The Most Frequently Asked Questions on myBillBook App,
myBillBook Features, Subscription, Support & Others
Get Answers to Most of Your Questions, Doubts, & Concerns Related to the myBillBook Billing App, its Features, Subscription, Refund, Customer Support, Demo, & Everything.
How to change the Invoice prefix and sequence number?
To set a custom Invoice prefix and sequence number,
Go to ‘Settings > Invoice Settings’ and enable “Invoice Prefix & Sequence Number”. Enter your desired Prefix and Sequence Number.
How to create a cash sale invoice?
While creating an invoice, select ‘Mark as fully paid’ option to signify that you have received the full amount. This makes it a cash sale invoice.
How to mark an invoice as ‘Paid’ or how to settle an ‘Unpaid’ invoice?
Marking unpaid or partially paid invoices as ‘Paid’ requires you to make a ‘Payment In’ against those invoices. You can do this by following any one of the below methods.
- From the left-hand Menu, click on ‘Sales > Payment In > +Create Payment In’. Select the Party Name to see all the related invoices, and choose the invoice against which you wish to mark the payment. Click on ‘Save’. The respective invoice will be settled automatically.
- Second Method:
Go to ‘Sales > Sales Invoice’ Choose any Unpaid Invoice and click on ‘Record Payment In’ from the top right corner. Fill in the required fields and click on ‘Record Payment’ to settle the invoice.
Can I add Free Items to the Invoice?
Yes, you can add free items to the invoice. To add Free Items, enable the option for Free Item Quantity from Invoice settings. You will then see a Free QTY button for every item added to your invoice.
How to show Party Balance in the Invoice?
Go to ‘Invoice Settings’ and enable the ‘Show Party Balance in Invoice’ option. This setting will be applicable for all the newly created invoices that display the previous and the current party balance, while all older invoices display only the current party balance.
How to add a PO Number, Eway Bill Number or Vehicle Number to the Invoice?
From the left-side menu, go to ‘Settings> Invoice Settings’. Click on ‘Add Field to Invoice’ and select PO Number, Eway Bill Number and Vehicle Number to display on the invoice. If you wish to remove it, click on the ‘X’ symbol beside each option.
How to add custom item fields related to my industry, like Batch Number, Size, Expiry etc., to the invoices?
From the left-side menu, go to ‘Settings> Invoice Settings’. Click on ‘Add Field to Invoice’ and select ‘+Add Custom Field’. You can include the custom field name and the default value in the respective fields and click on ‘Add’. The fields will be automatically added to the invoices.
What are the printing options available in myBillBook?
myBillBook supports A4, A5 and Thermal Printing (2-inch and 3-inch) options. While the desktop app supports USB thermal printers, the mobile app can be connected to thermal printers.
What are ‘Parties’ in myBillBook application?
Parties are the Customers and Suppliers. You need to add all your customers as parties to create bills in their names.
I have too many parties. How to add them easily to the myBillBook app?
myBillBook provides the option to bulk import your party’s data from Excel. To start uploading your parties in bulk, from the left-hand navigation menu, click on ‘Items’ and select ‘Upload Items’. You can either –
- Import an Excel file with items listed in bulk
- Upload a purchase bill to upload individual items or
Import from another billing software like Vyapar, Tally, Marg, Busy, etc.
How to see Party Ledger/Statement?
A party’s ledger can be seen in two ways:
- From the left side menu, Go to ‘Parties’ and select the Party. Click on the “Ledger (Statement)” tab to see all the transactions.
- You can also open Party Statement by going to Reports from the side navigation menu and selecting “Party Statement (Ledger)”. After that, you can select the party whose Party Statement you want to see.
How is the Party balance calculated?
Party balance is the outstanding amount of money that you need to collect from or pay to a party. It is calculated based on the Opening Balance you entered while creating the party, the invoices (both sales and purchases) you made against the party and the payments you made to/received from the party.
How to send an ‘Invoice SMS’ to Party?
For every Invoice that you create, an SMS is sent automatically to your party with a link to that Invoice.
