Accounting360 - User Manual

rocket_launch Getting Started

First-time setup (do once)

Settings (on Dashboard) — fill in shop name, address, phone, email, GST number, bank details, and UPI ID. This is required to generate invoices and download Inventory PDF.
Invoice Design (on Dashboard) — choose how printed bills should look.
Change Transactions (on Dashboard) — tick only the types of entries you actually use (Sale, Purchase, Payment In, Payment Out, Expense, etc.).
Inventory — do not add stock directly here at first. Record goods in Purchase — items and quantities will appear in Inventory automatically. You can adjust margin % and sale price on the Inventory page.

A normal working day

Make bills in Sale — stock reduces by itself.
Record goods from suppliers in Purchase — stock increases by itself.
When a customer pays old dues — use Payment In on Dashboard (do not make a new sale bill).
When you pay a supplier — use Payment Out on Dashboard.
Check the summary cards and Recent Activity on Dashboard for today's totals.
At end of day — open Day Book and match cash and bank with what you actually have.

info

You do not need to enter the same sale again in Day Book. When you save a bill in Sale, the app already updates your records and stock.

rocket_launch Shuru Kaise Karein

Pehli baar setup (ek baar karo)

Settings (Dashboard par) — shop ka naam, address, phone, email, GST number, bank details aur UPI ID bharo. Ye invoice banane aur Inventory PDF download karne ke liye zaroori hai.
Invoice Design (Dashboard par) — printed bill ka design choose karo.
Change Transactions (Dashboard par) — sirf woh entry types tick karo jo aap use karte ho (Sale, Purchase, Payment In, Payment Out, Expense, etc.).
Inventory — pehle yahan directly stock mat daalo. Purchase mein maal add karo — items aur quantity Inventory mein apne aap dikhengi. Margin % aur sale price Inventory page par adjust kar sakte ho.

Roz ka normal kaam

Sale mein bill banao — stock apne aap kam ho jayega.
Purchase mein supplier se maal record karo — stock apne aap badh jayega.
Jab customer purana udhaar pay kare — Payment In use karo Dashboard par (naya sale bill mat banao).
Jab aap supplier ko pay karo — Payment Out use karo Dashboard par.
Summary cards aur Recent Activity se aaj ka total dekho.
Din ke end mein — Day Book kholo aur cash/bank ko apne haath ke hisaab se match karo.

info

Wahi sale dubara Day Book mein daalne ki zaroorat nahi hai. Jab aap Sale mein bill save karte ho, app apne aap records aur stock update kar deta hai.

book Important Words

Pages are full screens in the sidebar. Other words are buttons, fields, or labels inside those pages — not separate pages.

info

Sale Return kya hota hai? When a customer brings back goods they already bought — the reverse of a Sale.

Purchase Return kya hota hai? When you send goods back to a supplier you bought from — the reverse of a Purchase.

Word	What it means
Pages (sidebar menu)
Account	A page for one customer or supplier — their full history of bills, payments, and balance. This is not your login ID.
Day Book	A page showing everything on one day — cash on one side, bank/UPI on the other.
Sale / Bill	The Sale page — make a proper invoice with items. Saves the sale and reduces stock.
Sale Return	Separate Sale Return page — opened from Sale → History → Return icon (↩) on a bill. Customer brings back goods. Stock goes up. Credit IN (green).
Actions & buttons (inside a page)
Quick Sale	A button on Dashboard — fast walk-in cash entry (amount only, no customer, no items). Does not change stock. Not a separate page.
Payment In	A button on Dashboard (also an entry type in Day Book) — record money you received, e.g. customer paying old dues.
Payment Out	A button on Dashboard (also an entry type in Day Book) — record money you paid out, e.g. to a supplier or expense.
Purchase Return	Separate Purchase Return page — opened from Purchase → History → Return icon (↩) on a purchase. Stock goes down. Credit OUT (red).
Words on bills & screens
Due Amount	On a bill: total minus what the customer paid now. The rest they owe you (udhaar / credit).
Payment Mode	On a bill: did the customer pay by Cash or Bank (UPI/card/transfer)?
Day Balance	On Dashboard — today's net cash movement (money in minus money out).
Transport / Bhada	On a bill — extra delivery or freight charge.
Low Stock	On Inventory — items with less than 10 pieces left; time to reorder.

book Important Shabd

Pages sidebar menu ki poori screens hain. Baaki shabd un pages ke andar ke buttons, fields ya labels hain — alag page nahi.

info

Sale Return kya hota hai? Jab customer pehle li hui cheez wapas lata hai — Sale ka ulta; customer ka udhaar kam hota hai.

Purchase Return kya hota hai? Jab aap supplier ko pehle li hui cheez wapas bhejte ho — Purchase ka ulta; supplier ko dena baaki kam hota hai.

