings under Settings section.
3. Locate Tax section. Here you can select a tax group to be applied at the invoice level, and save the changes.
For Windows Application:(In case of Free Subscription)
1. Click on Menu.
2. Navigate to App settings under Settings section.
3. Go to the Tax Group section. Here you can set up a tax group to be applied at the invoice level, and save the changes.
From the Back Office:
1. Open the Sales Order Types page.
2. Edit the Sales Order Type for which you want to set invoice level tax.
3. Select a Tax Group which you want to apply on all invoices and save the changes.
4. Once the device with Just Billing Application is connected to Internet, changes will automatically reflect on the application side and respective tax will be applicable on all new invoices.
In case you want to create a new Tax Group, you can do so from the Tax Group master page.
- Centralized Master Data Management
Master Data
Ensure consistency and accuracy across your business operations with Just Billing’s Master Data feature. Centralize product information, pricing, and supplier data, making it easier to manage your business’s core information.
Just Billing allows you to create Customers both from Application as well as from Back Office.
From Application:
1. Click on the Customer icon on the Dashboard
2. Click on Add button and enter a customer’s details
3. Click on Save
OR
You can register a new Customer during Billing (After you add Products and click on Proceed, you will see Customer screen)
From Back Office:
1. Open Customer – Corporate OR Customer – Consumer page
2. Click on New Button and enter the details of a customer
3. Click on Save
Saved customer will automatically appear in all devices (Just Billing app) / Branches / Back Office after sync
Customer Address is not required if Sales Order Type is Dine-in OR Take Away, however it is mandatory for Delivery order type.
No two customer can have same mobile number physically. Therefore customer mobile number must be unique to identify a customer and to optionally enable loyalty program for customers.
A customer can not be deleted if already any transaction has been made against the customer. However, you may inactivate the customer from the Customers screen under the master section.
Yes, absolutely. Customer information gets automatically propagated across all the branches. Hence, a customer registered in one branch can shop from another without getting registered again.
You can configure to send invoice directly to a customer via SMS / Email or run a promotional marketing campaign.
From Application:
1. Click on Products icon located on Home Page
2. Select the product
3. Click on edit
4. Locate Product Category drop down
5. Change the Product Category
6. Click on Save
From Back Office:
1. Open Products page under the Masters section
2. Search / select the Product you want to modify
3. Click on edit
4. Locate Product Category field
5. Select the new category from the list of categories
6. Click on save
JustBilling doesn’t have this feature as of now. However we may introduce this in our upcoming release(s).
Please check for JustBilling software updates on Play Store and update your app on a regular basis to find new features and enhancements.
From Application:
Product Category level discounts can be configured by selecting the Product Category name and select the discount that needs to be applied. After saving the changes, given discount will be applied to all the products under that particular category.
From Back Office:
1) Open Product category page
2) Select a discount rule from the Discount list.
3) Click on save.
Note: Defined discount will be applicable to all the products under this category.
Price catalogs can be beneficial for a business in the following scenarios –
1. When sales price and purchase price differ for the same product.
2. When sales/purchase price differ in various store locations.
3. When you run offers during festive season.
Price Catalog can be used to define multiple different prices for the same Product. This configuration is possible from application as well as from back office.
From Android Application:
1) Click on Menu.
2) Select “product prices” page located under master section.
3) Select Product(s) from list displayed at left side of the screen. (Note: you can select single product as well as multiple product)
4) Select the price catalog from right side of the screen
5) Enter product prices.
6) Select tax (if applicable)
7) Select discount rates (if applicable)
8) Check the box tax inclusive (if applicable)
9) Check the box Fixed price (if applicable) and SAVE the changes
On doing so, application will link the product with price catalog & other information.
Note: If you have selected multiple product then same changes will be applicable for all the products.
From Back Office
1) Click on Menu.
2) Select “Price Catalog” page located under master section of Product management.
3) Click on New to create new price catalog.
4) Enter details like : Catalog Name, code, rounding method.
5) Click on Add new button to link product with that price catalog.
6) Select the product which you want to map.
7) Enter product prices
8) Select tax (if applicable)
9) Select discount rates (if applicable)
10) Check the box tax inclusive (if applicable)
11) Check the box Fixed price (if applicable) and SAVE the changes
Yes. Brand level discount can be applied. Discount applied at any Brand will apply to all the Products mapped under the Brand. Brand level discount can be applied by selecting a brand from the list of brands under the Master section and click on edit to apply/ change discount.
In order to start selling your own products, the following steps needs to be followed –
1. Clear all your demo/ test data from the clear data option from the cloud portal (for Professional edition) or from the App (for Free edition)
2. Load all your Products catalog and pricing from the Import Data option in the App under Masters
3. Optionally you can load all your Customers, Suppliers, current stock etc. with the help of an Excel template available in the Import Data option.
Master data can be entered into the back office with the help of import feature. Data can be imported in a single shot through the Excel template file provided in the ‘Import Data’ page in the back office. Master data like taxes, discounts, products, price catalogs, customers, suppliers, etc. can be imported. For more details on how to do it, please refer the user guide.
A new product can be added in multiple ways –
Product icon available on the Dashboard.
Products option from the Navigation under the Masters section.
Products page from the Cloud Back Office Masters section (Only for Professional Edition)
Click on Add. A new product entry screen will be displayed where user can fill in the details along with product image to add a new product.
Please note that a product code is the unique identification code for a products. This will help you to easily identify a product to manage inventory, barcode or reports.
Enter the Unit of Measurement such as Each, Pc, KG etc. and the price per unit (Unit Price)
You can also import all your products at one go using the Import Data feature available both in the App and Back Office.
Yes, multiple products can have same name. However Product Code must be different for each product.