Features & Options

Welcome to SATP Billing Features

SATP Billing is a comprehensive professional billing software designed to simplify financial operations for small and medium enterprises. This page provides a complete overview of all available features, modules, and a step-by-step roadmap to help you get started quickly.

Whether you need to manage invoices, track receipts and payments, monitor expenses, or generate comprehensive reports, SATP Billing provides an intuitive platform to manage all your billing needs efficiently.

📱 Mobile Users

On mobile devices, use the Toggle Menu (☰ icon) at the top-left to access the Options/Navigation menu and switch between different vouchers and reports. The menu will slide in from the left side.

Quick Navigation

Quick Start Roadmap - Step-by-step setup guide
Dashboard - Overview and analytics
Sales Voucher - Create invoices
Purchase Voucher - Record purchases
Receipts - Track incoming payments
Payments - Manage outgoing payments
Expenses - Record business expenses
Parties - Manage customers and suppliers
Items Master - Manage products and services
Reports - Generate comprehensive reports
My Profile - Account settings

🚀 Quick Start Roadmap

Follow these steps to set up SATP Billing and start managing your business financials:

Setup Your Profile

Configure your business information and settings

Go to ⚙️ My Profile from the left menu
Enter your business name
Add your GST Registration Number (GSTIN)
Upload your business logo (optional)
Set up default tax preferences

Add Your Parties

Navigate to 👥 Parties
Click Add Party button
Enter customer/supplier details
Add contact information (phone, email)
Include GST ID if applicable

Create Items Master

Set up your products and services

Go to 📦 Items Master
Click Add Item to add products/services
Add HSN/SAC codes for GST compliance
Set tax rates and pricing
Specify units (pieces, kg, liter, etc.)

Start Creating Vouchers

Begin recording your transactions

Sales: Create invoices for customers
Purchase: Record vendor/supplier bills
Receipts: Track customer payments
Payments: Record payments to vendors
Expenses: Log business expenses

Track Credit/Debit Notes

Manage adjustments and returns

Create Credit Notes for returns/discounts
Create Debit Notes for additional charges
Link to original invoice/voucher
Automatically affects totals and reports

Generate Reports

Analyze and export your financial data

Go to 📈 Reports
Select report type (Sales, Purchase, etc.)
Choose date range
Export as CSV, Excel, or PDF
Use for GST filing and financial analysis

💡 Pro Tips:

✓ Start with small batch of test data to familiarize yourself
✓ Download the Dashboard frequently to track business metrics
✓ Print/Export reports monthly for accounting records
✓ Keep party and item master updated for accurate invoicing
✓ Review Reports section monthly to identify payment delays

📊 Dashboard

The Dashboard is your central command center, providing an at-a-glance overview of your business performance with real-time metrics and analytics.

🎯 What You'll See: Key financial metrics, sales trends, outstanding payments, and expense summaries - all in one view.

📈

Key Metrics

Total Sales Count - Number of invoices created
Total Sales Value - Sum of all invoices
Total Purchases Count - Purchase vouchers created
Total Purchase Value - Sum of purchases
Outstanding Receipts - Payments due from customers
Outstanding Payments - Payments due to suppliers
Total Expenses - Business expenses recorded

📊

Analytics & Charts

Sales trends analysis - Visual of sales over time
Purchase analytics - Purchase patterns
Monthly revenue patterns - Revenue by month
Payment status tracking - Outstanding vs received
Expense breakdown - Category-wise expense charts
Cash flow overview - Money in vs money out
GST Summary - GST collected and payable

⏱️

Period & Export

Custom date range selection - Choose any period
Quick period filters - Today, This Week, This Month, This Year
Real-time data updates - Immediate reflection of new entries
Export dashboard data - Download metrics to Excel
Print-friendly reports - Professional dashboard printout
Responsive charts - Mobile and desktop compatible

📱 Mobile Tip: On mobile, use the Toggle (☰) menu to access the Dashboard option. Charts are optimized for all screen sizes.

📄 Sales Voucher

Create and manage sales invoices with built-in GST compliance and comprehensive item management. This is your main tool for recording sales to customers.

