{ "product": "NegoBill", "version": "V5", "generatedAt": "2026-10-08T18:47:48.490Z", "base": "https://negobill.com/help/", "guides": [ { "slug": "sign-up", "url": "https://negobill.com/help/sign-up", "title": "Sign up and start your free trial", "section": "Getting started", "description": "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.", "keywords": [ "NegoBill sign up", "NegoBill free trial", "how to register in NegoBill", "create NegoBill account" ], "platforms": [ "web", "android", "ios" ], "needs": null, "steps": [ "Open https://app.negobill.com (or the NegoBill app) and choose Register.", "Type your name, your business name, your email, and a password; confirm the password.", "Enter the one-time password sent to your email, then the one sent to your phone.", "Pick the plan to try. Every plan has a 15-day free trial; you can move up any time.", "You land on the dashboard. Settings → Profile is where the shop's address and GST number go." ], "stepsAndroid": null, "stepsIos": null, "body": "## After you sign up\n\nSet the shop up in this order: **Profile** (name, address, GST number, what prints on bills), **Payment Settings** (Cash, UPI, bank, card, and the accounts they land in), then **Products** and **Contacts**, importing from Excel if you have them. Then make a test sale, print it, and you are ready.", "faq": [ { "q": "Do I need a card to start?", "a": "No. The trial needs no payment. At the end you pay by UPI or bank transfer and the plan is switched on the same day." }, { "q": "Can I try Business or Pro instead of Starter?", "a": "Yes. Every plan has its own trial." } ], "updated": "2026-09-26" }, { "slug": "buy-a-plan", "url": "https://negobill.com/help/buy-a-plan", "title": "Buy or renew a plan, or add an add-on", "section": "Getting started", "description": "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.", "keywords": [ "NegoBill buy plan", "NegoBill renewal", "NegoBill add-on purchase", "NegoBill payment UPI" ], "platforms": [ "web" ], "needs": "Owner login", "steps": [ "Open Settings → Billing & Plans.", "Choose the plan, then Add-ons for anything extra (Job Cards, Recharge, Van Sales, Proposals, API Access) and extra outlets.", "Confirm the billing details (legal name, GST number, state) that go on the invoice.", "Place the order and pay by UPI or bank transfer with the order number as the reference.", "The plan is switched on the same day; the invoice appears under Plan history." ], "stepsAndroid": null, "stepsIos": null, "faq": [ { "q": "Can I try an add-on before buying?", "a": "Yes. Every add-on has a 15-day trial from the same Add-ons page." }, { "q": "What if my plan lapses?", "a": "The account locks to Settings until renewed; nothing is deleted." } ], "updated": "2026-10-01" }, { "slug": "add-a-customer", "url": "https://negobill.com/help/add-a-customer", "title": "Add a customer or supplier", "section": "Customers & suppliers", "description": "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.", "keywords": [ "NegoBill add customer", "how to add customer in NegoBill", "NegoBill supplier", "NegoBill contact GST number" ], "platforms": [ "web", "android", "ios" ], "needs": "Contact permission", "steps": [ "Open Contacts and press Add contact (or, on the sale screen, type a phone number that is not found and choose New contact).", "Type the name and phone. Choose Customer, Supplier or both.", "For a business customer add the business name and GST number; the state on their address decides the GST split.", "Optional: a group, wholesale pricing, an opening balance for what they already owe you.", "Save. The contact is ready to pick on any sale, purchase or payment." ], "stepsAndroid": null, "stepsIos": null, "faq": [ { "q": "Can a customer also be a supplier?", "a": "Yes. One contact carries both roles and one running balance." }, { "q": "Can I import my customers?", "a": "Yes: Contacts → Import from CSV or Excel." } ], "updated": "2026-09-26" }, { "slug": "add-a-product", "url": "https://negobill.com/help/add-a-product", "title": "Add a product", "section": "Products & stock", "description": "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.", "keywords": [ "NegoBill add product", "how to add product in NegoBill", "NegoBill product barcode", "NegoBill GST rate on product" ], "platforms": [ "web", "android", "ios" ], "needs": "Product permission (owners always have it)", "steps": [ "Open Products and press Add product.", "Type the name. Enter moves to the next box: sale price, MRP, unit (pcs, kg, box…), GST rate, HSN.", "Scan or type the barcode in the Barcode / SKU box, or press Generate to make one.", "Optional: the buying price, the models it fits (for accessories and parts), a group, a picture.", "Press Save. The product appears in Recently added and the form is ready for the next one." ], "stepsAndroid": null, "stepsIos": null, "body": "## Tips\n\n- Sale price is what the customer pays, GST included. NegoBill splits the tax on the bill from the rate you set here.\n- A product that does not need stock (a service, a made-to-order item) simply never gets stock added.\n- Units and packs (a dozen at its own price) are on Business and above: Products → the product → Units.", "faq": [ { "q": "Does adding a product add stock?", "a": "No. Add stock on the product afterwards; that is what switches stock tracking on for it." }, { "q": "Can I import many products at once?", "a": "Yes: Products → Import, from CSV or Excel. NegoBill matches your column headings." } ], "updated": "2026-09-26" }, { "slug": "add-staff", "url": "https://negobill.com/help/add-staff", "title": "Add staff and set their permissions", "section": "Staff & settings", "description": "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.", "keywords": [ "NegoBill add staff", "how to add staff in NegoBill", "NegoBill staff permissions", "NegoBill cashier login", "NegoBill hide buying price from staff" ], "platforms": [ "web" ], "needs": "Owner login, on Plus or above (Plus 2 staff, Business 10, Pro unlimited)", "steps": [ "Open Settings → Staff Access and press Add staff.", "Type their full name, phone number and a first password. The phone number is their login.", "Tick the permission groups: Sales, Products, Contacts, Ledger, Reports, Expenses, Purchases, Counters, Box Cash, and the add-on groups you hold.", "Block single actions inside a group if you want: backdating sales, voiding, seeing buying price and profit, resetting recharge wallets.", "For an outlet, limit them to that store. Save. They sign in on the web or the phone app with the phone number and password." ], "stepsAndroid": null, "stepsIos": null, "body": "## Tips\n\n- Permission changes apply on the staff member's very next action; no re-login needed.