In case you want to turn off the feature, you can do that by visiting, ‘Settings > Reminders and disabling the ‘Send billing SMS to Party’ option. To manually send an invoice SMS to a Party, open the Invoice and click the ‘SMS’ button on the top right corner.
How to create GST/Non-GST party?
To create a new party in myBillBook, from the left side menu, click on ‘Parties > +Create Party’. Enter all the details along with the business GSTIN for a registered business and leave it blank for a non-GST business. Based on your entry, the system will consider the parties to be GST or Non-GST.
GSTIN, along with the ‘Place of Supply’ of the party, will determine whether an invoice will have IGST or CGST/SGST, so make sure you fill in this information
Do I need to link invoices to payments?
To create Payments, it is not mandatory to link Invoices. But doing so would benefit you greatly as you will be able to mark those invoices as paid and track unpaid invoices accurately.
Can I link multiple invoices to one payment?
Yes, you can link one payment to multiple invoices. For example, 1 payment of Rs.10,000 was linked to 3 invoices of Rs.3,000, Rs.4,000 and Rs.5,000. In this case, the last invoice of 5,000 will be marked as partially paid with an outstanding of Rs.2,000 [5,000 – 3,000 left from the 10,000].
What is e-Invoicing?
e-invoicing depicts the system in which business-to-business (B2B) creates invoices digitally, and the Goods and Services Tax Network (GSTN) verifies them.
Can more than one IRN be generated for the same invoice?
No, the e-Invoice system checks in the Central Registry of the GST system to ensure that the same invoice from the same supplier belonging to the same financial year is not being uploaded again for generating more than one IRN. The IRP will reject such invoices.
How does e-invoicing work?
The e-invoicing system allows the IRP(Invoice Registration Portal), managed by the GSTN(GST Network), to assign an identification number to each invoice. The e-invoice portal sends all invoice information to the GST and e-way bill portals in real-time.
Is e-invoicing mandatory for services?
Yes, e-invoicing is mandatory for service providers falling under the same turnover bracket as product companies.
What is the limit for e-invoices in GST?
Effective 1st August 2023, all GST-registered businesses with a turnover of above Rs. 5 Cr must generate e-invoices for all B2B transactions.
How do I bulk upload all my items at a time?
To bulk upload all items in myBillBook, you can follow the below procedures.
- Go to ‘Items > Bulk Add Items’
- You will find 4 different bulk upload options
- Import Excel
- Import Excel with Item Batches
- Import Vyapar
- Import Items from Other Software
- Click on the relevant option and follow the instructions to bulk upload all your items at a time.
What are Item Categories? How to use them?
‘Item Categories’ in myBillBook easy stock management by grouping similar items together. The same categories will also be displayed in your Online Store to help customers find what they need easily.
How is Stock Value calculated?
Stock Value in myBillBook is calculated based on the purchase price entered for your item multiplied by the current stock of that item. You can also get the stock value based on the sales price of each item.
How to add MRP or Wholesale Price?
MRP and Wholesale Price options can be added to myBillBook by enabling these options from Item Settings.
How to get the full history of Item movements?
myBillBook allows you to track the full history of your item’s stock; right from opening stock to every sale, purchase and adjustment. Select any Item and click on Stock Details to see the entire information. Alternatively, you can select “Stock Details Report” in the Report section.
Can I use myBillBook in Hindi or other regional languages?
myBillBook mobile app can be used in various regional languages. The mobile app can be accessed in 5 different languages, including English, Hinglish, Hindi, Gujarati, and Tamil. For the desktop app, we’re working on adding Hindi and Hinglish support.
Can I access my data if I lose my phone?
Since the login to myBillBook is OTP based, it’s not possible to log in to your account without an OTP. However, your data remains safe and can be accessed once you log in again with your phone number and OTP.
Can I change my registered mobile number?
You cannot change the registered mobile number on your own. However, you can reach to our customer support and raise a request.
Can I access the same account from different mobile phones?
Yes, using the OTP sent to the registered mobile number, you can access the same account from multiple mobile phones or other compatible devices.