📋 How to Create a Sales Invoice:

Click "Add Sales" from left menu or Dashboard
Enter date and select customer/party name
Add items - Click "Add Item" and search for products/services
System auto-calculates GST and totals
Review totals and save
Print or export invoice as PDF

💼

Invoice Creation

Automated invoice numbering (Series: SAL-001, SAL-002...)
Multi-party support - Select from registered customers
Custom date selection - Backdate invoices if needed
Easy item/service addition with auto-suggestions
Quantity & rate management with decimal support
Add remarks/notes to invoices
Edit and delete capabilities for corrections

🧾

GST Compliance

Automatic GST calculation based on item rates
HSN/SAC code support for tax classification
Multiple tax rates (5%, 12%, 18%, 28% support)
IGST/CGST/SGST handling - 50/50 split for CGST/SGST
Tax-inclusive or exclusive pricing modes
Zero-rated items support (0% GST)
Tax-free items support

🖨️

Output & Export

Professional PDF printing - Ready to send to customers
A4 format compliance - Standard paper size
Print Preview - See before printing
Email integration ready - Share with customers
Custom branding support - Your logo and colors
Duplicate copy printing - Keep records

💡 Pro Features: Once you have sales invoices, track payments against them using the Receipts module. The system automatically calculates outstanding amounts.

📥 Purchase Voucher

Record and track all purchase transactions with comprehensive vendor management and tax compliance. Perfect for recording bills from suppliers.

📋 How to Record a Purchase:

Click "Add Purchase" from menu
Enter date and supplier/vendor name
Enter vendor's invoice number (reference)
Add items purchased with quantities and rates
GST calculated automatically
Review and save
Later track payment in Payments module

🛍️

Purchase Recording

Vendor/supplier invoice number tracking
Automatic voucher numbering (PUR-001, PUR-002...)
Multi-vendor support
Item-wise purchase details with cost tracking
Quantity tracking with decimal support
Cost per unit analysis and comparison
Invoice date vs document date separation

📋

Tax Management

GST input tracking - For ITC (Input Tax Credit)
HSN code support for proper classification
Multiple tax slab rates support
Tax breakup details by rate
Credit note support - For returns to vendors
Debit note support - For additional charges from vendors
GST compliance reporting

📊

Analytics & Reports

Vendor-wise analysis - Who supplies what
Purchase trend reports - Spending patterns
Cost analysis - Average costs, price trends
Item-wise purchase tracking - Best sellers, fast movers
Period-wise comparison - YoY analysis
Outstanding payables report - What you owe

💡 GST Note: Record your vendor's GST invoice number for accurate GST compliance and ITC claims. The system helps you track input tax credit.

💰 Receipts

Efficiently track all incoming payments from customers and maintain a complete record of received funds.

📋 Recording a Receipt:

Click "Add Receipts" from menu
Select the customer who paid
Choose payment mode (Cash, Check, Bank Transfer, etc.)
Enter amount received and payment reference
Add notes if needed (check number, bank transfer ID)
Save - Receipt number auto-generated

💳

Receipt Recording

Customer payment tracking with auto-numbering
Multiple payment modes (Cash, Cheque, Bank Transfer, Card)
Cheque/bank transfer details capture
Invoice reconciliation capability
Partial payment handling - Multiple receipts per invoice
Payment reference number tracking

📅

Payment Details

Transaction date tracking
Bank/mode reference details storage
Amount received recording with decimals
Outstanding balance tracking (system calculated)
Aging analysis reports - How long outstanding
Customer name and contact info display

📈

Reports & Analysis

Customer-wise receipts report
Payment mode analysis
Cash flow monitoring
Outstanding amount tracking by customer
Receipt reconciliation
Aging report - Who owes what

💳 Payments

Manage and track all outgoing payments to suppliers and service providers with complete audit trail.

📋 Recording a Payment:

Click "Add Payments" from menu
Select vendor/supplier name
Enter payment mode (Cash, Check, Bank Transfer, etc.)
Enter amount being paid
Add reference (check number, transaction ID)
Save with auto-generated payment number

💸

Payment Processing

Vendor payment recording with auto-numbering
Multiple payment modes supported
Cheque/bank transfer tracking
Bill matching capability
Partial payment support - Multiple payments per bill
Payment date flexibility

📝

Details & Reference

Vendor name and code tracking
Amount details with decimal support
Reference number tracking (check/txn details)
Payment date recording
Narration/notes support for details
Payment mode specification

📊

Analytics

Vendor-wise payment tracking
Payment mode analysis
Outstanding liabilities report
Cash flow forecasting data
Payment aging reports
Supplier payment history

💡 Pro Tip: Track both outstanding bills (Purchases) and payments made. Reports show you what you still owe (Outstanding Payments).

💰 Expenses

Track and categorize all business expenses for accurate cost accounting and expense management.

