Welcome to the Billezo Help Center & Comprehensive Guide!
Here you'll find extensive, step-by-step instructions and answers to all questions regarding the usage, features, troubleshooting, and advanced settings of the Billezo mobile application.
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1. GETTING STARTED & ACCOUNT SETUP
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Q: How do I create and set up my shop profile?
A:
1. Download Billezo and register using your mobile number or email.
2. Verify via OTP (One-Time Password).
3. Once logged in, complete your Shop Profile with your shop name, owner name, business type, and address.
4. You can also provide an optional GSTIN which will be printed on all generated invoices for compliance.
5. To update these details later, navigate to Settings → Shop Profile.
Q: How does Guest Mode work?
A: Guest Mode lets you explore all features instantly without registering. You can try Billezo's full capabilities and register at any time to transition your shop profile and save your data permanently.
Q: How do I manage multiple staff members or devices?
A: With our multi-device sync plans, you can log in to multiple devices simultaneously. The cloud-sync feature ensures that all stock updates and bills generated from Device A will instantly reflect on Device B. You can monitor all active sessions under Settings → Active Devices.
Q: How does the Active Devices tracker identify my phone?
A: The Active Devices page lists all terminals currently logged into your account. The device you are currently holding is dynamically highlighted as "This Device" based on your current request token.
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2. INVENTORY & PRODUCT MANAGEMENT
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Q: How do I add a new product?
A:
1. Go to the "Products" tab on the bottom navigation bar.
2. Tap the floating "+" (Add Product) button.
3. Enter the Product Name, Selling Price, and Category.
4. Set the current Stock Quantity or toggle the "Unlimited Stock" option.
5. Tap Save.
Q: How do I link products to raw materials (subunit recipes)?
A: Open the Add/Edit Product form and toggle the "Utilise Inventory Items" option under the "Stock & Raw Materials" section. You can search and map any raw material item and specify the exact quantity needed (supporting decimal values like 0.25 kg or 150 grams) for each product sale.
[Unique Feature]: Billezo automatically links sales to raw material levels up to 3 decimal places. For example, if you sell a finished cup of tea, the system automatically subtracts 100 ml of milk, 15 grams of sugar, and 10 grams of tea leaves from your stock. You get real-time raw material usage tracking without needing to manually count loose stock at the end of the day.
Q: What happens when stock reaches zero?
A: If a product is not marked as "Unlimited Stock", Billezo will prevent you from adding it to a new bill once the inventory reaches zero. You will see an "Out of Stock" badge on the product list.
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3. BILLING, INVOICES & SHARING
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Q: How do I generate a professional digital bill?
A:
1. Navigate to the "New Bill" tab.
2. Tap on products to add them to the cart.
3. Tap "Add Customer" to link the bill to a specific buyer (optional).
4. Tap "Generate Bill". The bill will be instantly generated and saved to your history.
Q: How do I apply a dynamic discount during checkout?
A: In the billing screen, tap the "Add discount?" link in the calculations card. You can choose to apply the discount as a flat Fixed Amount (₹) or as a Percentage (%) of the subtotal. The grand total and taxes are updated dynamically.
Q: How do I share the generated bill with a customer on WhatsApp?
A: Immediately after generating a bill, tap the green "Share on WhatsApp" button. This will automatically convert the invoice into a high-quality, professional image (including your shop logo and UPI QR code) and open WhatsApp.
Q: How does Table-based billing work?
A: You can toggle between Normal and Table-based billing at the top of the New Bill screen. In Table-based mode, you can add multiple dining tables, select any table to add products to it, track active orders, and easily generate or print invoices when they check out.
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4. UDHAARI / KHATA (CREDIT MANAGEMENT)
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Q: How does the Udhaari (Credit) system work?
A: When generating a bill, if a customer does not pay immediately, you can record the transaction as an Udhaari entry against their name.
Q: How do I track and collect pending Udhaari?
A:
1. Go to the "Udhaari" tab from the bottom navigation.
2. You will see a list of all customers who owe you money, along with the total outstanding balance at the top of the screen.