Shabd	Matlab kya hai
Pages (sidebar menu)
Account	Ek customer ya supplier ka page — unke saare bills, payments aur balance. Ye aapka login ID nahi hai.
Day Book	Ek din ka record dikhane wala page — ek taraf cash, doosri taraf bank/UPI.
Sale / Bill	Sale page — items ke saath proper invoice. Sale save hoti hai aur stock kam hota hai.
Sale Return	Alag Sale Return page — Sale → History → bill par Return icon (↩) se khulta hai. Customer maal wapas laye. Stock badhta hai. Credit IN (green).
Actions & buttons (page ke andar)
Quick Sale	Dashboard par button — walk-in cash ke liye fast entry (sirf amount, naam nahi, items nahi). Stock change nahi hota. Alag page nahi hai.
Payment In	Dashboard par button (Day Book mein bhi entry type) — jo paisa aapko mila, jaise customer ne purana udhaar pay kiya.
Payment Out	Dashboard par button (Day Book mein bhi entry type) — jo paisa aapne diya, jaise supplier ko ya kharcha.
Purchase Return	Alag Purchase Return page — Purchase → History → purchase par Return icon (↩) se khulta hai. Stock kam hota hai. Credit OUT (red).
Bill aur screen par shabd
Due Amount	Bill par: total minus jo abhi customer ne diya. Baaki jo udhaar bacha (credit).
Payment Mode	Bill par: customer ne Cash se diya ya Bank se (UPI/card/transfer)?
Day Balance	Dashboard par — aaj ka net movement (andar aaya minus bahar gaya).
Transport / Bhada	Bill par — extra delivery ya freight charge.
Low Stock	Inventory par — jin items ki 10 se kam quantity bachi hai; ab order karna chahiye.

hub How Pages Work Together

When you save a sale bill

The app automatically: reduces stock → records the sale in Day Book → updates the customer's account.

When you save a purchase

The app automatically: increases stock → records the purchase in Day Book → updates the supplier's account.

When you save a sale return

The app automatically: increases stock → records Sale Return in Day Book → reduces the customer's udhaar on their Account.

When you save a purchase return

The app automatically: decreases stock → records Purchase Return in Day Book → reduces what you owe the supplier on their Account.

warning

Do not enter twice. If you already saved a bill in Sale, do not add the same sale again manually in Day Book.

warning

Quick Sale is different from a full bill. Quick Sale only records the cash amount. To reduce stock, use Sale and add items to the bill.

How amounts and colors work

Sale, Purchase, and Expense are for credit only — they record udhaar, not cash movement. When real money moves, use Payment In or Payment Out.

Credit entries (bill / udhaar)

Type	Credit	Color	Meaning
Sale	Credit OUT	Red	You gave goods — customer owes you
Sale Return	Credit IN	Green	Customer returned goods — their udhaar goes down
Purchase	Credit IN	Green	You got goods — you owe the supplier
Purchase Return	Credit OUT	Red	You returned goods — what you owe supplier goes down
Expense	Credit IN	Green	You got the bill or service (rent, electricity, etc.) — pay later

Cash / bank movement

Type	Color	Meaning
Payment In	Green	Money received — cash or bank came in
Payment Out	Red	Money paid — cash or bank went out

Sale vs Payment In — do not mix them up

Sale — credit OUT only (red). Record the bill when the customer takes goods on udhaar.
Payment In — when the customer pays money (old dues or today's payment). This is green — real cash or bank. Do not make a new Sale bill for this.

Purchase, Expense vs Payment Out

Purchase — credit IN only (green). Goods received, not paid yet.
Expense — credit IN only (green). Expense recorded, not paid yet (rent, electricity, etc.).
Payment Out — when you pay the supplier or expense. This is red — real cash or bank paid out.

Sale Return vs Purchase Return

Sale Return — opposite of Sale. Customer brings goods back → credit IN (green). Stock goes up. Use separate Payment Out if you refund cash.
Purchase Return — opposite of Purchase. You send goods back to supplier → credit OUT (red). Stock goes down. Use separate Payment In if supplier refunds cash.
Both returns link to the original bill or purchase — History tab → Return icon (↩) in the table opens a separate return page. Each bill/purchase can only be returned once. Use the Return tab to view past returns.

hub Pages Kaise Judte Hain

Jab aap sale bill save karte ho

App apne aap: stock kam karta hai → Day Book mein sale likhta hai → customer ke Account ko update karta hai.

Jab aap purchase save karte ho

App apne aap: stock badhata hai → Day Book mein purchase likhta hai → supplier ke Account ko update karta hai.

Jab aap sale return save karte ho

App apne aap: stock badhata hai → Day Book mein Sale Return likhta hai → customer ka udhaar Account par kam hota hai.

Jab aap purchase return save karte ho

App apne aap: stock kam karta hai → Day Book mein Purchase Return likhta hai → supplier ko dena baaki Account par kam hota hai.

warning

Dubara mat daalo. Agar bill pehle se Sale mein save ho chuki hai, to wahi sale Day Book mein manually dobara mat likho.

warning

Quick Sale alag hai full bill se. Quick Sale sirf cash amount record karta hai. Stock kam karne ke liye Sale page use karo aur bill mein items add karo.

Amount aur color kaise samjhein

Sale, Purchase, aur Expense sirf credit ke liye hain — udhaar record hota hai, cash move nahi hota. Jab asli paisa aaye ya jaye, Payment In / Payment Out use karo.

Credit entries (bill / udhaar)

Type	Credit	Color	Matlab
Sale	Credit OUT	Red	Aapne maal diya — customer aapka udhaari hai
Sale Return	Credit IN	Green	Customer ne maal wapas diya — udhaar kam hua
Purchase	Credit IN	Green	Maal mila — aap supplier ko dena baaki hai
Purchase Return	Credit OUT	Red	Aapne maal wapas diya — supplier ko dena baaki kam hua
Expense	Credit IN	Green	Bill/service mila (rent, bijli, etc.) — baad mein dena hai

Cash / bank movement

Type	Color	Matlab
Payment In	Green	Paisa mila — cash ya bank andar aaya
Payment Out	Red	Paisa diya — cash ya bank bahar gaya

Sale vs Payment In — confuse mat karo

Sale — sirf credit OUT (red). Jab customer udhaar par maal le, bill record karo.
Payment In — jab customer paisa de (purana udhaar ho ya aaj ka). Ye green hai — asli cash/bank. Iske liye naya Sale bill mat banao.

