Help Centre — BillAcco -->
HELP CENTRE

How to use BillAcco

Step-by-step guides for every part of the system. Easy to read, easy to follow.

Getting Started
Login & Registration Dashboard
Sales
Invoices Delivery Challans Payments Credit Notes
Purchase
Purchase Challans Purchase Invoices
Expenses
Expenses
Master Data
Parties Products Categories
Account
My Business Business Settings

Login & Registration

How to create your account and login to BillAcco.

Create a New Account

  1. Open billacco.com in your browser.
  2. Click the Start Free Trial button on the home page.
  3. Enter your 10-digit mobile number and click Continue.
  4. You will receive an OTP on your mobile. Enter it and click Verify.
  5. Fill in your Name and create a Password. Click Create Account.
  6. You will be taken to the Business Setup page. Fill in your business details and click Save.
  7. Your account is ready! You will land on the Dashboard.
Tip: Your free trial is 7 days. No credit card is needed to start.

Login to Your Account

  1. Open billacco.com and click Sign In.
  2. Enter your registered mobile number and password.
  3. Click Sign In. You will go to the Dashboard.

Forgot Password

  1. On the login page, click Forgot Password?
  2. Enter your registered email address and click Send Reset Link.
  3. Open your email and click the reset link. Set your new password.

Dashboard

The Dashboard is the first page you see after login. It shows a quick summary of your business.

What you can see on the Dashboard

  1. Sales This Month — Total amount of invoices created this month.
  2. Outstanding — Total amount your customers still need to pay you.
  3. Invoices This Month — How many invoices you made this month.
  4. Expenses This Month — Total business expenses recorded this month.
  5. Sales vs Expenses Chart — A graph showing your sales and expenses for the last 6 months.
  6. Recent Invoices — Your last few invoices with their status.
Tip: Click View All next to Recent Invoices to see all your invoices.

Invoices

Create GST invoices for your customers. You can print them, share on WhatsApp or email them directly.

View All Invoices

  1. Click on Invoices in the left menu under TRANSACTIONS.
  2. You will see a list of all your invoices with their number, customer name, date, amount and status.
  3. Use the Search box to find a specific invoice.

Create a New Invoice

  1. Go to Invoices from the left menu.
  2. Click the + Create Invoice button on the top right.
  3. Select the Customer (Party) from the dropdown. If the customer is not in the list, you can type their name and add them.
  4. The Invoice Date will be set to today. You can change it if needed.
  5. Click Add Item to add products. Select the product, enter the quantity and price.
  6. Add more items by clicking Add Item again.
  7. Check the Total Amount at the bottom. GST will be calculated automatically.
  8. Add any Notes or Terms if needed (these will appear on the invoice).
  9. Click Save Invoice to save it as a Draft. Or click Save & Send to mark it as Sent.
Tip: A Draft invoice is saved but not sent to the customer yet. You can edit it anytime.

Edit an Invoice

  1. Go to Invoices from the left menu.
  2. Find the invoice you want to edit.
  3. Click the Edit (pencil) button on that invoice row.
  4. Make your changes and click Save Invoice.
Note: You can only edit invoices that are in Draft or Sent status. Paid invoices cannot be edited.

Download or Share an Invoice

  1. Go to Invoices and click on the invoice you want to share.
  2. Click Download PDF to save the invoice as a PDF file.
  3. Click Share on WhatsApp to send it directly to your customer on WhatsApp.
  4. Click Send Email to email the invoice to your customer.

Record a Payment Against an Invoice

  1. Open the invoice you received payment for.
  2. Click Record Payment button.
  3. Enter the Amount Received, Payment Date and Payment Mode (Cash, UPI, Cheque, etc.).
  4. Click Save Payment. The invoice status will change to Paid or Partial.

Delete an Invoice

  1. Go to Invoices from the left menu.
  2. Find the invoice you want to delete.
  3. Click the Delete (trash) button on that invoice row.
  4. Confirm by clicking Yes, Delete.
Note: Deleted invoices cannot be recovered. Make sure before deleting.

Delivery Challans

A Delivery Challan is a document you send with goods before the final invoice is made. You can convert a challan to an invoice later.

View All Challans

  1. Click on Delivery Challans in the left menu under TRANSACTIONS.
  2. You will see a list of all delivery challans.

Create a New Challan

  1. Go to Delivery Challans from the left menu.
  2. Click + Add Challan on the top right.
  3. Select the Customer (Party) from the dropdown.
  4. Enter the Challan Date and Challan Number (auto-filled).
  5. Click Add Item and select the products you are delivering.
  6. Enter the Quantity for each item.
  7. Click Save Challan.