\n- Every sale, payment and stock change records who made it.", "faq": [ { "q": "Can staff see my buying prices?", "a": "Only if you switch on Buying price & profit for them. It is off by default." }, { "q": "Can a staff member use two phones?", "a": "One device per platform: a new login on another Android phone signs the first one out. Web, Android and iOS can each be live at once." }, { "q": "How do I remove someone?", "a": "Settings → Staff Access → the person → Deactivate. Their login stops at once; what they recorded stays." } ], "updated": "2026-09-26" }, { "slug": "connect-claude", "url": "https://negobill.com/help/connect-claude", "title": "Connect Claude or ChatGPT to NegoBill (the AI assistant)", "section": "AI assistant", "description": "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.", "keywords": [ "NegoBill Claude connector", "NegoBill ChatGPT", "NegoBill MCP setup", "connect billing app to ChatGPT", "NegoBill AI assistant setup" ], "platforms": [ "web", "android", "ios" ], "needs": "Any plan from Starter; the tools follow the plan and your permissions", "steps": [ "In the web app open Menu → Business → NegoBill Assistant. The page shows the connector address — copy it. It also lists the tools open to your login; tools a higher plan opens show a lock and the plan name.", "Claude: claude.ai → Settings → Connectors → Add custom connector → paste the address → Add → Connect. Once added on the web it works in the Claude phone apps too.", "ChatGPT: Settings → Apps & connectors → Advanced → Developer mode → Create → name NegoBill, paste the address, authentication OAuth → Create → Connect. (Paid ChatGPT plans, on the web.)", "A NegoBill page opens: sign in with your NegoBill email or phone and password, choose the store, press Allow.", "Ask: \"What did we sell today?\" \"How much does Ravi owe?\" \"Make a sale of 2 tempered glass for iPhone 15 Pro to Ravi, paid by UPI.\" The app asks you before it records anything." ], "stepsAndroid": null, "stepsIos": null, "faq": [ { "q": "Does Claude or ChatGPT see my password?", "a": "No. You type it on a NegoBill page; the app receives only a token that does what your login may do." }, { "q": "How do I switch it off?", "a": "Menu → NegoBill Assistant → Connected apps → the connection → Switch off. The app stops at once." }, { "q": "Can staff connect too?", "a": "Yes, with their own login; they get only the tools their permissions allow." }, { "q": "Does my plan change what it can do?", "a": "Yes. On Starter it has sales, products, stock, contacts, the day report and payments on sales. Purchases, statements, receipts and low stock open from Plus, presets from Business. Ask for something your plan does not open and it tells you which plan does." } ], "updated": "2026-10-01" }, { "slug": "do-a-recharge", "url": "https://negobill.com/help/do-a-recharge", "title": "Do a mobile or DTH recharge", "section": "Recharge", "description": "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.", "keywords": [ "NegoBill recharge", "mobile recharge billing software", "recharge shop software India", "NegoBill operator wallet" ], "platforms": [ "web", "android", "ios" ], "needs": "Recharge add-on; Recharge permission", "steps": [ "Once: open Recharge → Wallets and add each operator wallet with its opening balance and commission rate.", "Press Recharge in the top bar: pick the operator, type the number and the amount, Proceed and take the cash.", "The wallet drops by the amount less commission; the sale shows on the day's list.", "When you top up a wallet with the operator, record it in Wallets → Top up." ], "stepsAndroid": null, "stepsIos": null, "faq": [ { "q": "Where is my commission?", "a": "On each recharge and in the wallet's statement; the sale report shows recharge income." } ], "updated": "2026-09-26" }, { "slug": "gstr1-report", "url": "https://negobill.com/help/gstr1-report", "title": "GSTR-1 report and JSON export", "section": "Reports", "description": "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).", "keywords": [ "NegoBill GSTR-1", "GSTR-1 JSON export NegoBill", "GST return from billing software", "NegoBill GST report" ], "platforms": [ "web" ], "needs": "Report permission; a billing profile with a GST number; JSON export on Plus and above", "steps": [ "Open Reports → GSTR-1, choose the billing profile and the month, press Generate.", "Check the sections: B2B (customers with a GST number), B2C, HSN summary, credit notes from returns.", "Press Export JSON and upload the file in the GST portal's offline tool, or hand it to your accountant." ], "stepsAndroid": null, "stepsIos": null, "faq": [ { "q": "Which sales are in it?", "a": "Tax invoices only. Bill Receipts are not GST documents; convert a bill to an invoice if it should be." }, { "q": "A customer's GST number is wrong.", "a": "Fix it on the contact; the invoice snapshot keeps what was printed, so edit the invoice too if it must change." } ], "updated": "2026-09-26" }, { "slug": "load-a-van", "url": "https://negobill.com/help/load-a-van", "title": "Load a van, sell on the road, take