📋 Logging an Expense:

Click "Add Expenses" from menu
Select or enter expense category (Rent, Utilities, Travel, etc.)
Enter amount and date
Add description/notes
Specify payment method if needed
Save with auto-generated expense number

🏷️

Expense Recording

Multiple expense categories
Date and amount recording
Detailed descriptions
Payment mode tracking
Supporting document notes
Auto-numbered expense entries
Payee name recording

🏢

Categories & Codes

Predefined expense codes (Rent, Travel, Utilities, etc.)
Custom category support - Add your own
Departmental allocation
Project assignment
Cost center tracking
Easy categorization dropdown

📈

Reports

Category-wise expense breakdown
Monthly expense trends
Budget vs. actual analysis
Departmental reports
Expense aging reports
Total expense summaries

👥 Parties

Maintain a comprehensive database of all customers, suppliers, and business partners with complete contact information.

📋 Adding a Party:

Click "Parties" from left menu
Click "Add Party" button
Enter party name (customer or supplier)
Add contact details (phone, email)
Enter address if needed
Add GST ID/PAN for compliance
Save - Party is now available in all vouchers

👤

Party Information

Customer/supplier registration
Contact details management
Complete address information
Phone and email storage
GST ID/PAN tracking
Party type classification (Customer/Supplier/Both)

💼

Party Details

Credit limit settings
Payment terms configuration
Default tax rates for party
Bank account details storage
Party category classification
Business relationship notes

📞

Relationship Management

Transaction history - All sales/purchases with party
Outstanding amount tracking
Contact preferences
Party classification for reporting
Activity and interaction notes
Communication history

💡 Best Practice: Build a complete party master first. This will make creating invoices and vouchers much faster - just select from dropdown!

📦 Items Master

Manage your complete inventory of products and services with detailed specifications, pricing, and tax codes.

📋 Adding an Item:

Click "Items Master" from menu
Click "Add Item" button
Enter product/service name
Add HSN or SAC code (for GST classification)
Set GST rate (0%, 5%, 12%, 18%, 28%)
Set unit of measurement (pieces, kg, liter, etc.)
Save - Item now available in all vouchers

🏗️

Item Creation

Product/service registration
Item code auto-assignment
Description management
Unit of measurement specification
Item categorization
Item remarks/notes field
Status active/inactive toggle

🏷️

Tax & Pricing

HSN/SAC code support - Required for GST
GST rate configuration (0%, 5%, 12%, 18%, 28%)
Sales price setting - Your selling rate
Purchase price tracking - Cost from suppliers
Bulk pricing support
Currency specification
Price update history

🔍

Inventory Features

Stock level tracking
Reorder point alerts
Item search and quick filters
Auto-suggestions in bill entry
Item import/export capability
Batch/Serial number support
Item usage history reports

💡 GST Tip: HSN and SAC codes are important for GST compliance. Goods use HSN codes, Services use SAC codes. Check the tax authority website for correct codes.

📈 Reports

Generate comprehensive business reports with detailed analytics and multiple export options. Use these for analysis, GST filing, and financial decision-making.

📋 Generating a Report:

Click "Reports" from menu
Select report type (Sales, Purchase, etc.) from dropdown
Choose date range (From/To dates)
Click "Generate" button
View report with tables and charts
Export as CSV, Excel, or PDF using Export buttons

📊

Sales Reports

Sales Summary: Total sales, HSN-wise breakdown, tax details
Sales Invoices: Detailed invoice list with GST rates
Customer-wise Sales: Each customer's purchase history
Product-wise Sales: Which items sold most
Period Comparison: Month/quarter trends
GST-wise Breakup: Sales by tax rate (0%, 5%, 12%, 18%)
Credit/Debit Notes: Adjustments and returns

💳

Purchase & Financial Reports

Purchase Invoices: All bills from suppliers
Supplier Analysis: Who supplied what at what cost
Cash Flow Report: Money in vs money out
Receivables Report: Customer payments due
Payables Report: Supplier payments due
Expense Report: Breakdown by category
Payment Aging: How long invoices are pending

📁

Export & Integration

PDF Export: Professional printable format
CSV Export: Universal spreadsheet format
Excel Export: Multiple sheets workbook
Tally Export: Integration with Tally accounting software
GSTR-1 Export: GST compliance filing format
Print Reports: Ready for office/audit records
Email Ready: Easy to share with accountant/auditor

📌 For GST Compliance:

Generate Sales Report for GSTR-1 filing
Check GST-wise breakdown accuracy
Export in GSTR-1 format
Keep records for audit

💡 For Business Analysis:

Check sales trends monthly
Monitor receivables/payables
Track expense categories
Plan cash flow

⚙️ My Profile

Manage your business information and account settings.

