Product Updates
Follow new updates and improvements to myBillBook.
December 20th, 2024
Add Different TnCs for Multiple Vouchers
Platform: 📱 Mobile | 🌐 Web
This feature lets users set unique Terms & Conditions (TnCs) for different voucher types like invoices, quotations, or sales orders. Instead of a one-size-fits-all approach, you can now tailor TnCs for specific transactions directly from the voucher or invoice settings.
This feature is perfect for:
Businesses requiring varied TnCs for different types of transactions.
Users seeking efficiency in automating customized legal or transactional notes.
What is the value?
Saves Time: Avoid repetitive manual edits by assigning TnCs once per voucher type.
Enhances Accuracy: Automatically apply the correct TnC, reducing errors.
Boosts Efficiency: Centralized management of TnCs streamlines workflow.
Preview of different TnCs for different voucher types
How to use: Link to help article
Display Item Images in Invoices & Vouchers
Platform: 📱 Mobile | 🌐 Web
You can now showcase item images in your invoices and other vouchers. Enable a new setting in your invoice preferences to include item images in both the preview and finalized PDF, making your invoices visually appealing and professional.
This feature is perfect for:
Enhance invoice aesthetics.
Improve clarity for customers by visually associating items with their descriptions
What is the value?
Enhanced Professionalism: Impress your clients with visually rich invoices.
Clearer Communication: Help customers identify items instantly by their images.
Seamless Functionality: Works across both mobile and web platforms for uniformity.
Sample invoice with item images
How to use: Link to help article
View Serial Numbers in Stock Summary Report
Platform: 📱 Mobile | 🌐 Web
Track and manage serialized items effectively with our new Serial Summary Report feature. This comprehensive report provides detailed insights into the movement and status of your serialized inventory across sold and unsold items. Access crucial information about each serial number, including transaction history, cost details, and real-time status updates.
This feature is perfect for:
Businesses dealing with electronics, machinery, or other serialized products
Companies requiring detailed tracking for warranty and after-sales service
Organizations needing to maintain GST compliance through accurate inventory records
Businesses wanting to streamline their inventory audits
What is the value?
Enhanced Tracking: Monitor every serialized item's lifecycle from purchase to sale
Better Business Insights: Monitor stock status in real-time and access complete transaction history basis item serial numbers.
Sample Serial items report
How to use: Link to help article
Add Timestamp to Invoices for Enhanced Record-Keeping
Platform: 📱 Mobile | 🌐 Web
We've added intelligent timestamps to your invoices, bringing enhanced precision and traceability to your business documentation. This feature captures the exact creation time of every invoice, displaying it alongside the date across all platforms and print formats.
This feature is perfect for:
Businesses needing detailed documentation for accountability.
Users managing time-sensitive transactions.
Those requiring consistent record-keeping for compliance and traceability.
What is the value?
Enhanced Traceability: Know the exact time an invoice was created, reducing disputes and improving accountability.
Improved Record-keeping: Static timestamps remain unchanged even after edits, maintaining accurate transaction history.
Invoice time settings and preview
How to use: Link to help article
November 19th, 2024
New
Improved
Add Receiver's Signature field on Invoice
Platform: 📱 Mobile | 🌐 Web
This feature allows you to include a receiver's signature field on your invoices and related documents. Once enabled, a designated space for the receiver's signature will be added to the PDF and print preview versions of the invoice.
This feature is perfect for:
Businesses that need signed proof of receipt or delivery.
Users managing sales, returns, or deliveries requiring customer acknowledgment.
What is the value?
Boost Professionalism: Add a formal signature section for greater credibility.
Proof of Agreement: Secure customer acknowledgment on essential documents.
Flexible Application: Works across key voucher types, including sales invoices, credit notes, quotations, sales returns, proforma invoices, and delivery challans.
Placeholder for “Receiver’s signature”
How to use: Link to help article
Add Custom Party Names to Shipping Addresses
Platform: 📱 Mobile | 🌐 Web
Users can now specify a different party name for shipping addresses while creating or editing a party or shipping details. This new field allows greater flexibility and clarity by associating custom party names with shipping addresses, which will be displayed alongside the shipping details.
This feature is ideal for:
Businesses managing deliveries for multiple parties at different locations.
Users needing distinct party names for shipping and billing purposes.
What is the value?
Enhanced Clarity: Clearly label shipping details with specific party names for better organization.
Seamless Editing: Easily update party names in existing shipping addresses without recreating them.
Improved Professionalism: Display both party name and shipping address on invoices, reducing ambiguity.
“Shipping Name” fields available during adding Shipping Address
How to use: Link to help article
Add Alternate Units to your inventory easily with Bulk Uploads
Platform: 🌐 Web
This feature allows users to specify alternate units and set conversion rates directly from the bulk upload screen while adding items. For users with batching enabled, these options will also be available when uploading batched items.
This feature is designed for:
Businesses managing inventory with alternate units (e.g., kilograms and grams).
