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Quick Start Guide

Get up and running with LKG for Billing in 15 minutes! This guide walks you through creating your first complete invoice workflow.

🎯 What You'll Learn​

By the end of this guide, you'll have:

  • ✅ Logged into the application
  • ✅ Added a customer
  • ✅ Created a product/service
  • ✅ Generated an invoice
  • ✅ Recorded a payment

Estimated Time: 15 minutes

🚀 Step 1: Login (2 minutes)​

  1. Navigate to the login page
  2. Click the "Demo" button
  3. You're logged in with sample data!

Option B: Create Account​

  1. Click "Register" or "Sign Up"

  2. Fill in your Personal Information (name, email, password) and Business Information (business name, address, GSTIN/Tax ID, business email & phone)

  3. Choose your Business Modules — start with:

    • Billing (always included) — invoices, estimates & payments
    • Hotel & Food Orders (optional) — table orders, KOT, menu & billing
    • Hospital / Pharmacy (preview) — OPD, IPD, prescriptions & stock

    You can enable or disable modules later from Settings.

  4. Verify your email (if required) and log in with your credentials

📖 Detailed Guide: Login & Registration

👥 Step 2: Add Your First Customer (3 minutes)​

  1. Click "Customers" in the navigation menu
  2. Click the "Add Customer" button
  3. Fill in customer information:

Sample Data:

Name: Tech Solutions Pvt Ltd
Email: contact@techsolutions.com
Phone: +91-98765-43210
Address: 123 Business Park, Bangalore
City: Bangalore
State: Karnataka
Pincode: 560001
Country: India
  1. Click "Save Customer"
  2. ✅ Success! Customer is now in your database

📖 Detailed Guide: Creating Customers

📦 Step 3: Create Your First Product (3 minutes)​

  1. Click "Products" in the navigation menu
  2. Click the "Add Product" button
  3. Fill in product details:

Sample Data:

Name: Professional IT Consulting
SKU: CONS-001
Price: 1500
Description: Professional IT consulting services - hourly rate
Category: Services
Unit: Hour
Tax Rate: 18
  1. Click "Save Product"
  2. ✅ Success! Product added to catalog

📖 Detailed Guide: Creating Products

📋 Step 4: Create Your First Invoice (5 minutes)​

  1. Click "Invoices" in the navigation menu
  2. Click the "Create Invoice" button
  3. Fill in invoice details:

Invoice Header:

Customer: Select "Tech Solutions Pvt Ltd"
Invoice Date: Today's date
Due Date: 30 days from today

Add Line Items:

Product: Professional IT Consulting
Description: IT consulting services for November 2024
Quantity: 10
Price: 1500 (auto-filled from product)
Tax: 18% (auto-filled)
  1. Review the totals:
Subtotal: ₹15,000
Tax (18%): ₹2,700
Grand Total: ₹17,700
  1. Click "Save and Send" to save and email the invoice
  2. ✅ Success! Invoice created and sent to customer

📖 Detailed Guide: Creating Invoices

💰 Step 5: Record a Payment (2 minutes)​

  1. From the invoice you just created, click "Record Payment"
  2. Fill in payment details:

Payment Information:

Amount: 17700 (full amount)
Date: Today's date
Method: Bank Transfer
Reference: TXN20241120-123456
  1. Check ☑ "Send receipt to customer"
  2. Click "Record Payment"
  3. ✅ Success! Payment recorded and invoice marked as PAID

📖 Detailed Guide: Recording Payments

🎉 Congratulations!​

You've completed your first end-to-end billing workflow!

What You've Accomplished:​

  1. ✅ Customer Management - Added a customer to your database
  2. ✅ Product Catalog - Created a billable service
  3. ✅ Invoicing - Generated a professional invoice
  4. ✅ Payment Tracking - Recorded payment received
  5. ✅ Email Communication - Sent invoice and receipt to customer

🔄 Quick Workflow Reference​

Customer → Product → Invoice → Payment
   ↓          ↓         ↓         ↓
 Add Info  Set Price  Send Bill  Get Paid

📊 View Your Dashboard​

Go back to the Dashboard to see:

  • Total customers: 1
  • Total products: 1
  • Total invoices: 1
  • Total revenue: ₹17,700

🧭 Explore All Modules​

LKG for Billing is more than invoicing. Here's the complete feature map — every area has its own detailed guide.

💵 Sales & Billing​

🛒 Purchasing & Stock​

📊 Accounting & Reports​

👥 Employee Management​

🍽️ Hotel & Food Orders (optional module)​

⚙️ Administration & Account​

💡 Pro Tips for New Users​

:::tip Getting Started Tips

  1. Use Demo Mode First - Explore without affecting real data
  2. Start Small - Add a few customers and products to learn
  3. Test Everything - Send yourself test invoices
  4. Configure Settings Early - Set up business info and logo
  5. Explore Reports - See what insights are available
  6. Set Up Email - Configure SMTP for automatic emails
  7. Enable Backups - Protect your data from day one
  8. Watch Tutorials - Check video guides (if available) :::

🆘 Need Help?​

Common Questions​

Q: Can I edit an invoice after sending?
A: Only draft invoices can be edited. For sent invoices, create a credit note.

Q: How do I handle partial payments?
A: Record each payment separately. The invoice tracks remaining balance automatically.

Q: Can I customize invoice appearance?
A: Yes! Go to Settings → Invoice Settings to choose templates and colors.

Q: How do I import existing customer data?
A: Use Settings → Import/Export to upload CSV or Excel files.

Q: Is my data backed up?
A: Enable automatic backups in Settings → Advanced Settings.

Get More Help​

  • Full Documentation - Comprehensive guides
  • Search - Use the search bar above
  • Support - Contact support team
  • FAQs - Frequently asked questions

🎓 Suggested Learning Path​

For systematic learning, follow this order:

Foundations​

  1. ✅ Quick Start Guide (You are here!)
  2. Dashboard Overview - Understand your workspace
  3. Customer Management - Master customer data
  4. Product Management - Build your catalog

Core Billing​

  1. Invoice Creation - Professional billing
  2. Estimates - Quotes that convert to invoices
  3. Delivery Challans - Track dispatched goods
  4. Payment Tracking - Money management
  5. Receivables - Outstanding balances

Purchasing & Stock​

  1. Purchase Orders - Order from suppliers
  2. Purchase Bills - Record supplier bills
  3. Inventory - Stock, transactions & adjustments

Accounting & Team​

  1. Business Expenses - Track spending
  2. Reports & Analytics - Business insights
  3. Employee Management - Staff, attendance & payroll

Optional Modules​

  1. Hotel & Food Orders - Tables, KOT & kitchen
  2. Hospital / Pharmacy - OPD, IPD, labs, scans & more

Account​

  1. Settings & Config - Customization
  2. Subscription - Plans, usage & billing history

Ready to dive deeper? Explore the full documentation or start creating more invoices! 🚀