back", "section": "Vans", "description": "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.", "keywords": [ "NegoBill van sales", "van loading software", "sell from delivery van app", "NegoBill vans" ], "platforms": [ "web", "android", "ios" ], "needs": "Van Sales add-on; stock permission to load; sale permission to bill", "steps": [ "Open Vans and add the van once: its name, the store it belongs to, the driver's staff login.", "In the morning press Load: tick products and quantities; the oldest batches go first. Complete loading.", "On the road the driver opens the van in the phone app and makes sales as usual; the customer is picked on the spot.", "In the evening press Take back with what came back; the difference is the van's day." ], "stepsAndroid": null, "stepsIos": null, "faq": [ { "q": "Is the van's stock still the shop's?", "a": "Yes. It sits on the van, shown beside the shop's stock, and comes back with the take-back." }, { "q": "Can the driver record the bill's location?", "a": "Yes, if the van's setting Record billing location is on." } ], "updated": "2026-09-26" }, { "slug": "make-a-sale", "url": "https://negobill.com/help/make-a-sale", "title": "Make a sale", "section": "Sales", "description": "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.", "keywords": [ "how to make a bill in NegoBill", "NegoBill new sale", "NegoBill billing screen", "NegoBill credit sale", "NegoBill tax invoice" ], "platforms": [ "web", "android", "ios" ], "needs": "Sale permission", "steps": [ "Open Sales → New sale. The cursor is in the product search.", "Scan a barcode, or type any word of the product name or the model it fits, and press Enter on the product. The line modal opens: quantity, price, batch if the store sells by batch, the model it is for. Enter adds the line.", "Repeat for every item. Fix a quantity or a price in the row itself.", "Pick the customer (type a name or phone in Customer) if the sale is on credit, needs a tax invoice, or you want it on their account. Walk-in sales need no customer.", "Press Proceed. Choose how it is paid: Cash, UPI, card, or Pay later for a credit sale. Enter the amount received; change is worked out.", "Choose the paper: receipt, A4 or half A4, Bill or Tax Invoice. Print, or Share the link on WhatsApp." ], "stepsAndroid": null, "stepsIos": null, "body": "## Tips\n\n- Enter is the fast path: search, Enter, quantity, Enter, next. A cashier bills without touching the mouse.\n- A quotation, estimate or proforma is made from the same screen (Pre Sale) and converted to a sale later.\n- Every sale remembers the counter, the cashier and the batches it took stock from.", "faq": [ { "q": "Can I print first and record the payment later?", "a": "Yes. A walk-in sale can be saved unpaid and the payment recorded from the sale preview when the money comes." }, { "q": "Can I give a discount?", "a": "Per line in the line modal, or an overall discount spread across the lines before Proceed." }, { "q": "How do I cancel or edit a sale?", "a": "Open the sale from Sales: Edit changes the lines and re-posts the books; Cancel reverses it. Returns are recorded against the sale." } ], "updated": "2026-09-26" }, { "slug": "open-a-job-card", "url": "https://negobill.com/help/open-a-job-card", "title": "Open a job card and bill from it", "section": "Job Cards", "description": "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.", "keywords": [ "NegoBill job card", "repair job card software", "NegoBill service job", "job card to invoice" ], "platforms": [ "web", "android", "ios" ], "needs": "Job Cards add-on; Job card permission", "steps": [ "Open Job Cards and press New. Pick the customer (add one on the spot if new).", "Choose the job type; fill its intake checklist (device, serial, problem, accessories received). Type the estimate.", "Take an advance if any; it is recorded as the customer's payment.", "As work proceeds, add tasks and parts, and move the status: received, in progress, ready, delivered.", "Press Bill from the card. The sale opens with the services and parts as lines; Proceed as for any sale. The advance is already deducted." ], "stepsAndroid": null, "stepsIos": null, "faq": [ { "q": "The repair cannot be done.", "a": "Close the card as cannot do or returned, and refund or keep the advance as agreed; the card records the outcome." }, { "q": "Can I print the job card for the customer?", "a": "Yes: A4 or receipt size, with the status and the estimate." } ], "updated": "2026-09-26" }, { "slug": "record-an-expense", "url": "https://negobill.com/help/record-an-expense", "title": "Record an expense", "section": "Money", "description": "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.", "keywords": [ "NegoBill expense entry", "how to add expense in NegoBill", "shop expenses app", "NegoBill daily expenses" ], "platforms": [ "web", "android", "ios" ], "needs": "Expense permission", "steps": [ "Press Expense in the top bar (or open Expenses).", "Pick the category (rent, electricity, salaries, tea… add your own), type the amount, choose the account the money left, add a note or the supplier.", "Save. The dashboard's Expenses total and the account balance update at once." ], "stepsAndroid": null, "stepsIos": null, "faq": [ { "q": "Can staff record expenses?", "a": "Yes, with the Expense permission; each entry names who recorded it." }, { "q": "Can I attach the bill photo?", "a": "Yes, a picture can be attached to an expense on the phone apps and the web." } ], "updated": "2026-09-26" }, { "slug": "send-a-proposal", "url": "https://negobill.com/help/send-a-proposal", "title": "Send a proposal with estimates and a payment schedule", "section": "Proposals", "description": "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.", "keywords": [ "NegoBill proposals", "proposal software India", "quotation with payment schedule", "NegoBill send proposal" ], "platforms": [ "web" ], "needs": "Proposals add-on; Proposal permission", "steps": [ "Open Proposals and press New; pick the customer.", "Write the letter, list the scope, add estimates (with alternatives if you offer them), the payment schedule and the terms.", "Press Send: a version is saved and a link is made for the customer.", "When they accept, press Accept: the version is frozen. Collect instalments as advances on the customer's account." ], "stepsAndroid": null, "stepsIos": null, "faq": [ { "q": "Can I change a proposal after sending?", "a": "Yes; the next Send makes a new version, and the customer's link shows the latest." } ], "updated": "2026-09-26" }, { "slug": "set-up-a-printer", "url": "https://negobill.com/help/set-up-a-printer", "title": "Set up a receipt or label printer on a Windows PC", "section": "Printing", "description": "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.", "keywords": [ "NegoBill printer setup", "NegoBill print utility", "thermal printer NegoBill", "NegoBill label printer", "NegoBill Windows printing" ], "platforms": [ "web" ], "needs": "A Windows PC with the printer connected by USB, network or Bluetooth", "steps": [ "In the web app, open Settings → Printers and press Download the print utility. Run the installer once; it stays in the tray and starts with Windows.", "Back in Settings → Printers, the utility lists the printers it found. Choose the receipt printer and its paper width (2-inch or 3-inch), and the label printer if you have one.", "Print a test from the same page.", "On the sale screen, Proceed → Print uses this PC's printer. Other PCs choose their own; the choice belongs to the PC, not the login." ], "stepsAndroid": null, "stepsIos": null, "faq": [ { "q": "My printer is not in the list.", "a": "Check the cable or the pairing, then press Refresh. A printer Windows already prints to appears under its Windows name and works through that." }, { "q": "Do I need the utility on every PC?", "a": "Yes, once per PC that prints. It updates itself." }, { "q": "What about printing from a phone?", "a": "Pair a Bluetooth receipt printer with the phone; the NegoBill app prints to it without the utility." }, { "q": "I use a Chromebook or a Mac.", "a": "No utility there: Settings → Printers shows Connect, and Chrome talks to the printer itself — Bluetooth or USB-serial on a Chromebook, USB too on a Mac. See 'Print from a Chromebook, Mac or Linux PC with NegoBill'." } ], "updated": "2026-09-26" }, { "slug": "start-a-project", "url": "https://negobill.com/help/start-a-project", "title": "Start a project and file work under it", "section": "Projects", "description": "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.", "keywords": [ "NegoBill projects", "project billing software", "track project expenses and bills", "NegoBill customer project" ], "platforms": [ "web" ], "needs": "Projects add-on (included in Pro); Project permission", "steps": [ "Open Projects and press New: choose the customer, name the project.", "On a sale, quotation, receipt or expense, choose the project in its Project field.", "Open the project any time: its documents, money in and out, and progress." ], "stepsAndroid": null, "stepsIos": null, "faq": [ { "q": "Can a project have two customers?", "a": "No. One customer per project; a second customer is a second project." } ], "updated": "2026-09-26" }, { "slug": "print-from-a-chromebook", "url": "https://negobill.com/help/print-from-a-chromebook", "title": "Print from a Chromebook, Mac or Linux PC with NegoBill", "section": "Printing", "description": "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.", "keywords": [ "NegoBill Chromebook printer", "NegoBill Chrome OS printing", "thermal printer Chromebook billing", "NegoBill Mac printer", "print bill from Chromebook" ], "platforms": [ "web" ], "needs": "Google Chrome on a Chromebook, Mac or Linux PC. For silent printing on a Chromebook: a Bluetooth 4.0 receipt printer or a Bluetooth label printer (Phomemo M110 family). A USB printer on a Chromebook prints through the Chrome OS print dialog. On a Mac or Linux: any USB, serial or Bluetooth LE receipt or label printer.", "steps": [ "Switch the Bluetooth printer on near the Chromebook. On a Mac or Linux PC, a USB printer works too.", "In the web app open Settings → Printers. The page reads 'Connect a printer to this Chromebook'. Press Connect Bluetooth printer (on a Mac or Linux PC, Connect printer for USB).", "Chrome shows its own small list of printers. Tick yours. This is the only time Chrome asks.", "Answer the four questions: a name, what it prints (bills, labels or both), its language (press 'Print a test in every language' and pick the readable strip if unsure), and the roll or label size.", "Press Test. From now on, Proceed → Print on the sale screen and Print labels on a product go straight to the printer with no dialog." ], "stepsAndroid": null, "stepsIos": null, "body": "A Chromebook cannot run the Windows print utility, and it does not need to. Google Chrome can talk to Bluetooth LE and serial printers directly, so NegoBill sends the bill to the printer itself, in the printer's own language. USB printers are the one exception on Chrome OS: the system keeps them for its own printing and does not let a website open them, so on a Chromebook a USB printer is set up in Chrome OS's Print and scan and prints through the print dialog. For silent, one-touch printing on a Chromebook, choose a Bluetooth printer. On a Mac or Linux PC, USB printers connect directly too.\n\nThe setup is the same four questions as on Windows. The one difference is the first step: instead of installing a file, you press Connect and tick the printer once in Chrome's list. After that, printing is silent and needs no dialog.