The BillClap dashboard is designed to provide you with an intuitive and efficient way to manage your business operations. Here’s a comprehensive guide to help you navigate through the dashboard and make the most out of its features.
1. Accessing the Dashboard
Web Application: Log in to the BillClap web application using your Indian mobile number and OTP.
Mobile Application: Open the BillClap mobile app, log in using your mobile number and OTP, and you will be directed to the dashboard.
2. Main Dashboard Overview
The main dashboard provides a snapshot of your business performance, including key metrics and trends. Here are the primary sections you'll find:
Business Overview: Displays total sales, total purchases, total expenses, total amount receivable, total amount payable, total money received, and total money paid. This gives you a quick view of your financial health.
Monthly Growth: Shows net income, sales, orders, expenses, and purchases for the month, along with percentage changes from the previous month. This helps you track your business growth over time.
3. Navigating the Sidebar Menu
The sidebar menu on the left side of the screen contains various sections that you can access:
Dashboard: Returns you to the main dashboard view.
Parties: Manage your customers and vendors. You can add new customers or vendors, export data, and bulk add entries.
Subsections: Customers, Vendors
Product: Manage your products and inventory. You can add new products, update stock levels, and set alerts for low stock.
Subsections: Products, Inventory
Sales: View and manage sales transactions, tax invoices, quotations, proforma invoices, credit notes, and delivery challans.
Invoicing: Create and manage invoices, customize invoice templates, and set invoicing preferences.
Payment: Manage payments received and due. Track payment statuses and update payment records.
POS (Point of Sale): Access the POS system for managing in-store sales and transactions.
Digital Dukan: Set up and manage your digital storefront, including integration with payment and shipping partners.
Purchases: Record and manage purchase bills and debit notes.
Subsections: Purchase Bill, Debit Note
Expenses: Track and record business expenses.
Udhaar Khata: Manage credit and debt records for your business.
Reports: Generate various business reports, including financial, inventory, and sales reports.
Pricing: Access pricing plans and subscription details.
Settings: Customize your account settings, including user profile, company details, bank details, themes, signature/logo, auto reminders, user roles, notes & terms, support, and KYC.
4. Detailed Sections
Here are some important sections in detail:
Parties Section:
Customers: View a list of all customers, their mobile numbers, states, and closing balances. Actions available include viewing details, editing information, and deleting entries.
Vendors: Similar to the Customers tab, but for your suppliers.
Product Section:
Products: Add new products, manage existing ones, and update stock levels.
Inventory: Monitor stock levels, set low stock alerts, and manage inventory records.
Sales Section:
Tax Invoice: View and manage all tax invoices, their statuses, payment modes, and amounts. Actions include viewing invoice details, editing, and managing payments.
Quotation/Proforma: Create and manage quotations and proforma invoices.
Credit Note: Manage credit notes issued to customers.
Delivery Challan: Track delivery challans for shipments.
5. Customizing Your Dashboard
You can customize your BillClap dashboard to better suit your business needs. This includes setting preferences for displaying key metrics, choosing themes, and customizing invoice templates.
6. Accessing Support
If you need assistance while navigating the dashboard, you can access the support section from the sidebar. Here, you can find help articles, contact customer support, and access training resources.
By understanding and utilizing these sections effectively, you can streamline your business operations and make informed decisions using the BillClap dashboard. If you have any questions or need further assistance, please visit our Help Center or contact our customer support team.
