Sales bills are matched to your accounts by mobile number (or name) and to your items by name. Bills whose customer or item is not found are skipped.
0
Total Bills
₹0
Total Sales
0
Purchases
₹0
Purchase Cost
Invoices
⚙ Branch Settings
These settings are for only. Anything you have not changed here follows the head office.
Saved on this computer only (each counter can have its own printer).
🏬 Branches
Each branch has its own login, its own bill series (e.g. CPDTP/26-27/0001), its own stock and only the rights you give it. Items and accounts (master series) come from the main company; branches use the company GSTIN. The main login sees every branch.
Add Branch
Bill print & billing for this branch
Leave a box empty to use the company's text. The branch phone above is printed at the top of its bills too.
What can this branch do?
Making bills is always allowed. Company settings, logo, GST, UPI, backup and security stay with the head office.
✂ Crop Logo
Shape
On the bill:
Drag the blue box to move it, drag its corners to resize.
Stock Ledger
📦 Add Stock
📚 Import from Busy / Tally
📋 Stock Transfers
✅ Stock transferred
🔁 Stock Transfer
Add items (up to 100 in one transfer)
Price fills with the current sales price and can be changed. It becomes the receiving branch's purchase price. Enter moves to the next box and adds the line.
🍽️ Restaurant POS
🍳 Kitchen Order Tickets (KOT)
💰 Settle Bill
Amount to collect
₹0
The 3-inch bill prints after saving.
⚙ Rooms / Sections & Tables
Tables are shared with all phones of this company. A table with a running order cannot be deleted.
🔍 Find HSN / SAC Code
From the official GST HSN/SAC list. Goods use HSN, services use SAC. Not sure? Check on the GST portal.
❓ ShineDesk Help — All Features
🏢 Company Setup & Logo (A4 Invoice)
☁️ Google Drive Backup
All company data (bills, items, customers, stock, logo and images) in your own Google Drive, private to your account. Each backup gets a new folder named with its date and time; the newest 7 are kept. The ShineDesk app can restore them.
💰 Cash drawer
For a drawer plugged into this computer by USB. Connect it once on each computer, in Chrome or Edge. It then opens when a cash bill is saved. If it is unplugged, nothing happens and the bill still saves.
🖨 Printer Setup: print without the print window
Set this up once on each computer. Bills then print straight away on that computer's default printer, with no window to click through.
How to set it up
Windows
Windows Settings → Printers & scanners: set your bill printer as default, and turn off "Let Windows manage my default printer".
Download the file and double-click it. If the browser or Windows warns you, choose Keep, then More info → Run anyway.
Open the new ShineDesk Billing icon on the desktop and log in once.
Print a test bill. If nothing prints the first time, allow pop-ups for this window.
Mac
System Settings → Printers & Scanners: set your bill printer as default.
Copy the command, open the Terminal app, paste it and press Enter. Do this each time you open billing.
Everything printed from that window goes to the default printer, including A4 reports, and prints as soon as you press Print. To go back, delete the icon: your normal browser still shows the print window.
No Logo Uploaded
Upload your company brand logo: you can crop it before it is saved. It prints at a standard 1in × 0.7in on A4 (smaller on A5). A wide logo with little empty border prints best — “Remove empty border” in the crop window does that for you.
Bill price below the sales price
✨ Smart features
Reorder level for items without their own:
Email to:
Wholesale discount % Dealer discount % (on top of the tier price; 0 = none)
⏰ Automatic reminders (WhatsApp API and email) go out every day at (India time),
at most times to a customer for the same dues (0 = no limit; counts only automatic ones, starts again once the customer clears the dues)
WhatsApp provider (optional, fully automatic):
API key
Template / campaign
The approved template needs 3 values: {{1}} name, {{2}} amount due, {{3}} pay link.No API key or template needed — the full reminder (bills, amount due, pay link) goes from your linked number. Link it in "📲 WhatsApp from your own number" below.
⚠️ WhatsApp API is switched off for this company, so the link box is hidden. Ask ShineDesk admin to switch on WhatsApp API (admin → company → WhatsApp API).
Saved on this computer only (each counter can have its own printer). It prints to the printer chosen in the print window.
In the new bill, after adding the items: Enter, Enter (with the item box empty) saves and prints at once. Enter works as usual everywhere else.
Earn points
₹ = point(s)
No points when the bill is below ₹
Points expire after days (0 = never)
Use points 1 point = ₹
Use at least points at a time
Points pay at most % of a bill
Show points on
Item-wise: set "Loyalty points" on each item (Items → Add / Edit). A bill earns quantity × the item's points.
For every computer of this company. A warning shows 1 minute before.
🧾 Invoice Numbering
GST rule: at most 16 characters, only letters, numbers, / and -. Numbers are given by the server, so web and all phones share one series.
This number is for main company bills. Each branch has its own: set it in 🏬 Branches → Edit → Next bill number.
Next invoice will be:
Tip: type {FY} in the prefix or suffix to add the financial year — 6C/{FY}/ gives 6C/26-27/0001.
Gives all old bills new numbers in this format, oldest first. Save the settings above first. Company admin only.
Bills emailed to your customers are sent from your email account. Gmail: server smtp.gmail.com, port 587, and an App Password (Google Account → Security → App passwords), not your normal password. The Google Drive backup report (what was backed up, or why it failed) is also sent from this email. ShineDesk's own email is used only for OTPs.
Connect your own gateway account — the money goes straight to you. Payment reminders (WhatsApp button in Amount Receivable) then carry a Pay online link, and when the customer pays, the receipt is recorded on the bills automatically. Use the keys from your gateway dashboard (API keys).