\n\nThe same works in Chrome or Microsoft Edge on a Mac or a Linux PC. On Windows, keep using the NegoBill Print Utility, which also prints on plain-paper printers through their Windows driver.", "faq": [ { "q": "I have a USB printer on my Chromebook.", "a": "Chrome OS keeps USB printers for its own printing and does not let a website open them, so NegoBill prints to it through the print dialog. Add the printer in Chrome OS Settings → Print and scan → Printers (Chrome OS finds most and offers a driver). On the sale screen, open Print ▾ and choose the paper size under 'Plain paper · print dialog' once; every Print after that opens Chrome's dialog with that printer remembered, and you press Print. For silent printing, use a Bluetooth 4.0 printer." }, { "q": "Does the printer stay after a restart or another login?", "a": "Yes. Chrome remembers the permission for that printer on that Chromebook. A different Chromebook sets it up once too. If site data is cleared, press Add printer and tick it again; its settings return." }, { "q": "Can I use a printer on the shop network by IP address?", "a": "Not from a browser. Use it from a Windows PC with the NegoBill Print Utility, or connect it to the Chromebook by USB." }, { "q": "What about Bluetooth receipt printers?", "a": "Most Bluetooth receipt printers use classic Bluetooth, which a browser cannot reach. On a Chromebook, install the NegoBill Android app from the Play Store; it prints to them directly. Bluetooth label printers of the Phomemo M110 family work from the browser." }, { "q": "And A4 bills on a laser or inkjet printer?", "a": "Those print through the normal Chrome print dialog with the printer set up in Chrome OS." } ], "updated": "2026-09-26" }, { "slug": "add-stock", "url": "https://negobill.com/help/add-stock", "title": "Add stock to a product", "section": "Products & stock", "description": "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.", "keywords": [ "NegoBill add stock", "how to add stock in NegoBill", "NegoBill batch", "NegoBill opening stock" ], "platforms": [ "web", "android", "ios" ], "needs": "Stock permission", "steps": [ "Open the product (Products → search → the product) and press Add stock.", "Type the quantity in the primary unit and the buying price per unit.", "Optional: batch number, manufacturing and expiry dates, and this batch's own MRP or sale price if they differ.", "Save. The batch appears under the product with its quantity; the stock report values it at the buying price." ], "stepsAndroid": null, "stepsIos": null, "body": "## Tips\n\n- Sales take from the oldest batch with stock first unless the counter picks another.\n- A purchase from a supplier (Purchases → New) adds the batches for every line at once and records what you owe the supplier.", "faq": [ { "q": "How do I enter the stock I already have on day one?", "a": "Add stock on each product, or import an opening-stock sheet from Products → Import." }, { "q": "I counted wrong. How do I fix a batch?", "a": "Open the batch and Adjust it up or down with a reason; the books follow." } ], "updated": "2026-09-26" }, { "slug": "pay-a-supplier", "url": "https://negobill.com/help/pay-a-supplier", "title": "Pay a supplier (Paid cash)", "section": "Money", "description": "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.", "keywords": [ "NegoBill pay supplier", "NegoBill paid cash", "supplier payment voucher NegoBill", "NegoBill supplier dues" ], "platforms": [ "web" ], "needs": "Ledger settle permission; Plus or above", "steps": [ "Open Contacts, find the supplier, open them.", "Press Paid. Choose the payment method and type the amount.", "Leave the allocation on oldest first or tick the invoices it pays.", "Save. A payment voucher is numbered and the account shows what is still owed." ], "stepsAndroid": null, "stepsIos": null, "faq": [ { "q": "I paid an advance before any invoice.", "a": "Record it as Paid with no invoices; it sits as your credit with the supplier and settles the next invoice." }, { "q": "Wrong amount recorded.", "a": "Open the voucher in the Ledger and Void it; the invoices reopen exactly." } ], "updated": "2026-09-26" }, { "slug": "record-a-payment", "url": "https://negobill.com/help/record-a-payment", "title": "Record a payment from a customer (Received cash)", "section": "Sales", "description": "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.", "keywords": [ "NegoBill record payment", "NegoBill received cash", "how to settle customer due in NegoBill", "NegoBill receipt" ], "platforms": [ "web", "android", "ios" ], "needs": "Sale permission", "steps": [ "Open the customer in Contacts (or the sale in Sales) and press Received.", "Choose the payment method (Cash, UPI, bank, card) and type the amount.", "Leave the allocation on oldest first, or tick the bills it pays.", "Save. A receipt is numbered, the dues drop, and the money lands in the method's account." ], "stepsAndroid": null, "stepsIos": null, "faq": [ { "q": "The customer paid more than they owe.", "a": "The extra is kept as their credit (a cash document on their account) and settles their next bill, or is refunded." }, { "q": "I recorded a wrong payment.", "a": "Open the receipt in the Ledger and Void it. The bills it settled reopen exactly." } ], "updated": "2026-09-26" }, { "slug": "sale-report", "url": "https://negobill.com/help/sale-report", "title": "Sale report with profit", "section": "Reports", "description": "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.", "keywords": [ "NegoBill sale report", "profit report billing software", "daily sales report NegoBill", "NegoBill reports" ], "platforms": [ "web" ], "needs": "Report permission; Buying price & profit permission to see cost and profit", "steps": [ "Open Reports → Sales. It opens on today.", "Choose the period and, if you like, bills or tax invoices only, then press Generate.", "Read the totals: sold, GST, cost, profit, still due; and the list of sales beneath. Open any sale from its row." ], "stepsAndroid": null, "stepsIos": null, "faq": [ { "q": "How is profit computed?", "a": "Taxable value minus the cost of the batches the sale took, exactly as they were priced when