myBillBook Questions & Answers

To change the invoice date on myBillBook Billing Software, folloow the steps given below:

• Navigate to the ‘Invoices’ section
• Click on invoice you wish to alter
• Press on the ‘Invoice date’ field
• Change the date as per your requirement.

To import data from another accounting app to myBillBook, follow the steps given below:

• Open your myBillBook account
• Navigate to 'Settings'
• Click on 'Import Data' and follow the instructions to upload data from a different accounting system. This is usually done in Excel format.

To generate a barcode for a product in myBillBook, follow the steps given below:

• Open your myBillBook account
• Navigate to the 'Inventory' section
• Choose the product
• Hit 'Generate Barcode' to create and print barcodes.

To generate an e-way Bill using myBillBook, follow the steps given below:

• Open your myBillBook account
• Navigate to the Invoices section
• Create an invoice with the required transportation details
• To finish the process, choose 'Generate e-way Bill' after saving.

To recover my password if I forget it in myBillBook, follow the steps given below:

• Open the myBillBook platform
• Hit 'Forgot Password' on the login page
• Follow the instructions to get an OTP or password reset link sent to your registered email address or mobile number.

To get the full history of item movements in myBillBook, follow the steps given below:

• Open your myBillBook account
• Navigate to the 'Inventory' tab
• Choose the item you wish to track
• Check the 'Item Movement History' for all transactions related to that item

To link multiple invoices to one payment in myBillBook, you can simply record a new payment and choose the invoices you wish to link to that payment. myBillBook will adjust the total amount accordingly.

To create a cash sale invoice in myBillBook, follow the steps given below:

• Open your myBillBook account
• Navigate to the 'Invoices' section
• Hit 'New Invoice'
• Choose 'Cash' as the payment mode
• Input the required details and create the invoice

To create GST/Non-GST party in myBillBook, follow the steps given below:

• Open you myBillBook account
• Navigate to the 'Parties' tab
• Hit 'Add Party'
• Input the required details
• Choose GST or Non-GST as per your requirement
• Hit save.

To see Party Ledger/Statement in myBillBook, follow the steps given below:

• Open your myBillBook account
• Navigate to the 'Parties' section
• Choose the party for which you wish to view the ledger
• Hit 'Ledger/Statement' to view all transactions