Set up RichBills on your first day: a one-hour walkthrough

Most of the work in switching to a billing app happens on day one. Get the store details and items right, and every bill after that is quick. Rush them, and you spend the first week fixing tax rates and stock counts. This guide follows the order the Getting started checklist on your RichBills dashboard uses, with notes on what to have ready.

Step 1: Create your account (5 minutes)

Open app.richbills.in/register. You will be asked for your name, mobile number, email, store name and a password. RichBills emails you an activation link, so use an email address you can open right away. No card is needed for the 30-day trial, and the trial opens every module so you can try everything.

Step 2: Shop setup (10 minutes)

The first checklist item takes you to your store profile. Fill in the store name exactly as you want it on bills, the address and phone number customers should see, and your logo. If you are GST-registered, add your GSTIN here. If you are not, switch GST off in settings: bills, prints and PDFs then leave the tax lines out.

This is also where invoice settings live. Pick an invoice design that matches your printer: a narrow receipt layout for a thermal printer, or an A4 layout if you hand bills to business buyers.

Step 3: Add your items (15 to 30 minutes)

You cannot bill what is not in the system, so this is the step to spend time on. There are three ways in:

• Excel import: upload your whole list at once from an Excel or CSV file. Best if you have more than about 50 items.
• One by one: type the name and price, choose a category and save. Good for a small range.
• Barcode scan: scan the item's barcode, then add the name and price. Handy for packaged goods.

For each item, set the opening stock (how many you have today) and the right GST rate and HSN code. Clothing and footwear stores can use variants, so one item carries sizes and colours, each with its own stock. If you are unsure of an HSN code, our sister site has a plain guide to finding the HSN code for a product.

Step 4: Record a purchase (5 minutes)

When stock arrives from a supplier, enter it as a purchase: pick or add the supplier, add the items and quantities, and save. Stock goes up by itself and the purchase cost is recorded, which is what makes your profit reports meaningful later. If you only want to bill today, you can come back to this, but do it before your next delivery arrives.

Step 5: Make your first bill (2 minutes)

Open POS. Scan an item or search for it by name, check the quantity, then choose how the customer paid: press Cash or UPI, and use Multiple if they split the payment. Press Save, or Save & Print. That is your first bill, and the stock for that item has already gone down.

Make two or three test bills with real items and read them as a customer would. Is the store name right? Do the tax lines look right? It is far easier to fix a rate now than after a hundred bills.

Step 6: Printing and sharing (10 minutes)

On a counter computer, install the RichBills desktop app for Windows, Mac or Linux. It includes the print helper, so Save & Print sends the bill straight to your receipt or A4 printer without a browser print box each time. Prefer less paper? Open the bill and use the Share on WhatsApp button to send it to the customer.

Step 7: Add your staff (5 minutes)

Give each helper their own login instead of sharing yours. Choose a role for them so they see only what they need, for example billing but not reports. The owner login is never counted in your plan's staff limit. Dukaan includes 2 staff logins and Dukaan Plus includes 5.

Step 8: Put RichBills on your other devices

Install the Android app on your phone, or open app.richbills.in in a browser, and sign in with the same email and password. Everything you set up today is already there. Devices are unlimited on every plan.

First-day mistakes we see most

• Skipping opening stock. Without it, stock goes negative on the first sale and reports stop making sense.
• One GST rate for everything. Rates differ by item. Set them per item, or per category if a whole category shares one.
• Sharing the owner login. Staff logins cost nothing extra within your plan's limit and keep a clean record of who billed what.
• Testing only on the trial's last day. Bill real customers in the first week, so you know which plan you actually need.

The checklist on your dashboard ticks each step by itself once it is really done (from your data, not from clicks). You can hide it once you are set up and bring it back from your profile menu under Restart tour.

Stuck anywhere? WhatsApp us on +91 90333 31255 with a screenshot and we will walk you through it.