bought; returns restock at that same cost." }, { "q": "Why does the report not build when I change the dates?", "a": "Reports build only when you press Generate, so a heavy report never runs by accident." } ], "updated": "2026-09-26" }, { "slug": "send-a-statement", "url": "https://negobill.com/help/send-a-statement", "title": "Send a customer their statement", "section": "Customers & suppliers", "description": "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.", "keywords": [ "NegoBill customer statement", "send ledger statement WhatsApp", "NegoBill dues reminder", "customer account statement app" ], "platforms": [ "web" ], "needs": "Ledger view permission; Plus or above", "steps": [ "Open Contacts and the customer.", "Press Statement and choose the period (this month, this year, or dates).", "The statement lists bills, payments, returns and the balance after each; the last line says what they owe today.", "Press Share to send it on WhatsApp, or Print." ], "stepsAndroid": null, "stepsIos": null, "faq": [ { "q": "Does it show debit and credit?", "a": "No. It says bought, paid, returned, and owes — words a customer accepts." }, { "q": "Can I send just the open bills?", "a": "The summary at the top lists the bills still open and their age." } ], "updated": "2026-09-26" }, { "slug": "staff-permissions", "url": "https://negobill.com/help/staff-permissions", "title": "Staff permissions: what each group opens and what to block", "section": "Staff & settings", "description": "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.", "keywords": [ "NegoBill permissions", "NegoBill staff access groups", "hide profit from staff NegoBill", "NegoBill block backdate" ], "platforms": [ "web" ], "needs": "Owner login", "steps": [], "stepsAndroid": null, "stepsIos": null, "body": "## The groups\n\n| Group | Opens |\n| --- | --- |\n| Sales | New sale, sale list, share, record payment, returns, pre-sales |\n| Products | Add and edit products, groups, labels; Add stock is its own key |\n| Contacts | Add and edit customers and suppliers, groups |\n| Ledger | Statements, Received / Paid cash, accounts |\n| Reports | Stock, product, service, GSTR-1, sale report |\n| Expenses, Purchases, Counters, Box Cash | Each its own screen |\n| Buying price & profit | See buying prices, profit and stock value — off by default |\n| Job Cards, Recharge, Projects, Proposals | Their add-on screens |\n\n## Blocks inside a group\n\nBackdate a sale · Void a sale · Void a receipt · Reset a recharge wallet · See buying price and profit. A block wins over the group.\n\n## Where\n\nSettings → Staff Access → the person → Permissions. Changes apply on their next action.", "faq": [ { "q": "What does a cashier need?", "a": "Sales only: make, list and share sales, record payments. No Products, no Reports." }, { "q": "What does a store manager need?", "a": "Sales, Products, Contacts, Purchases, Reports; and if you trust them with margins, Buying price & profit." }, { "q": "Can permissions differ per outlet?", "a": "A person can be limited to one store; their groups apply inside it." } ], "updated": "2026-09-26" }, { "slug": "add-an-outlet", "url": "https://negobill.com/help/add-an-outlet", "title": "Add an outlet (a second store)", "section": "Staff & settings", "description": "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.", "keywords": [ "NegoBill add outlet", "second branch NegoBill", "multi store billing software", "NegoBill outlets" ], "platforms": [ "web" ], "needs": "Owner login on Business or Pro", "steps": [ "Open Settings → Outlets and press Add outlet.", "Type the name, address and timezone; choose the billing profile it bills from: a new profile of its own (every outlet gets one, on every plan), or an existing one it shares. Business lets each outlet carry 2 more profiles, Pro 5.", "Save. The outlet appears in the store switcher at the top; open it to set its counters and printers.", "Send stock to it with a stock transfer; the outlet accepts it on its side.", "Add staff limited to that outlet in Settings → Staff Access." ], "stepsAndroid": null, "stepsIos": null, "faq": [ { "q": "Can the owner see everything?", "a": "Yes. The owner switches between stores from the top bar and sees the whole business in reports." }, { "q": "What does an extra outlet cost?", "a": "₹3,000 a year each on Business, ₹6,000 on Pro, beyond the included ones." } ], "updated": "2026-09-26" }, { "slug": "count-the-cash-box", "url": "https://negobill.com/help/count-the-cash-box", "title": "Count the cash box and record over or short", "section": "Money", "description": "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.", "keywords": [ "NegoBill box cash", "cash drawer count NegoBill", "cash over short billing software", "daily cash closing NegoBill" ], "platforms": [ "web" ], "needs": "Box Cash count permission", "steps": [ "Open Box Cash. Each cash box shows the opening amount, today's cash in, cash out, and the amount the books expect.", "Press Count on the box, type the notes and coins you have (or the total).", "Save. Over or short is shown as a number for the day; a correction, if you make one, is a separate entry with a reason." ], "stepsAndroid": null, "stepsIos": null, "faq": [ { "q": "Where does a counter's cash go at night?", "a": "Move it with Cash out from the drawer to the main cash box or the bank; Box Cash records both sides." }, { "q": "Does a count change the books?", "a": "No. A count is evidence. Only a correction you make on purpose posts an entry." } ], "updated": "2026-09-26" }, { "slug": "print-a-bill", "url": "https://negobill.com/help/print-a-bill", "title": "Print a bill", "section": "Sales", "description": "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.", "keywords": [ "NegoBill print bill", "how to print invoice in NegoBill", "NegoBill A4 invoice", "NegoBill receipt printer" ], "platforms": [ "web", "android", "ios" ], "needs": "A