Purchase, Expense vs Payment Out

Purchase — sirf credit IN (green). Maal mila, abhi pay nahi kiya.
Expense — sirf credit IN (green). Kharcha hua, abhi pay nahi kiya (rent, bijli, etc.).
Payment Out — jab supplier ya expense ke liye paisa do. Ye red hai — asli cash/bank gaya.

Sale Return vs Purchase Return

Sale Return — Sale ka ulta. Customer maal wapas laye → credit IN (green). Stock badhega. Cash refund ke liye alag Payment Out use karo.
Purchase Return — Purchase ka ulta. Supplier ko maal wapas bhejo → credit OUT (red). Stock kam hoga. Supplier se paisa wapas mile to alag Payment In use karo.
Dono returns original bill/purchase se link hote hain — History tab → table mein Return icon (↩) se alag return page khulta hai. Ek bill/purchase par sirf ek baar return. Purani returns Return tab par dekho.

help Common Questions

In Sale, make the bill as usual. In Amount Paid, enter less than the total. You will see Due Amount in red — that is what the customer still owes. Save the bill. When they pay later, use Payment In on Dashboard.

Open Dashboard → Payment In. Choose the customer, enter the amount, pick Cash or Bank, and save. Do not make a new sale bill for this.

There is no separate Opening balance field in the app today. Create the customer (Dashboard → Add Account or first Sale bill), then on the Sale page make one bill: pick the customer, add item line(s) for the total owed, set Payment Mode → Credit and Amount Paid → 0, and save. That bill appears on their Account as udhaar. When they pay later, use Payment In — not a new sale.

Stock only changes when you save a full bill in Sale (with items), or when you save a Purchase or return from the Return pages. Quick Sale, Payment In, and Day Book/Account manual entries do not change stock.

Day Book and Account are for viewing entries and adding payments, expenses, etc. Bills with items must be created on the Sale or Purchase page (stock updates there). Returns use History → Return on those pages. Bills you save there automatically appear in Day Book.

You are trying to sell more than you have in stock. Either add stock in Inventory, or go to Settings and tick "Allow Billing if Item is Out of Stock" if your shop allows selling without stock.

Day Book shows everything on one date — good for checking today's cash. Account shows everything for one customer or supplier — good for checking their dues and history.

First add your UPI ID in Settings. After you save a bill, the bill print screen will show a QR code for the exact amount — customer can scan and pay.

Sale Return: Sale → History → bill row par Return icon (↩) dabao → Sale Return page khulega → qty adjust karke Save. Stock badhega, udhaar kam (credit IN, green).

Purchase Return: Purchase → History → Return icon (↩) → Purchase Return page → Save. Stock kam, supplier dues kam (credit OUT, red). Cash refund alag Payment Out / Payment In se.

help Aam Sawaal

Sale mein bill normal banao. Amount Paid mein total se kam daalo. Due Amount laal mein dikhega — ye woh paisa hai jo customer abhi bhi dena baaki hai. Bill save karo. Jab baad mein pay kare, Dashboard par Payment In use karo.

Dashboard → Payment In kholo. Customer choose karo, amount daalo, Cash ya Bank select karo, save karo. Iske liye naya sale bill mat banao.

App mein alag Opening balance field nahi hai. Pehle customer banao (Dashboard → Add Account ya pehli Sale bill se), phir Sale page par ek bill: customer choose karo, items/total add karo, Payment Mode → Credit, Amount Paid → 0, save. Ye bill Account par udhaar dikhega. Baad mein paisa mile to Payment In — naya sale bill mat banao.

Stock tabhi change hota hai jab aap Sale mein full bill save karte ho (items ke saath), ya Purchase / Return pages se return save karte ho. Quick Sale, Payment In, aur Day Book/Account ki manual entries se stock change nahi hota.

Day Book aur Account entries dekhne aur payment, expense add karne ke liye hain. Items wale bill ke liye Sale ya Purchase page use karo (stock wahan update hota hai). Returns ke liye un pages par History → Return. Wahan save karoge to Day Book mein apne aap dikhega.

Aap stock se zyada bechne ki koshish kar rahe ho. Ya to Inventory mein stock badhao, ya Settings mein "Allow Billing if Item is Out of Stock" tick karo agar aapki shop bina stock ke bill allow karti hai.

Day Book ek date ka sab kuch dikhata hai — aaj ka cash check karne ke liye achha hai. Account ek customer/supplier ka poora record dikhata hai — unka udhaar aur history dekhne ke liye achha hai.

Pehle Settings mein apna UPI ID add karo. Bill save karne ke baad print screen par exact amount ka QR code dikhega — customer scan karke pay kar sakta hai.

Sale Return: Sale → History → bill row par Return icon (↩) → Sale Return page → qty adjust karke Save. Stock badhega, udhaar kam (credit IN, green).

Purchase Return: Purchase → History → Return icon (↩) → Purchase Return page → Save. Stock kam, supplier dues kam (credit OUT, red). Cash refund alag Payment Out / Payment In se.

dashboard Dashboard

Your home page after login. See today's totals and do common tasks quickly.

