Help centre

Create a NegoBill account at app.negobill.com: your name, the shop's name, an email or phone and a password, verify with an OTP, pick a plan, and the 15-day trial starts. No card.

Settings → Billing & Plans: pick the plan (and any add-ons or extra outlets), confirm your billing details, place the order, pay by UPI or bank transfer quoting the order number. The plan is switched on the same day and a GST invoice is issued.

Open Sales → New sale, scan or type each product, set quantities, pick the customer if there is one, press Proceed, take the payment, print. A bill or a tax invoice, paid now or on credit.

Contacts → the customer → Received, or the sale preview → Record payment: choose the method, the amount, and which bills it settles (oldest first by default). The due drops at once and a receipt is numbered.

After Proceed, the sale preview offers Print with the printers of this PC: receipt (2-inch or 3-inch), half A4 or A4, as a Bill Receipt or a Tax Invoice. On a phone, the paired Bluetooth printer prints the receipt.

Open the sale and press Share: NegoBill makes a link the customer opens without any login, and a ready message with the bill number and total. Send it on WhatsApp or anywhere.

On the sale screen open Pre Sale and choose New Quotation, Estimation or Proforma Invoice. Add lines as for a sale; nothing moves in stock or money. Print or share it, and convert it to a sale when the customer agrees.

Stock → Presets → New preset: name it and add the products and services it always needs. On a sale, quotation or estimate type its name in the item search or press Preset; every item lands as its own line, ready to change or remove.

Open the sale from Sales. Edit changes the lines and re-posts stock and money; Cancel reverses the whole sale; Return takes back some items against it with a refund or a credit. Nothing is deleted; every change is recorded.

Products → Add: name, sale price, MRP, unit, GST rate and HSN, barcode. Enter walks the boxes and the form stays open for the next product. Stock is added separately.

On the product, Add stock: quantity, buying price per unit, batch number and expiry. It creates a batch, values the stock, and switches stock tracking on for that product.

Purchase → New: the supplier, the invoice number and date, the lines with quantity and buying price. Saving adds a batch per line to the store's stock and records what you owe the supplier.

On a product press Print label, choose the label size and how many, and print on the label printer set for this PC. Products with no barcode get one with Generate; the label carries the name, price and the house Code 128 barcode.

Products → Import (or Contacts → Import): upload a CSV or Excel file, match your column headings to NegoBill's, check the preview, import. Rows that cannot be taken are listed with the reason; the rest go in.

Stock Transfers → New: the destination store, the products and quantities from the source's batches. The receiving store accepts the transfer, and only then does the stock move; a transfer can be cancelled before acceptance.

Contacts → Add: a name or a phone number is enough. Mark them customer, supplier or both; add the GST number for tax invoices; put them in a group; switch on wholesale pricing if they get it.

On the contact, open Statement: every bill with a short summary, every payment, the running balance and the closing line in plain words. Share it on WhatsApp for any date range.

Expense (top bar) → the category, amount, the account it was paid from and a note. It posts to the ledger at once and shows on the dashboard and in Box Cash if it left a cash box.

On the supplier's contact press Paid: the method, the amount, and the invoices it settles, oldest first by default. A voucher is numbered and the supplier's due drops.

Box Cash shows each cash box or drawer, the day's cash in and out, and what should be in it now. Type what you counted; the difference is recorded as over or short, and nothing else changes.

Install the free NegoBill Print Utility on the PC, then Settings → Printers: it lists USB, network and Bluetooth printers of any brand. Pick the receipt printer and the label printer for this PC; every login on it prints there.

On a Chromebook, silent printing needs a Bluetooth printer: Settings → Printers → Connect Bluetooth printer, tick it once in Chrome's list, answer four questions. A USB printer is added in Chrome OS Print and scan and prints through the print dialog. On a Mac or Linux PC, USB printers connect directly.

Reports → GSTR-1: pick the month, press Generate. The report groups your tax invoices into B2B, B2C and HSN summaries the portal wants; Export JSON gives the file the GST offline tool imports (Plus and above).

Reports → Sales: pick the period, press Generate. Every sale with its taxable value, GST, cost from the batches it took, and profit; totals by day; returns netted. Profit shows only to people allowed to see buying prices.

Settings → Staff Access → Add: the person's name, phone and a password, then the permission groups they get (sales, products, contacts, ledger, reports) and any single actions to block. They sign in with the phone number.

A staff login gets permission groups (Sales, Products, Contacts, Ledger, Reports, Expenses, Purchases, Counters, Box Cash) and can have single actions blocked inside them, such as seeing buying prices, backdating, voiding or resetting wallets.

Settings → Outlets → Add: the outlet's name, address and billing profile. It gets its own stock, counters and bill numbers; staff can be limited to it; stock moves to it by transfer. Business includes one outlet, Pro two.

Vans → the van → Load: tick products and quantities from the shop's stock; the van carries them. On the phone, sales are made from the van; in the evening Take back returns the unsold stock to the shop.

Job Cards → New: the customer, the job type, what came in and what is wrong, the estimate and any advance. Move it through the statuses; when it is done, Bill from the card puts services and parts on one sale with the advance deducted.

Recharge (top bar): the operator, the number, the amount. It is a sale line that debits the operator's wallet in NegoBill; the commission is recorded. Top up wallets in Recharge → Wallets.

Projects → New: the customer, a name and a note. Then, on any sale, quotation, receipt or expense, pick the project; the project shows what was sold, quoted, received and spent, and what it earned.

Proposals → New: the customer, the letter on your letterhead, the scope, estimates with alternatives, the payment schedule and your terms. Send makes a version and a link; Accept freezes it; instalments are collected as advances.

Open Menu → NegoBill Assistant in the web app (every plan), copy the address, add it as a connector in Claude or ChatGPT, sign in on the NegoBill page, choose the store, Allow. Then ask in your own words.