printer set up on this PC (Settings → Printers), or a paired Bluetooth printer on the phone", "steps": [ "Make the sale and press Proceed; take the payment or choose Pay later.", "On the paper step choose Bill Receipt or Tax Invoice, and the size: receipt, half A4 or A4.", "Press Print. The web app prints through the print utility to the printer chosen for this PC; the phone app prints to its Bluetooth printer.", "To print an older bill, open it from Sales and use Print in the preview." ], "stepsAndroid": null, "stepsIos": null, "faq": [ { "q": "Can I change the design of the invoice?", "a": "Settings → Print & Paper: templates and themes (themes from Plus), your logo and signature, what the header prints." }, { "q": "Can I print two bills on one A4 sheet?", "a": "Half A4 (from Plus) prints one bill on the top half; the sheet is fed again for the next." } ], "updated": "2026-09-26" }, { "slug": "record-a-purchase", "url": "https://negobill.com/help/record-a-purchase", "title": "Record a purchase from a supplier", "section": "Products & stock", "description": "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.", "keywords": [ "NegoBill purchase entry", "how to add purchase in NegoBill", "NegoBill supplier invoice", "NegoBill purchase stock" ], "platforms": [ "web" ], "needs": "Purchase permission; Plus or above", "steps": [ "Open Purchase (on the dashboard) and press New purchase.", "Pick the supplier (a contact with the supplier role; add one on the spot if missing). Type the supplier's invoice number and date.", "Add each line: the product, quantity, buying price per unit, GST, and if you like the batch number, MRP and expiry.", "Save. A batch per line joins the stock, and the supplier's account shows the amount owed.", "When you pay them, use Paid cash on the supplier's contact; the oldest invoices close first.", "To price the whole bill at cost plus a margin: open it on the Purchases board, press Set sale prices, type the margin percent, pick the rounding, press Set prices. Each product's new sale price is listed." ], "stepsAndroid": null, "stepsIos": null, "faq": [ { "q": "Do I have to enter every purchase?", "a": "No. Add stock on a product works without a purchase; purchases are for shops that want supplier dues and the buying side of the books." }, { "q": "Can I edit a purchase after saving?", "a": "No. A purchase moves stock and posts to the ledger, so it is voided (while nothing from it has sold and the supplier is unpaid) and entered again. Prices are the exception: Set sale prices on the bill reprices every product on it." }, { "q": "Can I record a purchase return?", "a": "Adjust the batch down with a reason and record the credit note with the supplier." } ], "updated": "2026-09-27" }, { "slug": "print-barcode-labels", "url": "https://negobill.com/help/print-barcode-labels", "title": "Print barcode labels", "section": "Products & stock", "description": "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.", "keywords": [ "NegoBill barcode label", "print barcode NegoBill", "barcode label printer NegoBill", "NegoBill generate barcode" ], "platforms": [ "web", "android", "ios" ], "needs": "A label printer set up on this PC (Settings → Printers) or an M110-type Bluetooth label printer paired with the phone", "steps": [ "Open the product. If it has no barcode, press Generate beside the Barcode / SKU box and Save.", "Press Print label. Pick the label size (built-in sizes or your own from Settings → Barcode Labels) and the number of labels.", "Print. Labels come out on the label printer chosen for this PC; on a phone, on the paired Bluetooth label printer." ], "stepsAndroid": null, "stepsIos": null, "faq": [ { "q": "What is on the label?", "a": "Name, price (MRP or sale price as you set), the barcode, and optionally the size, batch or date." }, { "q": "My labels are a different size.", "a": "Settings → Barcode Labels: add a custom size in millimetres; it appears in the size list." } ], "updated": "2026-09-26" }, { "slug": "share-a-bill-on-whatsapp", "url": "https://negobill.com/help/share-a-bill-on-whatsapp", "title": "Share a bill on WhatsApp", "section": "Sales", "description": "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.", "keywords": [ "NegoBill share bill WhatsApp", "send invoice on WhatsApp NegoBill", "NegoBill bill link" ], "platforms": [ "web", "android", "ios" ], "needs": "Share permission", "steps": [ "Open the sale (right after Proceed, or from Sales later).", "Press Share. NegoBill shows the link and the message text.", "Press WhatsApp to open the chat with the customer's number, or copy the link.", "The customer opens the bill in their browser; no app, no login." ], "stepsAndroid": null, "stepsIos": null, "faq": [ { "q": "How long does the link work?", "a": "As long as you set in Settings → Sales → Share link expiry: a number of days, or never." }, { "q": "What if I edit the bill after sharing?", "a": "Share again; the old link stops working and the new one shows the corrected bill." } ], "updated": "2026-09-26" }, { "slug": "import-products", "url": "https://negobill.com/help/import-products", "title": "Import products, customers, stock or balances from Excel", "section": "Products & stock", "description": "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.", "keywords": [ "NegoBill import products excel", "import customers NegoBill", "NegoBill opening stock import", "migrate to NegoBill from excel", "NegoBill CSV import" ], "platforms": [ "web" ], "needs": "Product or Contact permission; a CSV or Excel file with one row per item", "steps": [ "Open Products (or Contacts) and press Import.", "Upload the file. NegoBill reads the first row as headings and matches them to its columns; fix any it guessed wrong.", "Check the preview of the first rows, then press Import. Files are taken in chunks; a progress line shows where it is.", "The result lists rows that were refused and why (a missing