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Billing guides

How to use Billing

Billing is the quick way to make bills and take money, at a counter or on a phone. You do not keep a second set of books: when you save, Smart Books makes the entry and works out the GST, and items and stock come from Inventory.

Open Billing About Billing

Start here

New to Billing? Do these in order.

  1. Get started: answer five quick questions 4 steps
  2. Make a sales bill with GST 6 steps
  3. Record money you received from a customer 5 steps
  4. Follow up on money customers owe you 5 steps

Get set up

Do these once, when you start.

Get started: answer five quick questions Tell Billing what kind of business you run, and it shows only the screens you need. 4 steps Add and find your customers and suppliers Your customers and suppliers live in Smart Books. Billing shows them in Parties with what each one owes. 5 steps Check your items, prices and stock See every item you can bill, with its rate, HSN code and how much is in stock. 4 steps

Daily work

The jobs you do every day or every week.

Make a sales bill with GST Pick the customer, add items by search or barcode, take payment if they pay now, and save — Smart Books adds the GST. 6 steps Print, download or share a bill Give your customer their invoice — printed, as a PDF, or on WhatsApp or email. 4 steps Generate an e-Invoice and e-Way Bill From a saved bill, generate the e-Invoice, the e-Way Bill, or both in one go. 4 steps Record money you received from a customer Note a payment, match it to the customer’s open bills, and attach proof if you have it. 5 steps Record a purchase bill or an expense Enter what you bought from a supplier, or a day-to-day expense, and how you paid for it. 5 steps Give a credit note for a return or price change When a customer returns goods or a price was wrong, reduce what they owe with a credit note. 4 steps Deposit cash, withdraw cash or move money between banks Record the money you move between your till and your bank accounts. 3 steps Follow up on money customers owe you See every unpaid bill by how overdue it is, draft a reminder, and record the payment when it comes. 5 steps

Work with your team

Bring in colleagues and your accountant.

Decide who can do what in Billing Give a counter biller, an accountant or a manager just the screens they need, with Billing profiles. 4 steps

Reports

See where your business stands.

Close your day with dashboards and reports See today’s sales and collections, run the day-close checklist, and open live reports. 4 steps

Good to know

  • An AICOUNTLY account and a company. Your company is shared with Smart Books, where every bill is posted. See the guides
  • If you sell goods, your items and stock are kept in Inventory. See the guides

Works with

Still stuck?

Ask the community, or tell our support team what you were trying to do.

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