📋 Setting Up Your Profile:

Click "My Profile" from menu (⚙️ icon)
Enter your business name
Add GST Registration Number (GSTIN)
Enter business address
Upload business logo (for professional invoices)
Set default GST rates for your business
Configure other settings and save

🏢

Business Information

Business name management
GSTIN registration - For GST compliance
Business address - Shows in invoices
Contact details (phone, email)
Logo upload and customize
Business registration number
Industry category

🔐

Account Settings

Password management - Change login password
Login credentials and username
Security settings and 2FA if available
Session management - Login tracking
Data privacy controls
Backup and restore options

📋

Preferences & Settings

Default tax settings for items
Number format preferences (decimals)
Invoice template selection
Currency settings (INR, USD, etc.)
Notification preferences
Date format preferences

Key Advantages

⚡

User-Friendly Interface

Intuitive design that's easy to learn and use, reducing training time and improving productivity.

✅

GST Compliant

Built-in GST compliance with automatic calculations and GSTR-1 export capabilities for regulatory requirements.

📱

Responsive Design

Works seamlessly across desktop, tablet, and mobile devices for access anywhere, anytime.

📄

Professional Reports

Generate comprehensive business reports with export options in PDF, Excel, and other formats.

🔄

Data Integration

Export data to accounting software like Tally for seamless financial management integration.

🛡️

Secure & Reliable

Enterprise-grade security ensuring your business data is protected and backed up reliably.

📚 Complete Setup Guide

Follow this step-by-step process to fully set up SATP Billing for your business:

Step 1: Account & Profile Setup (First Time)

Login with your credentials or create a new account
Go to "⚙️ My Profile" from the left menu
Configure your business name and GSTIN (GST Registration Number)
Add your business address and contact details
Upload your business logo for professional invoices
Set default tax rates and other preferences

Step 2: Create Parties (Customers & Suppliers)

Click "👥 Parties" from the left menu
Add all your regular customers first
Then add all your suppliers/vendors
For each party, add: Name, Contact info, Address, GST ID
Tip: You can add more parties later anytime

Step 3: Set Up Items Master (Products/Services)

Navigate to "📦 Items Master"
Add each product or service you sell
For each item: Name, HSN/SAC code, Tax rate, Unit
HSN: Harmonized System of Nomenclature (for goods)
SAC: Service Accounting Code (for services)
Set correct GST rates (5%, 12%, 18%, 28%, or 0%)

Step 4: Start Creating Transactions

Sales Invoices: Create invoices for customers
Purchase Vouchers: Record bills from suppliers
Receipts: Record customer payments
Payments: Record payments to suppliers
Expenses: Log business expenses
Tip: System auto-calculates GST and totals

Step 5: Manage Adjustments

Credit Notes: For customer returns or discounts
Debit Notes: For additional charges or claims
Link each note to the original invoice/voucher
System automatically reflects in totals

Step 6: Monitor Dashboard & Generate Reports

Click "📊 Dashboard" to see business overview
Monitor key metrics: Sales, Purchases, Outstanding amounts
Go to "📈 Reports" to generate detailed analysis
Use reports for GST filing, financial analysis, and decisions
Export reports as PDF, Excel, or CSV

📱 Mobile Navigation Guide

On mobile devices, the menu works differently to save screen space:

☰ Hamburger Menu Toggle: Click the three-line icon (☰) at the TOP-LEFT to open/close the navigation menu

Menu Navigation: Once menu is open, you can:

Tap "Dashboard" to view metrics
Tap "Add Sales/Purchase/Receipts" etc to create transactions
Tap "Parties" to manage customers/suppliers
Tap "Items" to manage products
Tap "Reports" to generate reports
Tap "My Profile" to update your information

Menu Collapse: Click the ☰ icon again to close the menu and see full content

Pro Tip: Use the collapsed menu view (just icons) when you need more screen space to work with forms!

❓ Common Questions

Q: What is HSN and SAC?

A: HSN (Harmonized System of Nomenclature) codes are used for goods, SAC (Service Accounting Code) for services. These are mandatory for GST compliance. You can find codes on the GST India website.

Q: Can I edit or delete a voucher?

A: Yes! Use the Action buttons (Print, Edit, Delete) in every report and list. For corrections, you can also create debit/credit notes.

Q: How do I track outstanding payments?

A: Create Sales invoices, then record Receipts as customers pay. The system automatically calculates Outstanding amounts. Check Reports for detailed aging analysis.

Q: Can I export data to Tally or other software?

A: Yes! Use the Report export options. CSV and Excel formats are compatible with most accounting software including Tally.

Q: Is my data secure?

A: All data is stored securely in your browser's local storage. Keep your login credentials safe. Take regular backups by exporting reports.

📞 Contact & Support

Need assistance or want to learn more about SATP Billing? Our support team is here to help!

Return to the main dashboard to start using SATP Billing