Summary cards at the top (tap any card to see details)

Card	What it shows
Today Sales	Total sales recorded today.
Day Balance	Money in minus money out today. Green = good, red = more went out than came in.
Payment In	All money received today (cash and bank).
Payment Out	All money paid out today (cash and bank).

Quick Actions buttons

Settings — shop name, address, tax, bank/UPI details, stock rules, and settings (such as "Hide Sale Price on Item Selection" to prevent prices from auto-filling).
Add Account — add a new customer or supplier (name and phone).
Payment In / Payment Out — record money received or paid, with date and note.
Quick Sale — record a quick cash sale without items (for walk-in customers).
Price Check — look up an item's selling price and how many are in stock.
Invoice Design — choose how your printed bills look.
Change Transactions — choose which entry types show on Day Book and Account pages.
Collections — open the Pending Collections window showing accounts with outstanding debt sorted alphabetically from A to Z. Supports quick search and direct navigation.

At the bottom, Recent Activity shows what happened today, newest first.

dashboard Dashboard

Login ke baad yahi home page hai. Aaj ke totals dekho aur common kaam jaldi karo.

Upar ke summary cards (details ke liye kisi bhi card par tap karo)

Card	Kya dikhata hai
Today Sales	Aaj ki total sales.
Day Balance	Aaj andar aaya minus bahar gaya. Green = achha, red = zyada bahar gaya.
Payment In	Aaj jo paisa mila (cash aur bank).
Payment Out	Aaj jo paisa diya (cash aur bank).

Quick Actions buttons

Settings — shop naam, address, tax, bank/UPI details, stock rules, aur settings (jaise "Hide Sale Price on Item Selection" jo Sale page par item prices ko apne aap fill hone se rokta hai).
Add Account — naya customer ya supplier add karo (naam aur phone).
Payment In / Payment Out — paisa mila ya diya record karo, date aur note ke saath.
Quick Sale — bina items ke quick cash sale (walk-in customers ke liye).
Price Check — item ki selling price aur kitna stock hai dekho.
Invoice Design — printed bill ka design choose karo.
Change Transactions — Day Book aur Account par kaunse entry types dikhenge choose karo.
Collections — Pending Collections screen kholo jo udhaar baaki wale accounts ko alphabetical order (A to Z) mein dikhata hai. Quick search aur direct navigation support karta hai.

Neeche Recent Activity mein aaj kya hua — sabse naya pehle.

Dashboard Sample Store

Today Sales

₹12,450

Day Balance

+₹3,200

Payment In

₹8,000

Payment Out

₹4,800

SettingsAdd Account Payment InQuick Sale

Dashboard summaryDashboard summary

Tap any card to see the list behind that number.Kisi bhi card par tap karo — us number ke peeche ki list dikhegi.

Payment In

AccountSample Customer

Amount₹ 2,500

Mode● Cash ○ Bank

Date04-Jul-2026

Payment In

Use when collecting dues — not when creating a new sale.Udhaar collect karne ke liye use karo — nayi sale banane ke liye nahi.

Sample screens — use arrows to see more.Sample screens — aur dekhne ke liye arrows use karo.

import_contacts Day Book

See every entry for any day you pick — bills, dues (udhaar), and cash/bank movement.

What you see

Cash Book — cash received and paid, with running total.
Bank Book — bank, UPI, and cheque entries, with running total.
Change date — go to any past day to view or fix entries.
Add entry — for expenses, etc. that were not done through Sale or Purchase.

info

Sale is not “money in”. Sale is credit OUT only (red) — the customer owes you for goods. Cash comes only through Payment In. See How Pages Work Together.

Entry types you can add manually

Cash/bank movement: Payment In, Payment Out

Other: Expense (and other types enabled in Change Transactions)

warning

Sale, Purchase, Sale Return, and Purchase Return cannot be added manually here. Use the Sale, Purchase, or Return pages — those update items and stock. Entries from those pages still appear in Day Book when you filter by type.

You can hide types you don't use via Change Transactions on Dashboard (view filters only).

import_contacts Day Book

Jo bhi din choose karo — us din ki saari entries: bills, udhaar, aur cash/bank movement.

Kya dikhega

Cash Book — cash mein mila aur diya, running total ke saath.
Bank Book — bank, UPI aur cheque entries, running total ke saath.
Change date — kisi bhi purane din par jao, entries dekho ya theek karo.
Add entry — expense wagairah jo Sale ya Purchase se nahi aaye.

info

Sale “paisa andar” nahi hai. Sale sirf credit OUT hai (red) — customer aapka udhaari hai. Cash sirf Payment In se aata hai. Pages Kaise Judte Hain dekho.

Manually kaunsi entries add kar sakte ho

Cash/bank movement: Payment In, Payment Out

Aur: Expense (aur jo types Change Transactions mein enabled hon)

warning

Sale, Purchase, Sale Return aur Purchase Return yahan manually add nahi ho sakte. Sale, Purchase ya Return pages use karo — wahan items aur stock update hote hain. Un pages se bani entries Day Book mein filter karke dikhti hain.

Jo types use nahi karte, Change Transactions se Dashboard par view filter chhupa sakte ho.

Day Book 04-Jul-2026

Cash Book

Particulars	Received	Paid
Sample Customer (Sale)	₹1,660	—
Shop Expense	—	₹500

Bank Book

Particulars	Received	Paid
UPI Collection	₹3,200	—
Supplier NEFT	—	₹5,000

Cash & Bank booksCash aur Bank books

Check cash and bank separately at end of day.Din ke end mein cash aur bank alag-alag check karo.

