Frequently Asked Questions
Everything you need to know about BillYantra. Can't find an answer? Contact us.
🚀 Getting Started
Yes! Our free plan is genuinely free — not a trial. You can create invoices, record purchases, manage stock, and use all core accounting features at no cost. We offer paid plans for businesses that need higher limits or advanced features. See our Pricing page for details.
No installation required. BillYantra is fully cloud-based and works in any modern web browser — Chrome, Firefox, Safari, or Edge. It works on desktop, tablet, and mobile without downloading an app.
Most users issue their first GST invoice within 5 minutes of signing up. You just need your company name, GSTIN, and state code to get started. You can add products and customers before creating invoices or just type them in manually.
No. BillYantra is designed for business owners, not accountants. Simple forms guide you through every entry. For advanced features like journal entries, a basic understanding of debit/credit helps, but the software validates entries and shows helpful hints.
You can manually add your customers, vendors, and products. Data import via CSV is on our roadmap. For opening stock, you can set it directly in the product settings.
🧾 GST Invoicing
Yes. BillYantra's built-in GST engine automatically applies CGST + SGST for intra-state transactions (when your company state code matches the buyer's place of supply) or IGST for inter-state transactions. You just set the GST rate on each item.
Absolutely. Each line item in an invoice can have its own GST rate — 0%, 5%, 12%, 18%, or 28%. This is useful for invoices that contain a mix of goods and services with different tax rates.
Yes. You can assign HSN codes (for goods) and SAC codes (for services) to each product in your catalog. These codes appear on invoices as required by GST law.
Yes. For B2B customers, you can add their GSTIN and the system uses their place of supply for tax calculation. For B2C customers (without GSTIN), you select their state manually.
Yes. Every invoice can be exported as a professional PDF that includes your company name, GSTIN, logo, address, bank details, itemized GST breakdown, and total in words. You can download or share the PDF link directly with your customer.
🛒 Purchase & Vendors
Yes. The Purchase module lets you record complete vendor bills with line items, GST rates, and due dates. When you mark a purchase as "received", the inventory is automatically updated for tracked products.
A Credit Note is issued when a customer returns goods or when you need to reverse/reduce a sales invoice. It reduces your accounts receivable and (if approved) puts the returned goods back into stock.
A Debit Note is issued when you return goods to a vendor or when a vendor overcharged you. It reduces your accounts payable and (if approved) deducts the returned items from your stock.
Yes. Each vendor has a running balance. Purchase bills increase your payable; payments reduce it. You can see outstanding amounts directly from the vendor's profile.
📦 Stock & Inventory
Yes, for products with "Track Inventory" enabled. When you receive a purchase, approve a credit note (goods returned by customer), or record a debit note (goods returned to vendor), the stock is updated automatically. You can also do manual adjustments.
Set a "Reorder Level" for any product. When current stock falls at or below this level, the product shows a "Low Stock" badge in the Inventory section and appears highlighted in red.
Yes. Each product has a "History" button in the Stock section that shows every movement — purchases received, sales (future), adjustments — with date, quantity, and reference.
When creating or editing a product, set the "Opening Stock" value. This sets your starting inventory balance. All subsequent movements are tracked from there.
📒 Accounting Vouchers
BillYantra supports four voucher types:
• Payment — money going out (cash/bank)
• Receipt — money coming in
• Journal — general multi-ledger entries
• Contra — transfers between cash and bank accounts
• Payment — money going out (cash/bank)
• Receipt — money coming in
• Journal — general multi-ledger entries
• Contra — transfers between cash and bank accounts
A Contra entry records a transfer between your cash account and a bank account, or between two bank accounts. For example, when you deposit cash into a bank (Cash Dr, Bank Cr) or withdraw from a bank for petty cash (Bank Cr, Cash Dr).
Yes. Every voucher requires total Debits to equal total Credits before you can save it. The form shows running totals and an imbalance warning so you catch errors immediately.
A chart of accounts is the list of all ledger accounts in your business. BillYantra creates 12 essential accounts automatically (Cash, Bank, Receivable, Payable, GST accounts, Sales, and Purchase). You can add any custom accounts you need.
💰 Pricing & Billing
The free plan includes core features: GST invoicing, purchase bills, credit/debit notes, vouchers, stock tracking, and PDF export — with a limit on the number of invoices per month and customers. See the Pricing page for exact limits.
Yes. You can upgrade at any time and the pro-rated difference is billed immediately. Downgrades take effect at the end of your current billing period.
We offer a 7-day refund policy for new paid subscriptions. If you're not satisfied within 7 days of upgrading and have not used more than 5 PDF exports, contact us for a full refund.