Can I access my data on a mobile phone?
Yes, you can access myBillBook account through the software’s Android or iOS app. All features available on the myBillBook Web app are available on the mobile app too.
Do I have to sync data manually between PC and mobile?
No need to! The data is synced automatically whenever an internet connection is available to the mobile phone. So if you’re connected to the internet, data between the desktop and mobile would always be in sync.
What is an SMS template?
An SMS template is a TRAI-approved SMS format that has both fixed values/strings as well as variables. The user can edit the variables as per their requirements but not the fixed strings.
What is the SMS Marketing feature in myBillBook?
SMS Marketing is a feature through which users can send bulk SMS to their parties using myBillBook.
Who can use the SMS Marketing feature?
All users on our Platinum and Enterprise plans can use the feature.
Is there a limit to how many SMSs users can send using SMS marketing?
Yes, Platinum plan users will get 500 SMSs per company per year, while Enterprise plan users will get 1000 SMSs per company per year.
What kind of SMS can the user send?
Currently, we are offering two categories of SMS, festival and discount, and four templates in each category. Therefore, there are 8 SMS templates in total.
Can I try myBillBook for free?
myBillBook offers a complimentary trial period of 14 days for new users. Following the trial, users can choose from our subscription plans. Detailed pricing information for our accounting software in India is provided here.
Is it possible to customise the paid plans offered by myBillBook?
Yes, you can tailor our plans to suit your specific business needs. The Enterprise Plan is designed for businesses seeking a personalised plan with unrestricted access to all features. The pricing of the billing software will be adjusted accordingly.
Can I upgrade my current plan to a different one?
You have the flexibility to upgrade your myBillBook plan to a higher-tier plan. Kindly contact our customer support for such requests.
Are there any restrictions on the number of invoices created based on the plan?
No, myBillBook does not impose any limitations on the number of invoices you can create based on your plan. Instead, the limit pertains to the number of businesses and users. For unlimited access, you can opt for the ‘Enterprise Plan.’
What is the billing cycle for myBillBook?
All myBillBook plans are billed annually; monthly billing is not currently available. Even with annual billing, our subscription rates are competitively priced compared to other billing software options in the market.
Can I cancel my subscription?
Yes, you have the option to cancel your subscription at any time. Please note that no refunds are provided for mid-month cancellations. myBillBook offers subscription plans at cost-effective rates.
Is a refund available for a cancelled subscription?
Refunds are applicable only for the first subscription of a user and must be requested within 30 days of purchase.
How can I initiate a cancellation request for my subscription?
To request the cancellation of your subscription, please contact myBillBook customer support helpline. Cancellation requests made through other channels will not be considered.
What is POS billing software?
Supermarkets are prime examples of locations where you can encounter Point of Sale (POS) billing software in action. Cashiers efficiently scan products using barcode scanners, creating invoices for numerous items effortlessly. From a technical standpoint, POS billing software empowers cashiers to input the products or services customers buy and swiftly generate invoices, saving valuable time.
Do I need separate equipment to use myBillBook’s POS billing software?
Not really. You can use your desktop or even your mobile device to use the POS billing feature of myBillBook. All you need is a subscription to myBillBook billing software.
Do I need to pay extra for using the POS billing option?
No. You just need a subscription for myBillBook accounting software. You can select a plan depending on your business needs, like the number of businesses/users, mobile & web access, etc.
Are there any Keyboard Shortcuts available?
myBillBook provides 20+ keyboard shortcuts to make your work easy. You can view the shortcuts list from any screen by pressing the ‘ALT’ button on your keyboard.
Is my data safe on myBillBook?
Your data is 100% safe and secure. Your data can only be accessed with an OTP that will be sent to your registered mobile number (this is the same level of security provided by net banking applications). Even if your computer stops working, your data will still be available to you on the myBillBook website.
Can I export my data for GST filing?
myBillBook currently provides the option to export Sales and Purchase GST Reports.
Can I import data from other accounting apps to myBillBook?
Yes, you can import item data from Marg, Tally, Vyapaar, and Busy.