Add Transaction

TypeExpense

Amount₹ 850

Account / DescriptionElectricity — July

Add an expenseExpense add karo

For rent, bills, and other costs — not for sales already entered in Sale page.Rent, bills aur doosre kharchon ke liye — jo sale pehle se Sale page par daali hai uske liye nahi.

Sample Day Book screens.Sample Day Book screens.

people_alt Account

See full history and balance for each customer or supplier.

Search or pick a name — see every bill, payment, and return with running balance.
Running balance — built from Sale/Purchase bills, payments, and returns (not a separate opening-balance field).
Filters — click the **You Will Give** or **You Will Get** cards at the top left to filter the accounts list dynamically. Click again to clear the filter.
Groups — organise customers/suppliers into groups.
Attach files — upload bills, receipts, or photos to a customer's record.
Close account — when you no longer deal with that person.

warning

Same as Day Book: you cannot manually add Sale, Purchase, or Returns here. Use the proper pages for bills with items. Use Payment In / Payment Out or Expense for manual entries. Old dues before the app → record via a Sale or Purchase bill (Credit mode, amount paid 0) — see FAQ.

people_alt Account

Har customer ya supplier ka poora history aur balance dekho.

Naam search karo ya list se chuno — har bill, payment aur return running balance ke saath dikhega.
Running balance — Sale/Purchase bills, payments aur returns se banta hai (alag opening-balance field nahi hai).
Filters — accounts list ko filter karne ke liye top-left mein **You Will Give** ya **You Will Get** cards par click karein. Deselect karne ke liye phir se click karein.
Groups — customer/supplier ko groups mein organise karo.
Attach files — bills, receipts ya photos us customer ke record par upload karo.
Close account — jab us person se deal khatam ho jaye.

warning

Day Book jaisa: Sale, Purchase, Returns manually add nahi ho sakte. Items wale bill ke liye sahi page use karo. Manual entry ke liye Payment In / Payment Out ya Expense. App se pehle ka udhaar → Sale / Purchase bill (Credit, amount paid 0) — FAQ dekho.

Account Sample Customer

Date	Details	They owe	They paid	Balance
01-Jul	Bill #1040 (Credit)	₹5,000	—	₹5,000 due
03-Jul	Bill #1042	₹1,660	—	₹6,660 due
04-Jul	Payment In	—	₹2,500	₹4,160 due

Customer historyCustomer history

Balance shows how much the customer still owes you.Balance batata hai customer ab kitna udhaar baaki hai.

Add Account

NameSample Customer

Phone98765 43210

Name + phone only — udhaar amount yahan set nahi hota.

Add customerCustomer add karo

Dashboard or Account — saves name and phone. Record old dues with a Credit bill on the Sale page.Dashboard ya Account — naam aur phone save hota hai. Purana udhaar Sale page par Credit bill se likho.

Sample Account screens.Sample Account screens.

point_of_sale Sale

Make bills with items from your stock. Good for billing counters — you can use the keyboard for speed.

Three tabs: New | History | Return

New — create a new bill with customer and items (credit OUT — customer udhaar).
History — see old bills, print or view them. To start a return, click the Return icon (↩) in the Actions column — this opens the Sale Return page.
Return tab — list of all completed sale returns (view, print PDF, attachments). You do not create a new return here.

Making a bill — step by step

What to fill	What to do
Customer Name	Required. Pick from list or type a new name — new customers are saved automatically.
Phone	Optional. Fills by itself when you pick an existing customer.
Sale Date	Date of the bill.
Items	Pick products, enter quantity — Sale Rate / Unit fills automatically (you can change it if needed).
Discount	Flat rupee discount (if your shop uses discounts).
Transport / Bhada	Extra delivery charge, if any.

Save the bill to record credit OUT (red in Day Book). When the customer pays, use Payment In — not a new Sale bill. After saving, the print screen opens. If UPI is set in Settings, a QR code appears for payment.

Sale Return — separate page from History

Open Sale → History tab.
In the bills table, find the bill → click the red Return icon (↩) in the Actions column.
The Sale Return page opens with Bill No, Bill Date, Customer, and Phone filled in from that bill.
Items from the original bill appear in the table — change Quantity for partial return, or click X to remove a row.
Optional: Transport / Bhada in Payment Details on the right.
Click Save — stock increases, Sale Return is recorded (credit IN, green). Customer's udhaar on Account goes down.

After a bill is returned, the Return icon in History turns grey — that bill cannot be returned again. View past returns on the Return tab. Cash refund to customer → use Payment Out on Dashboard separately.

point_of_sale Sale

Stock se items ke saath bill banao. Billing counter ke liye achha hai — speed ke liye keyboard use kar sakte ho.

Teen tabs: New | History | Return

New — naya bill banao customer aur items ke saath (credit OUT — customer udhaar).
History — purane bills dekho, print/view karo. Return shuru karne ke liye table mein Return icon (↩) dabao — Sale Return page khulega.
Return tab — ho chuki saari sale returns ki list (view, PDF, attachments). Naya return yahan se nahi banta.

Bill kaise banayein — step by step

Kya bharna hai	Kya karna hai
Customer Name	Zaroori. List se chuno ya naya naam likho — naye customer apne aap save ho jate hain.
Phone	Optional. Purana customer chunoge to khud bhar jayega.
Sale Date	Bill ki date.
Items	Products chuno, quantity daalo — Sale Rate / Unit apne aap aata hai (zaroorat ho to badal sakte ho).
Discount	Flat rupee discount (agar dukaan mein discount hota hai).
Transport / Bhada	Extra delivery charge, agar ho.