3. Tap on a customer's name to view their specific transaction history.
4. You can tap "Remind via WhatsApp" to send them a polite, automated reminder message containing their total due amount and your UPI payment link.
Q: How do I mark a credit payment as "Received"?
A: Open the customer profile in the Udhaari tab, tap "Mark Received" or "Settle", and enter the amount received. The system will automatically deduct the received amount from their total outstanding balance.
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5. STAFF ATTENDANCE & SECURITY PIN
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Q: How do I manage staff attendance and payroll?
A: Go to Settings → Staff Attendance to add staff members, record daily attendance (Present, Absent, Half-day), and track salary calculations.
Q: Why am I asked for a security PIN?
A: To prevent staff from tampering with payroll or settings, Billezo gates the Staff Attendance portal. A security PIN will always be requested when entering the Staff Management portal from the dashboard. Once verified, you can navigate between staff details without being prompted again until you return to the dashboard.
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6. BLUETOOTH THERMAL PRINTERS
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Q: What types of printers are supported by Billezo?
A: Billezo natively supports all standard 48mm, 58mm, and 80mm Bluetooth thermal receipt printers supporting the ESC/POS printing protocol.
Q: How do I connect and configure my printer?
A:
1. Power ON your thermal printer and pair it under your phone's system Bluetooth Settings.
2. Open Billezo and navigate to Settings → Hardware → Bluetooth Printer.
3. Tap "Scan for Printers" and select your printer from the discovered list.
4. Billezo will automatically print a diagnostic test page. Future bills will now prompt to print upon generation.
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7. EXPENSE TRACKER & PURCHASE MANAGER
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Q: How do I track daily business expenses?
A: Go to the Expense Tracker tab from your navigation panel. Tap the floating "+" button, select an expense category (e.g., Rent, Salaries, Bills, Tea/Snacks, Miscellaneous), enter the amount, select the payment mode (Cash, UPI, Card), and write an optional note. Tap Save.
[Unique Feature]: The expense listings utilize a vertically stacked action layout that mirrors receipt paper. This allows you to quickly scan and balance daily operational losses visually against your billing cash/UPI totals.
Q: How do I record inventory purchases from suppliers?
A: Open the Purchase Manager tab. Tap the floating "+" button, select the supplier, choose the date, enter the raw item/product details, quantities, total cost, and select the payment status ("Payment Pending" or "Payment Done").
[Unique Feature]: Unlike other standard trackers, Billezo features a direct link between purchases and active stock. If you purchase items or raw ingredients, you can tap the "Import in Inventory" option on the purchase record. This instantly increments the active stock count of the corresponding inventory items, avoiding tedious double-entry.
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8. UPI PAYMENTS & INTEGRATION
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Q: How do I enable UPI QR codes on my bills?
A:
1. Go to Settings → Payments & Billing → UPI ID.
2. Enter your merchant or personal UPI ID (e.g., yourshop@paytm) and save.
3. Every digital and printed bill will automatically generate a dynamic UPI QR code with the exact bill amount pre-filled.
Q: Are there any transaction fees for UPI payments?
A: No. Billezo simply generates the QR code payload. Payments occur directly to your bank account with zero commission fees.
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9. CLOUD SYNC & OFFLINE MODE
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Q: Can I use Billezo offline?
A: Yes! Billezo has an offline-first architecture. You can add products, create bills, and manage Udhaari completely offline. Offline actions are queued locally and synchronized automatically when an active internet connection is detected.
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10. ACCOUNT DELETION & DATA PRIVACY
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Q: How do I permanently delete my account?
A: Go to Settings → Shop Profile → Danger Zone → Deregister Billezo Account. Verify via OTP sent to your registered contact. Upon verification, your account, inventory, customer lists, and transaction histories will be permanently and irreversibly purged from our databases.
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11. CONTACT SUPPORT
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If your issue is not resolved by this comprehensive guide, our support team is ready to assist:
Email: support@billezo.com
Phone/WhatsApp: +91 8483860091
Website: https://billezo.com