Set up your business and start creating professional invoices in minutes.
Written By Chetan Raikar
Last updated 5 months ago
What is this?
A comprehensive guide to help you set up your myBillBook account and start managing your business efficiently. Learn the essential first steps and basic configurations needed to get your business running on myBillBook.
Who is this for?
New myBillBook users
Business owners switching from other billing software
Users who want to ensure they've completed all setup steps
Step-by-Step Setup Process
Business Profile Setup
Add your business name and logo
Enter your contact details
Configure GST details (if applicable)
Set up business address and other essential information
Add custom fields specific to your business
Refer this article for more details: Add your business on myBillBook
Understanding Your Dashboard
Overview of key metrics
Recent transactions
Important notifications
Quick access to common actions
Business performance insights
Mobile App Setup
Download the app from Play Store/App Store
Login with your credentials
Enable notifications
Configure offline access
Set up thermal printer (if needed)
Basic Settings & Configurations
Invoice format and numbering
Default payment terms
Tax settings
Business hours
User roles and permissions
Data Import Guide
Import items/inventory
Import customer database
Import supplier list
Transfer data from other software
Validate imported data
Best Practices
Complete Your Profile
Add all business details
Upload a clear business logo
Verify GST details
Set up bank account information
Configure Essential Settings
Set up invoice templates
Configure tax rates
Set default terms & conditions
Add custom fields if needed
Organize Your Data
Create item categories
Set up party categories
Define user roles
Establish inventory tracking
Test Your Setup
Create a test invoice
Try different payment methods
Test reports generation
Verify printed formats