Bill save karo to credit OUT record hoga (Day Book mein red). Jab customer paisa de, Payment In use karo — naya Sale bill mat banao. Save ke baad print screen khulegi. Settings mein UPI set hai to payment ke liye QR code dikhega.

Sale Return — History se alag page

Sale → History tab kholo.
Bills table mein bill dhundo → Actions column mein red Return icon (↩) dabao.
Sale Return page khulega — Bill No, Bill Date, Customer, Phone us bill se bhare honge.
Original bill ke items table mein dikhenge — partial return ke liye Quantity badlo, ya row hataane ke liye X dabao.
Optional: right side Payment Details mein Transport / Bhada.
Save dabao — stock badhega, Sale Return record hoga (credit IN, green). Customer ka udhaar Account par kam hoga.

Ek baar return ho jaye to History mein Return icon grey ho jata hai — dubara return nahi ho sakta. Purani returns Return tab par dekho. Customer ko cash wapas dena ho to alag Payment Out use karo Dashboard par.

NewHistoryReturn

CustomerSample Customer

Payment ModeCash

Item	Qty	Sale Rate	Total
Sample Item A	2	₹450	₹900
Sample Item B	1	₹760	₹760

Grand Total

₹1,660

New billNaya bill

Add items from your stock — quantity reduces when you save.Stock se items add karo — save par quantity kam hogi.

Payment Details

Grand Total₹ 1,660

Amount Paid₹ 1,000

Due Amount: ₹660.00

This is a credit sale — customer owes ₹660.

Credit sale (udhaar)Credit sale (udhaar)

Full bill is credit OUT — customer owes the total until they pay via Payment In.Poora bill credit OUT hai — customer total tab tak dena baaki jab tak Payment In se pay na kare.

Print Preview

UPI QR

Print PDF

Print billBill print karo

QR code for UPI payment appears if you added UPI ID in Settings.Settings mein UPI ID daali hai to UPI payment ke liye QR code dikhega.

Sample Sale screens.Sample Sale screens.

shopping_cart Purchase

Record goods bought from suppliers. Works like Sale — stock increases when you save. Purchase is credit IN only (green) — pay later via Payment Out.

Three tabs: New | History | Return

New — supplier, invoice number, date, item lines with purchase cost, save.
History — view, print, or delete past purchases. To start a return, click the Return icon (↩) in the Actions column — opens the Purchase Return page.
Return tab — list of completed purchase returns. You do not create a new return here.
Stock quantity increases automatically when you save a new purchase.
Supplier account is created if the name is new.

Remarks

Remarks — optional note at the bottom left (e.g. delivery details, challan reference, or internal note). Saved with the purchase.

Purchase Return — separate page from History

Open Purchase → History tab.
In the purchases table, click the red Return icon (↩) in the Actions column.
The Purchase Return page opens with supplier and invoice details from that purchase.
Adjust return Quantity per item or remove rows with X for partial return.
Click Save — stock decreases, Purchase Return is recorded (credit OUT, red). What you owe the supplier goes down.

After return, the icon in History turns grey. View past returns on the Return tab. Supplier cash refund → Payment In on Dashboard separately.

shopping_cart Purchase

Supplier se liya maal record karo. Sale jaisa kaam karta hai — save par stock badhta hai. Purchase sirf credit IN hai (green) — baad mein Payment Out se pay karo.

Teen tabs: New | History | Return

New — supplier, invoice number, date, item lines purchase cost ke saath, save.
History — purani purchases dekho, print/delete karo. Return ke liye table mein Return icon (↩) dabao — Purchase Return page khulega.
Return tab — ho chuki purchase returns ki list. Naya return yahan se nahi banta.
Save par stock apne aap badh jata hai.
Naya naam ho to supplier account apne aap ban jata hai.

Remarks

Remarks — neeche left mein optional note (jaise delivery details, challan number, ya internal note). Purchase ke saath save hota hai.

Purchase Return — History se alag page

Purchase → History tab kholo.
Purchases table mein Actions column mein red Return icon (↩) dabao.
Purchase Return page khulega — supplier aur invoice details us purchase se bhari hongi.
Har item ki return Quantity adjust karo ya X se row hatao (partial return).
Save — stock kam hoga, Purchase Return record hoga (credit OUT, red). Supplier ko dena baaki kam hoga.

Return ke baad History mein icon grey ho jata hai. Purani returns Return tab par dekho. Supplier se cash wapas mile to alag Payment In use karo.

NewHistoryReturn

SupplierSample Supplier

Invoice NoPUR-089

Item	Qty	Cost	Total
Sample Item A	50	₹320	₹16,000

RemarksOptional note…

Amount Paid₹ 10,000

New purchaseNaya purchase

Stock increases on save — full amount is credit IN until you pay via Payment Out.Save par stock badhega — poori amount credit IN hai jab tak Payment Out se pay na karo.

NewHistoryReturn

Invoice	Supplier	Amount	Paid
PUR-089	Sample Supplier	₹16,000	₹10,000

Purchase historyPurchase history

Track unpaid supplier invoices.Supplier ke unpaid invoices track karo.

Sample Purchase screens.Sample Purchase screens.

inventory_2 Inventory

Your product list — used when making bills in Sale and Purchase.

