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Sale — last 7 days
Recent Transactions
Alerts
Parties
Transactions
Items
Batch / Stock Details
Sale Invoices
Estimate / Quotation
Delivery Challan
Payment-In (Receipts)
🕐 Suspense — unclear payments parked by the bot (classify them)
Unpaid / Part-paid Invoices
Sale Return / Credit Note
Purchase Bills (Entry in Stock)
Purchase Return / Debit Note
Cash & Bank
🧾 Cheques pending clearance (noted by bot)
Money Movement
Reports
Import / Export
Upload any Excel/CSV from your old software — then match its columns to our fields. No fixed format needed.
Customers & suppliers with GSTIN, WhatsApp, address — mapped from your file's columns.
Bring pending/past invoices from any billing software so ledgers & outstanding start correct.
Export "Day Book / Masters" from Tally as XML and upload here — parties, ledgers & vouchers come in automatically.
WhatsApp Linking
Link the store's WhatsApp
Open WhatsApp on the store phone → Linked Devices → Link a device → scan this QR. After that, every invoice, challan and payment reminder goes to customers from your own number.
Auto-sent from this number
Per-company number — each company links its own WhatsApp. Toggles apply per company.
🏦 Bank Accounts (bot matches payment screenshots to these)
🤖 Accounting Bot — Case Rules
Create a WhatsApp group named exactly "Accounting Bot" and add the linked number. The bot reads that group only, proposes an entry, and books it when someone replies 1 (entries above ₹50,000 need the admin phone to confirm). Edit or add cases below — the bot follows these rules.
Invoice Format
GSTIN — · Address line, City
TAX INVOICE
INV-2526-0001(date)
| # | Item | Batch | Exp | Qty | Rate | GST | Amount |
|---|---|---|---|---|---|---|---|
| 1 | Sample Item A | B001 | 03/28 | 2 | 1,000.00 | 12% | 2,000.00 |
| 2 | Sample Item B | B002 | 11/27 | 4 | 500.00 | 12% | 2,000.00 |
Grand Total ₹4,480.00
Goods once sold will not be taken back…
Licenses & Stores (Superadmin)
All Licenses
| License Key | Store / Company | Admin Login | Seats | Expires | Last Sync | Status | Actions |
|---|---|---|---|---|---|---|---|
| MS-PRO-0001 | 1 Stop Hospital | 1stopadmin | 1 admin + 1 agent | 31 Mar 2027 | — | Active | |
| MS-PRO-0002 | Creative | Creativeadmin | 1 admin + 2 agents | 31 Mar 2027 | — | Active |
Device rule enforced per seat: one login = one PC; store locks if no internet sync for 24 h.
License & Users
Your Licenses (bought from Superadmin)
| License Key | Company | Plan | Seats | Expires | Status |
|---|
🔒 Device rules: one agent = one login = one PC. Logging in on a second PC logs out the first. App must reach the internet at least once every 24 hours — otherwise it locks until it syncs with the license server.
Activity Log — who did what
| When | User | Action |
|---|
Users (Admin → Agents)
| User | Role | Rights |
|---|