name, a bad price); fix those in the file and import only them again." ], "stepsAndroid": null, "stepsIos": null, "faq": [ { "q": "What columns does a product need?", "a": "Name and sale price at least. Optional: barcode, MRP, unit, GST rate, HSN, group, buying price, the models it fits." }, { "q": "Can I import what customers already owe me?", "a": "Yes: opening balances, a row per customer with the amount; they become dues settled like any bill." }, { "q": "Can I import the stock I have on day one?", "a": "Yes: an opening-stock file with product, quantity, buying price and batch." } ], "updated": "2026-09-26" }, { "slug": "make-a-quotation", "url": "https://negobill.com/help/make-a-quotation", "title": "Make a quotation, estimate or proforma invoice", "section": "Sales", "description": "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.", "keywords": [ "NegoBill quotation", "how to make quotation in NegoBill", "NegoBill proforma invoice", "NegoBill estimate" ], "platforms": [ "web" ], "needs": "Sale permission", "steps": [ "Open Sales → New sale and pick the customer.", "Open the Pre Sale menu and choose New Quotation, New Estimation or New Proforma Invoice.", "Add the lines exactly as on a sale: search, Enter, quantity, price.", "Save. Print it or Share the link.", "When the customer agrees, open it under Pre Sales and press Convert to sale: the lines are carried over and stock and money move only now." ], "stepsAndroid": null, "stepsIos": null, "faq": [ { "q": "What is the difference between the three?", "a": "Only the title and the number series. A quotation is an offer, an estimate a likely cost, a proforma a bill in advance for a payment." }, { "q": "Can I copy lines from an old bill into a new one?", "a": "Yes. On the sale screen, Copy from lets you tick lines of an earlier sale or pre-sale." } ], "updated": "2026-09-26" }, { "slug": "use-presets", "url": "https://negobill.com/help/use-presets", "title": "Presets: add a saved list of products and services to a sale in one go", "section": "Sales", "description": "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.", "keywords": [ "NegoBill preset", "NegoBill bundle of items on a bill", "add many items at once NegoBill", "NegoBill package quotation", "NegoBill kit on an estimate" ], "platforms": [ "web" ], "needs": "Business plan or above; Presets permission group to make them, Sale permission to use them", "steps": [ "Open Stock → Presets and press New preset.", "Name it (for example Static Website or Full Car Service) and add each product and service from the two search boxes.", "Set the quantity, the unit and, if the price is always the same, a fixed price; leave the price blank to use the day's price. Save.", "On a sale, quotation, estimate or proforma, type a word of the preset's name in the item search and pick the row marked Preset, or press Preset in the foot of the search sheet and choose it.", "Every item is now its own line. Change a quantity or price, or remove a line the customer does not want, as for any other line." ], "stepsAndroid": null, "stepsIos": null, "faq": [ { "q": "Is a preset sold as one item with one price?", "a": "No. The customer sees and pays for the individual products and services. The preset only saves the searching." }, { "q": "If I change a preset later, do old quotations change?", "a": "No. A document keeps its own lines; the preset is used only at the moment its items are added." }, { "q": "Can a preset hold both products and services?", "a": "Yes. Products behave as products (stock, batches, MRP) and services as services once they are on the sale." } ], "updated": "2026-09-27" }, { "slug": "edit-or-cancel-a-sale", "url": "https://negobill.com/help/edit-or-cancel-a-sale", "title": "Edit, cancel or return a sale", "section": "Sales", "description": "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.", "keywords": [ "NegoBill edit sale", "cancel bill in NegoBill", "NegoBill sale return", "NegoBill refund" ], "platforms": [ "web" ], "needs": "Sale edit, void or return permission as the case may be", "steps": [ "Open Sales, find the sale (by number, customer, day or item) and open it.", "To change lines or the customer, press Edit, make the change, Save. Stock and the books are corrected to the new lines.", "To cancel the whole sale, press Cancel and give the reason. The sale stays visible, marked cancelled, and its stock returns.", "To take back some items, press Return, tick the items and quantities, choose refund by cash or keep as the customer's credit." ], "stepsAndroid": null, "stepsIos": null, "faq": [ { "q": "Can I change the date of a sale?", "a": "Yes, to any past day of this or the previous financial year, with the backdate permission (owners always have it)." }, { "q": "What happens to a payment on a cancelled sale?", "a": "The receipt stays; the money becomes the customer's credit, refunded or used on the next bill." } ], "updated": "2026-09-26" }, { "slug": "transfer-stock", "url": "https://negobill.com/help/transfer-stock", "title": "Transfer stock between stores", "section": "Products & stock", "description": "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.", "keywords": [ "NegoBill stock transfer", "move stock between branches NegoBill", "outlet stock transfer software" ], "platforms": [ "web" ], "needs": "Stock transfer permission; Business or Pro", "steps": [ "Open Stock Transfers and press New transfer.", "Choose the destination store. Add products; the batches with stock at the source are listed with what is available.", "Save and send. The transfer shows as sent.", "At the receiving store, open the transfer and press Accept. Its batches now sit at that store at the same buying price." ], "stepsAndroid": null, "stepsIos": null, "faq": [ { "q": "What if fewer pieces arrive?", "a": "Accept the quantity that arrived; the difference stays with the sender to resolve." } ], "updated": "2026-09-26" } ] }