User Guide BestWay GST Invoice App

BestWay GST Invoice App

The simplest, fastest way to manage your GST billing. create beautiful invoices, track payments, and manage your business with ease.

v2.0.0 Windows

Getting Started

Welcome to your new invoicing solution. Here is how to get up and running quickly.

Installation

  1. Download the installer (Setup.exe).
  2. Double-click the file to run the installation.
  3. The app will launch automatically once installed.
Note: If you see a "Windows protected your PC" popup (SmartScreen), click More Info and then Run Anyway. This happens because we are a new publisher.

Initial Setup

Before creating your first invoice, you should configure your company details.

  • Company Profile: Go to Settings to add your Name, Address, GSTIN, and Bank Details.
  • Logo & Branding: Upload your Company Logo and Signature to professionalize your invoices.

Document Types

The app supports multiple document types for different business scenarios:

Type Description
Invoice Standard GST tax invoice for B2B/B2C transactions
Bill of Supply For exempt or nil-rated goods (no GST charged)
Delivery Challan For goods transport without immediate sale
Quotation Price estimates before order confirmation
Proforma Invoice Draft invoice before final confirmation
Credit Note For returns, refunds, or price adjustments
Debit Note For additional charges or corrections

Dashboard

Your command center. Get a quick overview of your business performance at a glance.

Overview

Today's Invoices

5

Today's Revenue

₹ 25,000

Pending Amount

₹ 5,000

Invoices

The core of the application. Create, manage, and print GST compliant invoices.

Filtering Invoices

Use the filter bar to quickly find specific invoices:

  • Date Range: Filter by From Date and To Date
  • Document Type: Show only specific document types (Invoice, Bill of Supply, etc.)
  • Payment Status: Filter by Unpaid, Partially Paid, or Paid
  • Search: Search by customer name or invoice number
Invoices
Invoice # Customer Date Amount Status Action
INV-001 Murugan Textiles Dec 01, 2024 ₹ 12,500 Paid
INV-002 Saravana Traders Dec 05, 2024 ₹ 8,450 Pending

Customers

Manage your client database. Store detailed information for quick invoicing.

Add Customer
  • GSTIN Validation: The app ensures GSTIN format is correct (15 chars).
  • Place of Supply: Automatically detected from the State code in GSTIN.

Items

Maintain a catalog of your products and services. Pre-fill HSN codes and Tax rates to speed up billing.

Add Item
Note: Ensure you enter the correct HSN/SAC code as per GST regulations.

Archive

View and manage deactivated invoices. You can restore them to the main list or permanently delete them.

Archive
Invoice # Date Customer Amount Actions
INV-003 Nov 28, 2024 XYZ Logistics ₹ 5,000

Export

Export your invoices and financial data to Excel for accounting or analysis.

Export Filters

Customize your export using these filters:

  • Date Range: Select From Date and To Date to export data within a specific period.
  • Document Type: Export only specific types (Invoice, Bill of Supply, Quotation, etc.).
  • Payment Status: Filter by Unpaid, Partially Paid, or Paid invoices.

Steps to Export

  1. Set your desired Date Range (From Date and To Date).
  2. Optionally select a Document Type and Payment Status.
  3. Click Export to Excel.
  4. Choose a location on your computer to save the .xlsx file.

Settings

Configure your company profile and app preferences.

  • Company Profile: Logo, Name, Address, GSTIN, Bank Details.
  • Theme: Toggle between Light and Dark mode.
  • Data Management: Backup and Restore options.

Workflow: Creating an Invoice

Creating professional invoices is the main function of this app. Follow these steps:

  1. Navigate to "Invoices": Click on the Invoices tab in the sidebar.
  2. Start New Invoice: Click the + New Invoice button at the top right.
  3. Select Customer:
    • Use the dropdown to find an existing customer.
    • Or click + to add a new customer instantly.
  4. Add Items:
    • Select a product from the list.
    • Enter the Quantity and Rate.
    • The Taxable Value and GST Amount are calculated automatically based on the product's tax rate.
  5. Review Totals: Check the "Total Amount" card at the bottom right.
  6. Save: Click Save Invoice. You will be redirected to the list view.

Workflow: Adding a Customer

You can add customers from the Customers page or directly while creating an invoice.

  1. Go to Customers > Add Customer.
  2. Enter the Firm Name (Required).
  3. Enter the GSTIN.
    • The app will validate the format (e.g. 33ABCDE1234F1Z5).
    • The State is auto-selected based on the first 2 digits (e.g., '33' for Tamil Nadu).
  4. Fill in the Address, Email, and Phone for your records.
  5. Click Save Changes.

Workflow: Bulk Import Customers

Easily import your existing customer list using a CSV file.

  1. Navigate to the Customers page.
  2. Click on the Import button in the header actions.
  3. Click Download Template to get the correct CSV format.
  4. Fill your data into the CSV file. Do not change the header names.
  5. Click Select File and choose your prepared CSV.
  6. The app will process the file and report any errors (e.g., duplicate GSTINs).
Note: You can also Bulk Import Items from the Products & Services page using the same process.

Workflow: Printing & PDF Details

We believe in "What You See Is What You Get". The print layout is optimized for A4 paper.

  • Print: Opens the system print dialog. Ensure "Background Graphics" is enabled in your printer settings if you want colors to appear.
  • PDF: Use the "Save as PDF" option in the print dialog to generate a digital copy.
Header & Footer: The printout automatically includes your Company Logo (top left), Company Details (top right), and Authorized Signatory/Scale (bottom right).

Workflow: Backup & Restore

Keep your data safe. We recommend taking regular backups.

  1. Go to Settings.
  2. Scroll down to "Data Management".
  3. Click on Backup Data.
  4. Select a secure location (e.g., Google Drive, external hard disk) and save the `.json` or `.db` file.
  5. To restore, use the Restore Data button.
Warning: Restoring data will permanently replace all current data in the application with the backup file. This action cannot be undone.

Frequently Asked Questions

Where is my data stored?

All data is stored locally on your device in an encrypted database file. We do not have access to your invoices or client data. This ensures maximum privacy.

Can I change my company logo?

Yes. Go to Settings > Company Profile. Click the "Upload Logo" button. Supported formats are PNG and JPG.

Is internet required?

No. The app is designed to work completely offline. Internet is only required for:

  • Checking for software updates.

Support

Need help? Reach out to us.

Email: support@bestwaysolution.in