Numbers at the top

Total Items — how many products you have.
Total Value — worth of all stock at buying price.
Low Stock — items with less than 10 left. Tap to see only those items.
Categories — how many product groups you have.

When adding or editing an item

What to fill	Notes
Item Name	Required. A product code is created automatically from the name.
Category & Unit	Required — e.g. kg, piece, box.
Quantity	How many you have in stock now.
Cost Price	What you pay to buy it.
Transport	Extra cost to bring goods (added when calculating selling price).
Margin %	Your profit percentage — selling price is calculated from this.
Sale Price	Price shown on bills and in Price Check.

Search by name or category. Red PDF button downloads a printable stock list. Do not add stock directly here — use Purchase first, then adjust margin or sale price on this page if needed.

inventory_2 Inventory

Aapki product list — Sale aur Purchase mein bill banate waqt use hoti hai.

Upar ke numbers

Total Items — kitne products hain.
Total Value — poori stock ki value buying price par.
Low Stock — 10 se kam bachi hui items. Tap karo to sirf wahi dikhengi.
Categories — kitne product groups hain.

Item add ya edit karte waqt

Kya bharna hai	Notes
Item Name	Zaroori. Naam se product code apne aap ban jata hai.
Category & Unit	Zaroori — jaise kg, piece, box.
Quantity	Ab kitna stock hai.
Cost Price	Kharidne par kitna dete ho.
Transport	Maal lane ka extra kharcha (selling price calculate karte waqt add hota hai).
Margin %	Aapka profit percentage — isse sale price nikalta hai.
Sale Price	Bill aur Price Check mein dikhai dene wali price.

Naam ya category se search karo. Red PDF button se printable stock list download hoti hai. Yahan seedha stock mat badhao — pehle Purchase karo, phir zaroorat ho to margin ya sale price yahan adjust karo.

Total Items

42

Total Value

₹1.8L

Low Stock

3

Item	Code	Qty	Sale Price
Sample Item A	DMO-A	87	₹450
Sample Item B	DMO-B	8	₹760

Stock listStock list

Sample Item B has low stock (less than 10 left).Sample Item B ka low stock hai (10 se kam bacha hai).

Add Item

Cost Price₹ 320

Margin %25

Sale Price (auto)₹ 450

Setting pricesPrice set karna

Enter cost and margin — selling price is calculated for you.Cost aur margin daalo — sale price apne aap nikal jayegi.

Sample Inventory screens.Sample Inventory screens.

bar_chart Reports

See how your business is doing. Pick a report, choose dates, and view the results.

Report	What it tells you
Fast Moving	Items that sell the most — order these first.
Slow Moving	Items that hardly sell — money stuck in stock.
Top Customers	Your biggest buyers.
Supplier Spend	How much you bought from each supplier.
Item Profit	Profit on each product.
Category Profit	Profit by product group.
Low Stock	Items with less than 10 left — your reorder list.

bar_chart Reports

Dukaan ka hisaab dekho. Report chuno, dates set karo, aur result padho.

Report	Kya batata hai
Fast Moving	Sabse zyada bikne wali items — pehle ye order karo.
Slow Moving	Kam bikne wali items — paisa stock mein atka hai.
Top Customers	Aapke sabse bade buyers.
Supplier Spend	Har supplier se kitna kharida.
Item Profit	Har product par kitna profit.
Category Profit	Product group ke hisaab se profit.
Low Stock	10 se kam bachi items — reorder list.

Fast MovingTop CustomersLow Stock

01-Jun-2026 → 04-Jul-2026

Item	Qty Sold	Revenue
Sample Item A	120	₹54,000
Sample Item B	85	₹64,600

Fast selling itemsTez bikne wali items

Pick dates at the top, then read the list.Upar dates chuno, phir list padho.

Low Stock

Item	Qty	Status
Sample Item B	8	Below 10
Sample Item C	3	Below 10

Low stockLow stock

Items you should order soon.Items jo jald order karni chahiye.

Sample Reports screens.Sample Reports screens.

keyboard Keyboard Shortcuts

Hold the Ctrl key (on Mac: Cmd) and press the letter or number shown.

info

On every page: Ctrl + C closes an open window — but only if you are not copying text.

keyboard Keyboard Shortcuts

Ctrl key dabaye rakho (Mac par Cmd) aur jo letter ya number likha hai woh press karo.

info

Har page par: Ctrl + C khuli window band karta hai — lekin sirf jab aap text copy nahi kar rahe ho.

Jump to any page (from anywhere)Kisi bhi page par jao (kahin se bhi)

DashboardCtrl + 1

Day BookCtrl + 2

AccountCtrl + 3

SaleCtrl + 4

PurchaseCtrl + 5

InventoryCtrl + 6

ReportsCtrl + 7

Dashboard

Add AccountAccount add karoCtrl + A

Find AccountAccount dhundoCtrl + F

Payment InCtrl + I

Payment OutCtrl + O

Price CheckPrice CheckCtrl + P

SettingsSettingsCtrl + B

Quick SaleQuick SaleCtrl + Q

Pending CollectionsPending Collections kholoCtrl + C

Close windowWindow band karoCtrl + C

When a popup is open on Dashboard, Ctrl + S saves it:Dashboard par popup khula ho to Ctrl + S se save hota hai:

