InfodraBooks Help Center

InfodraBooks is a GST-ready invoicing, inventory and business management app built for Indian SMBs. You can start using it in just three steps:

Create an account

1. 1Open the landing page and click Get Started or Sign in.
2. 2Click Create account on the login screen.
3. 3Enter your name, email, organization name and a strong password.
4. 4You are signed in automatically as the Admin of the new organization.

Log in

1. 1Go to /login.
2. 2Enter your registered email and password.
3. 3On success you land on the Dashboard.

Log out

Click your profile / logout icon in the sidebar. Your session token is cleared and you are returned to the login page.

Open Settings from the sidebar. This is your one-time setup that powers every invoice you create.

Business details

Click Save. All future invoices will use these details.

Personalize every invoice PDF with your brand.

Admins can invite team members from Settings → Users (or the Users module, depending on plan).

1. 1Open Customers from the sidebar.
2. 2Click + New Customer.
3. 3Fill in name, GSTIN (optional), state, billing address, email, phone.
4. 4Save. The customer is now available in the invoice picker.

Vendors are used for purchase bills and expenses. Add them the same way as customers, from Vendors in the sidebar.

1. 1Go to Items and click + New Item.
2. 2Enter name, HSN/SAC code, unit (Nos, Kg, Hr…).
3. 3Enter selling price and GST rate (0 / 5 / 12 / 18 / 28 %).
4. 4Optionally set purchase price and opening stock.
5. 5Save. The item now appears in invoice & purchase pickers.

The Inventory page lists every stock item with:

• Current on-hand quantity.
• Value at cost.
• Low-stock indicator.

Create an invoice

1. 1Open Sales and click + New Invoice.
2. 2Pick a customer (or create one inline).
3. 3Set the invoice date, due date and place of supply.
4. 4Add line items: item, qty, rate, discount, tax %. Totals update live.
5. 5Optionally add dispatch details (transport mode, transporter, vehicle no, e-way bill).
6. 6Add notes and terms if different from defaults.
7. 7Click Save. A number like INV-0001 is generated automatically.

Statuses

Record a payment

Open an invoice → Record payment → enter amount, date, mode (Cash / UPI / Bank / Cheque). Status updates automatically.

1. 1Open any saved invoice and click Download PDF.
2. 2PDF is generated on the server with your logo, signature, GST breakdown, amount in words and footer contact.
3. 3Print with Ctrl + P, or email/WhatsApp the file to the customer.

1. 1Open Purchases and click + New Purchase.
2. 2Pick a vendor; enter the vendor invoice number and date.
3. 3Add line items — inventory items update stock in automatically.
4. 4Save. Purchase totals feed into GSTR-2 and profitability reports.

1. 1Open Expenses → + New Expense.
2. 2Select a category (Rent, Utilities, Salaries, Travel…).
3. 3Enter date, amount, GST (if input credit is claimable), vendor (optional), notes.
4. 4Save. Expenses appear in P&L and cash-flow reports.

For turnover above the notified threshold, GST law requires e-invoicing.

• Fill the dispatch details and e-way bill number block on the invoice.
• The invoice PDF includes a QR-ready summary that can be validated with the government IRP portal.
• Full IRP integration is available on Business and above plans.

Open Reports to access:

The landing page after login. It shows:

• KPI tiles — revenue, receivables, payables, expenses.
• Monthly sales chart.
• Recent invoices list.
• Quick-create shortcuts for invoice / customer / item.

Use this ordered checklist to exercise every module in one session. If every step passes, the app is functioning end-to-end.

Need help beyond this guide?