We accept all major credit and debit cards, UPI, and net banking through our secure payment gateway. All payments are in Indian Rupees (INR).
🔒 Security & Privacy
Yes. All data is encrypted in transit (HTTPS/TLS) and at rest. Your passwords are hashed with bcrypt. We perform regular security audits and never store payment card numbers.
Never. Your business data — invoices, customers, vendors, financial records — is completely private and is never sold or shared with third parties. Read our Privacy Policy for full details.
Yes. You can export your invoices, customers, and products at any time. We believe your data belongs to you and we make it easy to take it with you if you ever leave.
📧 Email Verification
Email verification protects your account and ensures you can receive important notifications like payment reminders and subscription updates. You can still create your first invoice immediately after signing up — verification is only required from the second invoice onwards.
Check your spam or junk folder first. If it's not there, go to the verification page and click "Resend verification email". You can resend once every 60 seconds. If you still don't receive it, contact our support team.
The verification link expires after 24 hours. If it has expired, simply log in and request a new one from the verification notice page. Each resend generates a fresh 24-hour link.
Yes, for your first invoice. After that, email verification is required to continue creating invoices. This helps us keep the platform secure and ensures you can recover your account if needed.
Go to Settings → Profile and update your email address. You will need to verify the new address before it becomes active. Contact support if you are locked out.
🎁 Referral Program & Earn Premium
Share your unique referral link with friends or colleagues who run a business. When they sign up through your link, verify their email, and create their first invoice, you earn 7 free premium days. You can earn up to 90 free days in total.
Log in to BillYantra and click Earn Premium 🎁 in the left sidebar. Your personal referral link is shown there. You can copy it with one click or share it directly to WhatsApp.
A referral is counted as completed when the person you referred has done both of the following: (1) verified their email address, and (2) created at least one invoice. Both milestones must be completed within the evaluation window.
When you reach 3 completed referrals, you earn a one-time bonus of +30 extra premium days on top of the regular 7 days per referral. This brings your total from that batch to 51 days.
Yes. The maximum you can earn through referrals is 90 days. Once you hit the cap, additional referrals will not add more days, but they are still tracked for your records.
Referrals are evaluated after a short processing window to ensure quality. A referral stays "Pending" until both milestones (email verification + first invoice) are confirmed. It will show "Rewarded" once complete or "Not counted" if the milestones were not met.
No. The referral only counts for new users who register for the first time using your referral link. Existing accounts cannot be retroactively linked to a referral.
Self-referrals are automatically detected and rejected. The system uses multiple signals to identify and prevent gaming. We want the program to be fair for all genuine referrers.
🔔 Payment Reminders
Payment Reminder lets you send professionally worded overdue payment notices to your customers. You choose from four priority levels — Gentle, Firm, Urgent, or Final Notice — and the system generates the appropriate message and a PDF document you can share.
Open any finalized invoice that is not yet fully paid. Click the "Send Reminder" button. Select a priority level (Gentle, Firm, Urgent, or Final Notice), preview the generated message, then either download the PDF or click "Share on WhatsApp" to send it directly.
Gentle — Friendly tone, assumes the oversight was accidental.
Firm — Professional and direct, requests prompt action.
Urgent — Strong tone, warns of consequences if unpaid.
Final Notice — Formal legal tone, last reminder before escalation.
Firm — Professional and direct, requests prompt action.
Urgent — Strong tone, warns of consequences if unpaid.
Final Notice — Formal legal tone, last reminder before escalation.
No — the reminder is generated for you to send. You can download the PDF and attach it to your own email, or use the WhatsApp button to share the message directly. This keeps you in full control of communication with your customers.
On the free plan, PDFs include a small "Powered by BillYantra.com" footer. Upgrading to a plan with the White Label feature removes all BillYantra branding from both invoice PDFs and reminder documents.
Yes. You can send as many reminders as needed for a single unpaid invoice. Each reminder is recorded in the invoice history so you have a complete audit trail of all follow-up communications.
📱 Mobile App
Yes! BillYantra has a native mobile app for Android and iOS built with Flutter. It lets you create invoices, view customers, browse your product catalog, track referrals, and monitor your account on the go. The app uses the same account as the web version.
Yes. If you register through the mobile app, you will receive the same verification email. The app automatically detects when you have verified your email (it checks every 12 seconds) and takes you to the dashboard without you needing to do anything manually.
Yes. The mobile app has an Earn Premium screen where you can see your referral stats, copy your referral link, and share it directly on WhatsApp — all from your phone.
Yes. The app opens finalized invoice PDFs through your device's default PDF viewer or browser. You can then share the PDF via WhatsApp, email, or any other app installed on your device.
Still have questions?
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