Convert a Challan to Invoice

  1. Go to Delivery Challans from the left menu.
  2. Find the challan you want to convert.
  3. Click the Convert to Invoice button on that challan.
  4. Check the invoice details and click Save Invoice.
Tip: You can also select multiple challans and convert them all into one single invoice.

Edit or Delete a Challan

  1. Go to Delivery Challans from the left menu.
  2. Click the Edit button to change the challan details.
  3. Click the Delete button to remove the challan.

Payments

Record payments received from your customers. Payments reduce the outstanding balance on invoices.

View All Payments

  1. Click on Payments in the left menu under TRANSACTIONS.
  2. You will see all payments received with date, customer name, amount and payment mode.

Record a New Payment

  1. Go to Payments from the left menu.
  2. Click + Add Payment on the top right.
  3. Select the Customer (Party) who made the payment.
  4. Enter the Amount received.
  5. Select the Payment Mode — Cash, UPI, Cheque, NEFT, RTGS, etc.
  6. Select the Payment Date.
  7. You can link this payment to a specific invoice or leave it as a general payment.
  8. Click Save Payment.
Tip: If you record a payment against an invoice, the invoice status will automatically change to Paid or Partial.

Credit Notes

A Credit Note is given to a customer when they return goods or when you need to reduce their invoice amount.

View All Credit Notes

  1. Click on Credit Notes in the left menu under TRANSACTIONS.
  2. You will see all credit notes you have issued.

Create a New Credit Note

  1. Go to Credit Notes from the left menu.
  2. Click + Create Credit Note.
  3. Select the Customer (Party).
  4. Select the Original Invoice this credit note is for.
  5. Add the items being returned. Enter the quantity and amount.
  6. The GST will be calculated automatically.
  7. Click Save Credit Note.
Tip: The credit note will reduce the customer's outstanding balance automatically.

Expenses

Record all your business expenses like rent, electricity, transport, staff salary, etc. This helps you see your profit clearly.

View All Expenses

  1. Click on Expenses in the left menu under TRANSACTIONS.
  2. You will see all expenses recorded with date, category and amount.

Add a New Expense

  1. Go to Expenses from the left menu.
  2. Click + Add Expense.
  3. Select the Expense Category (e.g. Rent, Transport, Office Supplies).
  4. Enter the Amount and the Date.
  5. Select the Payment Mode — Cash, UPI, etc.
  6. Add a Note to describe the expense (optional but recommended).
  7. Click Save Expense.

Edit or Delete an Expense

  1. Go to Expenses and find the expense.
  2. Click Edit to change the details, or Delete to remove it.

Purchase Challans

Record goods received from your suppliers before the purchase invoice arrives. You can convert a purchase challan into a purchase invoice later.

Enable Purchase Module

  1. Go to Business Settings from the left menu.
  2. Click the Modules tab.
  3. Turn ON the Purchase Module toggle.
  4. Click Save Changes. The Purchase menu will now appear in the left sidebar.

Create a Purchase Challan

  1. Click on Purchase Challans in the left menu under PURCHASE.
  2. Click + Add Purchase Challan.
  3. Select the Supplier (Party) from the dropdown.
  4. Enter the Date goods were received.
  5. Click Add Item and select the products received. Enter quantities.
  6. Click Save Challan.

Convert to Purchase Invoice

  1. Find the purchase challan from the list.
  2. Click Convert to Purchase Invoice.
  3. Check the details, add the supplier's invoice number and click Save.

Purchase Invoices

Record invoices you receive from your suppliers for goods or services you have purchased.

View All Purchase Invoices

  1. Click on Purchase Invoices in the left menu under PURCHASE.
  2. You will see all purchase invoices from your suppliers.

Add a Purchase Invoice

  1. Go to Purchase Invoices from the left menu.
  2. Click + Add Purchase Invoice.
  3. Select the Supplier (Party).
  4. Enter the Supplier's Invoice Number and Invoice Date.
  5. Click Add Item and enter the products and quantities purchased.
  6. Click Save Purchase Invoice.
Tip: Recording purchase invoices helps you track your stock automatically and know your total purchase cost.

Parties (Customers & Suppliers)

Parties are your customers and suppliers. Add them once and use them in invoices, challans and payments.

View All Parties

  1. Click on Parties in the left menu under MASTER DATA.
  2. You will see all your customers and suppliers with their outstanding balance.

