Getting Started with Bill Analyze
Welcome to Bill Analyze! This guide will walk you through the essential steps to get started with invoice management.
Create Your Account
Step 1.1: Navigate to Sign Up
On the landing page, click the "Get Started" or "Sign Up" button in the top right corner.
📸 Screenshot Location:
Look for the blue button in the header/navigation bar. It should say "Get Started" or "Sign In".
Step 1.2: Choose Sign Up Method
You can sign up using:
- Email: Enter your email address and create a password
- Google: Click "Sign in with Google" for quick access
📸 Screenshot Location:
On the sign-in page, you'll see two options: Email/Password form and a "Sign in with Google" button.
Step 1.3: Complete Registration
Fill in your details:
- Enter your full name
- Provide a valid email address
- Create a strong password (minimum 8 characters)
- Click "Sign Up" to create your account
📸 Screenshot Location:
The sign-up form will have fields for Name, Email, and Password. Make sure all fields are filled before clicking "Sign Up".
Set Up Your Company Profile
Step 2.1: Access Settings
After logging in, you'll be on the Dashboard. Click on "Settings" in the left sidebar.
📸 Screenshot Location:
In the left sidebar menu, look for the "Settings" option (usually at the bottom). It has a gear/settings icon next to it.
Step 2.2: Fill Company Information
In the Settings page, scroll to the "Company Information" section and fill in:
- Company Name: Your business name
- Address: Complete business address
- GST Number: Your company's GST registration number
- State & Code: Your state and state code
- Phone & Email: Contact information
- Bank Details: Account number, IFSC, bank name (optional)
📸 Screenshot Location:
The Settings page will have a form with all these fields. Each field is clearly labeled. Fill them one by one.
Step 2.3: Save Your Information
Once all information is entered, click the "Save" or "Update Company Info" button at the bottom of the form.
📸 Screenshot Location:
Look for a blue button at the bottom of the company information form. It will say "Save" or "Update". Click it to save your company details.
Add Your First Customer
Step 3.1: Go to Customers Page
From the Dashboard or sidebar, click on "Customers" in the navigation menu.
📸 Screenshot Location:
In the left sidebar, find the "Customers" menu item (it has a Users/People icon). Click on it to open the Customers page.
Step 3.2: Click "Add Customer"
On the Customers page, click the "Add Customer" or "+ New Customer" button (usually at the top right).
📸 Screenshot Location:
Look for a blue button with a "+" icon in the top right corner of the Customers page. This opens the customer form.
Step 3.3: Fill Customer Details
Enter the customer information:
- Company Name: Customer's business name
- Contact Person: Name of the contact person
- Email & Phone: Contact details
- Address: Complete address
- GST Number: Customer's GST number (if applicable)
📸 Screenshot Location:
A form/modal will appear with all customer fields. Fill in each field carefully. Required fields are usually marked with an asterisk (*).
Step 3.4: Save Customer
Click the "Save" or "Add Customer" button to save the customer to your database.
📸 Screenshot Location:
At the bottom of the customer form, you'll find a "Save" or "Add Customer" button. Click it to save. The customer will appear in your customer list.
Understanding the Dashboard
Dashboard Overview
The Dashboard is your home page where you can see:
- Key Metrics: Real-time view of your performance across any selected period.
- Recent Transactions: Latest invoices and payments, grouped accurately by document date.
- Quick Actions: Shortcuts to create invoices, add customers.
- Interactive Charts: Visual trends that sync perfectly with your selected month or year.
📸 Screenshot Location:
When you log in, you'll see the Dashboard with cards showing metrics, a chart/graph section, and a list of recent transactions.
Interactive Filters & Info
Take control of your data with our advanced filtering and information tools:
- Period Picker: Use the month/year selection at the top right to filter all dashboard data instantly.
- Metric Tooltips: Hover over the i icon on any metric card to see detailed definitions and calculation logic.
- Accurate Grouping: Documents are automatically categorized by their official date, ensuring your history is always organized correctly.
Navigation Menu
The left sidebar contains all main sections:
- Dashboard: Overview and metrics
- Customers: Manage your customer database
- Invoices: Create and manage invoices
- Reports: View business reports and analytics
- Settings: Configure your account and company info
📸 Screenshot Location:
The left sidebar shows all menu items with icons. Click any item to navigate to that section. The active page is usually highlighted.
🎉 Congratulations!
You've completed the getting started guide! Now you're ready to:
- Create your first invoice
- Generate reports
- Track payments