Save Business SettingsBusiness Settings saveCtrl + S

Save Quick SaleQuick Sale saveCtrl + S

Save Invoice DesignInvoice Design saveCtrl + S

Save Payment In / OutPayment In / Out saveCtrl + S

Sale

Open Customer dropdownCustomer dropdown kholoCtrl + A

Save billBill save karoCtrl + S

Print bill (when bill is on screen)Bill print (jab bill screen par ho)Ctrl + D

Go to New bill tabNew bill tab par jaoCtrl + B

Go to History tabHistory tab par jaoCtrl + H

Go to Return tabReturn tab par jaoCtrl + R

Close windowWindow band karoCtrl + C

Add next item row (on last item line)Agli item row add karo (aakhri line par)Enter

Purchase

Open Supplier dropdownSupplier dropdown kholoCtrl + A

Save purchasePurchase save karoCtrl + S

Print (when purchase is on screen)Print (jab purchase screen par ho)Ctrl + D

Go to New purchase tabNew purchase tab par jaoCtrl + P

Go to History tabHistory tab par jaoCtrl + H

Go to Return tabReturn tab par jaoCtrl + R

Close windowWindow band karoCtrl + C

Add next item row (on last item line)Agli item row add karo (aakhri line par)Enter

Inventory

Add new itemNaya item add karoCtrl + A

Download stock list as PDFStock list PDF downloadCtrl + D

Close windowWindow band karoCtrl + C

Reports

Works when you are not typing in a date box.Tab kaam karta hai jab date box mein type nahi kar rahe ho.

Fast Moving ItemsFast Moving ItemsCtrl + F

Slow Moving ItemsSlow Moving ItemsCtrl + D

Top CustomersTop CustomersCtrl + C

Supplier SpendSupplier SpendCtrl + S

Item ProfitItem ProfitCtrl + I

Low StockLow StockCtrl + L

Category Profit — pick from the list on the left; no keyboard shortcut.Category Profit — left list se chuno; keyboard shortcut nahi hai.

Day Book & Account — on the main screenDay Book & Account — main screen par

Download reportReport downloadCtrl + D

Add new entry (+ button)Nayi entry add (+ button)Ctrl + A

Quick add a Sale entryJaldi Sale entry addCtrl + B

SaveSaveCtrl + S

Close windowWindow band karoCtrl + C

Day Book & Account — when choosing entry typeDay Book & Account — entry type chunte waqt

SaleCtrl + B

PurchaseCtrl + P

ExpenseCtrl + E

Payment InCtrl + I

Payment OutCtrl + O

Day Book & Account — when filling an entryDay Book & Account — entry bharte waqt

Save entryEntry save karoCtrl + S

Day Book & Account — when downloading reportDay Book & Account — report download karte waqt

Include attachmentsAttachments shamil karoCtrl + A

Include remarksRemarks shamil karoCtrl + R

Download Excel fileExcel file downloadCtrl + E

Download PDFPDF downloadCtrl + P

warning

Note: The same keys do different things on different pages. For example, Ctrl + B opens Settings on Dashboard but picks Sale on Day Book. Always check which page you are on.Dhyan: Wahi keys alag pages par alag kaam karti hain. Jaise Ctrl + B Dashboard par Settings kholta hai lekin Day Book par Sale chunta hai. Hamesha dekho aap kis page par ho.

Accounting360 — User Guide

Accounting360 — User Guide

rocket_launch Getting Started

First-time setup (do once)

A normal working day

rocket_launch Shuru Kaise Karein

Pehli baar setup (ek baar karo)

Roz ka normal kaam

book Important Words

book Important Shabd

hub How Pages Work Together

When you save a sale bill

When you save a purchase

When you save a sale return

When you save a purchase return

How amounts and colors work

Sale vs Payment In — do not mix them up

Purchase, Expense vs Payment Out

Sale Return vs Purchase Return

hub Pages Kaise Judte Hain

Jab aap sale bill save karte ho

Jab aap purchase save karte ho

Jab aap sale return save karte ho

Jab aap purchase return save karte ho

Amount aur color kaise samjhein

Sale vs Payment In — confuse mat karo

Purchase, Expense vs Payment Out

Sale Return vs Purchase Return

help Common Questions

help Aam Sawaal

dashboard Dashboard

Summary cards at the top (tap any card to see details)

Quick Actions buttons

dashboard Dashboard

Upar ke summary cards (details ke liye kisi bhi card par tap karo)

Quick Actions buttons

Dashboard summaryDashboard summary

Payment In

import_contacts Day Book

What you see

Entry types you can add manually

import_contacts Day Book

Kya dikhega

Manually kaunsi entries add kar sakte ho

Cash & Bank booksCash aur Bank books

Add an expenseExpense add karo

people_alt Account

people_alt Account

Customer historyCustomer history

Add customerCustomer add karo

point_of_sale Sale

Three tabs: New | History | Return

Making a bill — step by step

Sale Return — separate page from History

point_of_sale Sale

Teen tabs: New | History | Return

Bill kaise banayein — step by step

Sale Return — History se alag page

New billNaya bill

Credit sale (udhaar)Credit sale (udhaar)

Print billBill print karo

shopping_cart Purchase

Three tabs: New | History | Return

Remarks

Purchase Return — separate page from History

shopping_cart Purchase

Teen tabs: New | History | Return

Remarks

Purchase Return — History se alag page

New purchaseNaya purchase

Purchase historyPurchase history

inventory_2 Inventory

Numbers at the top

When adding or editing an item

inventory_2 Inventory

Upar ke numbers

Item add ya edit karte waqt

Stock listStock list

Setting pricesPrice set karna

bar_chart Reports