%
Added on top of the bill in the payment QR and pay links (e.g. ₹1,000 + 2% = ₹1,020). Enter your gateway's rate yourself — it is not read from the gateway. The bill stays ₹1,000; the charge is noted on the receipt.
Link your shop's WhatsApp once (like WhatsApp Web): WhatsApp on your phone → ⋮ → Linked devices → Link a device → scan the QR. Bills and messages then go out from your number by themselves. Keep the phone connected to the internet now and then. Sending many messages to people who never saved your number can get a number blocked by WhatsApp.
Checking…
Dues reminders: choose "Own WhatsApp" as the WhatsApp provider in Smart features → Dues reminders.
Alerts everyone logged into this company, on the app and this website, when these happen.
Checking this browser…
📜 Audit Log
👤 Salesman on this computer
Choose the salesman who bills on this computer. It is remembered here (also after logout) and new bills and quotations take it. You can change it any time at the top right.
⚠ Device limit reached
Log out one of these to sign in on this computer:
Cash + UPI
Amount paid:
Salesman login
Billing is always allowed. Also allow:
Everything a salesman does is written in the audit log, even if your audit log is off. Company settings stay with you. Every computer counts in your web login limit.
This bill is not saved
Keep it on the screen to finish later? The customer and items stay as they are and come back the next time you open billing.
New Invoice
Customer Found
0Previous Bills
₹0Total Value
₹0Pending Due
Description
Qty
Rate (₹)
Disc ₹ / %
GST %
Total
Total with GST ✎
Amount Paid (₹):
Taxable Value: ₹0
GST (18%): ₹0
Total Qty: 0
Round Off ₹
Grand Total:
₹0
Due Balance: ₹0
📣 Payment Reminders
Job Card
Intake checklist
Parts & servicesEstimate: ₹0
Item
Qty
Rate (₹)
GST %
Amount
Sales Return
Item
HSN
Sold
Returned before
Rate (₹)
GST %
Return Qty
Amount
Price and GST are taken from the bill and cannot be changed. Only the quantity returned is entered.
Round Off ₹
Generate E-Invoice
Customer (buyer) address on the e-invoice
Distance 0 = worked out from the two PIN codes. By road you need the vehicle number or a transporter ID.
🧾 GST Utilities
⚡ Bulk Update
Add Item
1 — =Pcs
Import
⬆ Import Items from CSV
Columns: Item Name, Sales Price, MRP, Opening Stock, Category, Barcode, GST %, HSN Code. Item Name and Sales Price are required. GST % can be written as 18 or 18%. HSN Code is 4, 6 or 8 digits (printed on A4 GST invoices). Up to 50,000 items per file.
If you edit the file in Excel, format the Barcode column as Text first, otherwise Excel changes long barcodes to values like 8.90123E+12.
Duplicates are skipped automatically: an item is not imported if the same name or barcode already exists, or appears earlier in the same file.
Add Service
New Purchase
Description
Qty
Rate (₹)
Disc ₹ / %
GST %
HSN
Total before GST
Total with GST ✎
Type or scan the item → Enter adds it → Enter or Tab moves along the line and back to the search. F2 saves.
Taxable Value: ₹0
GST: ₹0
Total Qty: 0
Additional Charges ₹
Round Off ₹
Grand Total:
₹0
New Item
Serial numbers
Optional — scan or type the serial number of each piece. Leave a box empty if not needed. Enter moves to the next box.
📱 Scan to pay
⏳ Waiting for payment…
Select serial numbers
Server
⭐ Loyalty Points
Points by customer
History
🔑 Change password
All phones and computers signed in with this login, including this device, will be signed out. Sign in again with your new password.
💰 Customer Advances
Advance left by customer
History
Purchase Details
🔒 Production Mode — Verify
Payments
Editing or deleting a payment changes the bill's balance. In Production Mode an OTP is asked.
Record Payment
➕ Opening Balance (previous year)
Bill No
Date
Amount
Already received
In this year's ledger these show as the Opening Balance. Choose an earlier "From" date in the ledger to see the old bills one by one.
Amounts owed show in Amount Receivable and can take receipts; they are not counted as this year's sales.
Ledger
Invoice View
🖨 Print Preview
🖨
Select an invoice or quotation from the left to preview and print
🏷 Barcode Labels
Designer
Zoom
Drag an element to move it. Drag its blue corner to resize. Arrow keys move the selected element (Shift = faster), Delete removes it. Hold Alt while dragging for fine movement.
Print check
This is exactly what will print. In the print window, choose your label printer, set Margins: None and Scale: 100% (Default). For a label roll, the printer's paper size should be .
🎨 Print Designer
Designer
Preview withZoom
Drag a field to move it; drag its blue corner to resize. Arrow keys move the selected field (Shift = faster), Delete removes it, Alt while dragging = fine movement. Fields marked “last page” show on the last page of a long bill.
Print check
This is how the bill prints. In the print window set Margins: None and Scale: 100%.
📥 Purchase invoices from email
⚙ Inbox settings
Supplier invoices that arrive by email are read and kept as purchase entries waiting for your approval — nothing is saved and no stock changes until you approve. Gmail: turn on IMAP and use an App Password; other providers: their IMAP server (SSL port 993). Only invoices whose Bill To / Buyer name matches your company name are picked.
Check each invoice against the original email before approving. The latest 100 inbox messages of the past 30 days are checked. Approving adds the purchase (unpaid) and its stock; Dismiss changes nothing.
ShineDesk