Add a New Party

  1. Go to Parties from the left menu.
  2. Click + Add Party.
  3. Enter the Party Name (customer or supplier name).
  4. Select the Type — Customer, Supplier, or Both.
  5. Enter their Mobile Number, Email, GSTIN and Address (all optional but helpful).
  6. If this party has an opening balance (old dues), enter the Opening Balance and select whether they owe you or you owe them.
  7. Click Save Party.

View Party Ledger (Statement)

  1. Go to Parties and click on the party name.
  2. You will see all transactions with this party — invoices, payments, credit notes.
  3. The Balance shows how much they owe you or how much you owe them.

Edit or Delete a Party

  1. Go to Parties and find the party.
  2. Click Edit to update their details, or Delete to remove them.
Note: You cannot delete a party who has invoices or transactions linked to them.

Products & Stock

Add your products or services. Once added, you can quickly select them while creating invoices. Stock levels update automatically.

View All Products

  1. Click on Products in the left menu under MASTER DATA.
  2. You will see all products with their current stock quantity and selling price.

Add a New Product

  1. Go to Products from the left menu.
  2. Click + Add Product.
  3. Enter the Product Name.
  4. Select the Category (optional).
  5. Enter the Selling Price and Purchase Price.
  6. Select the GST Rate for this product (0%, 5%, 12%, 18%, 28%).
  7. Enter the HSN/SAC Code if you know it (optional).
  8. Enter the Unit — Kg, Pcs, Litre, Box, etc.
  9. Enter the Opening Stock quantity you currently have.
  10. Click Save Product.
Tip: For services (like transport or labour), select Type: Service. Services do not track stock.

Edit or Delete a Product

  1. Go to Products and find the product.
  2. Click Edit to update price, stock or other details.
  3. Click Delete to remove the product.

Product & Expense Categories

Categories help you organise your products and expenses into groups for easier searching and better reports.

Add a Product Category

  1. Click on Product Categories in the left menu under MASTER DATA.
  2. Click + Add Category.
  3. Enter the Category Name (e.g. Electronics, Clothing, Food Items).
  4. Click Save.

Add an Expense Category

  1. Click on Expense Categories in the left menu under MASTER DATA.
  2. Click + Add Category.
  3. Enter the Category Name (e.g. Rent, Transport, Salaries, Utilities).
  4. Click Save.

My Business

Manage your registered businesses. You can have multiple businesses under one account and switch between them easily.

View My Businesses

  1. Click on My Businesses in the left menu under BUSINESS.
  2. You will see all businesses linked to your account.

Add a New Business

  1. Go to My Businesses from the left menu.
  2. Click + Add Business.
  3. Fill in your Business Name, Type, GSTIN, PAN, Address and Phone Number.
  4. Click Save Business.

Switch Between Businesses

  1. Click on the Business Name shown at the top of the screen (next to the menu icon).
  2. A dropdown will show all your businesses.
  3. Click the business you want to switch to.
Tip: All data (invoices, payments, stock) is separate for each business.

Business Settings

Customise how your invoices look and how the system works for your business.

Open Business Settings

  1. Click on Business Settings in the left menu under BUSINESS.
  2. You will see different tabs — Invoice Numbering, Stock & Tax, Bank Details, Invoice Defaults, Modules.

Invoice Numbering

  1. Click the Invoice Numbering tab.
  2. Change the Invoice Prefix — e.g. change INV to ABC so invoices show as ABC-001.
  3. Change the Challan Prefix and Payment Prefix in the same way.
  4. Click Save Changes.

Bank Details (Shown on PDF)

  1. Click the Bank Details tab.
  2. Enter your Bank Name, Account Number, IFSC Code, Branch and UPI ID.
  3. Click Save Changes.
  4. These details will appear at the bottom of all your PDF invoices so customers can pay you easily.

Stock & Tax Defaults

  1. Click the Stock & Tax tab.
  2. Turn ON Auto Deduct Stock if you want stock to reduce automatically when you make a sale invoice.
  3. Set your Default Tax Rate for new invoices.
  4. Set your Default Payment Mode (Cash, UPI, etc.).
  5. Set Default Due Days — how many days after invoice date the payment is due.
  6. Click Save Changes.

Invoice Notes & Terms

  1. Click the Invoice Defaults tab.
  2. Add your Default Notes — these appear at the bottom of every invoice (e.g. "Thank you for your business!").
  3. Add Terms & Conditions — e.g. "Payment due within 30 days. Goods once sold will not be returned."
  4. Click Save Changes.

Still Need Help?

Our support team is always ready to help you. Reach out to us anytime.

Visit Help Centre → WhatsApp Support Email Us