Users who frequently upload large item lists in bulk.
Businesses that require precise tracking for batched items.
What is the value?
Streamlined Workflow: Add alternate units and conversion rates during bulk uploads, saving time and effort.
Increased Flexibility: Simplify inventory management for items measured in multiple units.
Enhanced Accuracy: Seamlessly configure unit details for both regular and batched items.
“Alternate unit” and “Conversion rate” fields in the bulk upload of items screen
How to use: Link to help article
October 14th, 2024
New
Improved
Set Unique Item Prices for Each Customer
Platform: 📱 Mobile | 🌐 Web
With the new Party-Wise Item Price (PWIP) feature, users can assign specific prices for each item based on individual customers. Once enabled in item settings, these custom prices are automatically applied when creating invoices for the respective customers.
This feature is ideal for:
Businesses offering personalized pricing to loyal or high-volume customers.
Users managing tiered pricing structures for different clients.
Businesses needing flexibility in item pricing across their customer base.
What is the value?
Enhanced Customization: Tailor item prices for individual customers, improving customer satisfaction.
Time Savings: Automatically apply the correct price during invoicing, reducing manual adjustments.
Simplified Pricing Management: Maintain clear and organized records of customer-specific pricing.
“Party-wise” toggle in the item settings
How to use: Link to help article
Quickly Upload Serial Numbers in Bulk
Platform: 🌐 Web
This feature allows users to bulk upload serial numbers for serialized items directly by copying and pasting them into the "Add Serial Number" field. This eliminates the need to enter serial numbers individually, saving time and reducing manual errors.
This feature is perfect for:
Businesses managing large quantities of serialized inventory.
Users who frequently track items using serial numbers.
What is the value?
Save Time: Add multiple serial numbers in one go, boosting efficiency.
Reduce Errors: Minimize mistakes by pasting pre-verified serial numbers.
Simplify Management: Easily handle serialized inventory for large stock updates.
Copy and paste serial numbers in bulk in the Create Item Screen
How to use: Link to help article
Add Precise Quantities with Up to 4 Decimal Places
Platform: 🌐 Web
This update allows users to input item quantities with up to 4 decimal places when creating invoices. It ensures precise calculations for businesses dealing with smaller or fractional quantities, improving accuracy in billing.
This feature is ideal for:
Businesses dealing with items sold in fractional quantities (e.g., weights, measurements, liquids).
Users needing precise quantity tracking for accurate invoicing.
What is the value?
Enhanced Accuracy: Easily manage items with fractional quantities, reducing rounding errors.
Professional Billing: Generate invoices that reflect exact quantities and totals for improved transparency.
Streamlined Operations: Save time by eliminating manual adjustments for small quantity items.
Quantity field with 4 decimal points
How to use: Link to help article
View Complete Business Details on Thermal Bills
Platform: 🌐 Web
With this update, users can now view their actual business details (such as business name, address, and contact information) displayed on the thermal bill preview. This ensures that thermal bills align with your business identity, providing a professional look for your printed receipts.
This feature is ideal for:
Businesses using thermal printers for quick billing.
Users who want their business details prominently displayed on receipts for branding and compliance purposes.
What is the value?
Professional Branding: Display your business details on thermal bills to reinforce your brand image.
Customer Trust: Provide complete and accurate business information to customers.
Navigate to the Sales Invoice section on the web platform.
Select an invoice and click on the Thermal Print option.
In the print preview, review your business details, which will now appear at the top of the thermal bill.
Confirm and print the thermal bill.
Thermal bill preview with business details
How to use: Link to help article
Get Instant Alerts for Stockout Items in POS Billing
Platform: 🌐 Web
This update introduces visual feedback for stockout items in the POS Billing screen. If an item’s stock quantity is zero or negative, it will be highlighted in red font under the "Current Stock" column, helping users identify stock shortages while billing.
This feature is perfect for:
Businesses using POS billing to manage sales.
Users needing real-time stock visibility to avoid billing unavailable items.
What is the value?
Quick Identification: Easily spot stockout or over-sold items during POS billing.
Prevent Errors: Avoid billing unavailable items by checking stock feedback instantly.
Improved Stock Management: Gain better visibility into stock levels while making sales.
Items with zero or negative stock displayed in red font.
How to use: Link to help article
September 12th, 2024
New
Improved
Enhanced Payment Modes for All Voucher Types
Platform: 🌐 Web
What is this?
Users can now select diverse payment modes, including UPI, cards, and net banking, across all voucher types.
Who is this for?
Businesses requiring diverse payment recording options.
Users managing multiple payment modes.
What is the value?
Comprehensive Tracking: Record payments through various methods.
Simplified Processes: Streamline payment management across vouchers.
Improved Flexibility: Offer tailored payment recording options.
Select multiple payment modes
How to use: Link to help article
Add Custom Logos and Detailed Fields to Thermal Bills
Platform: 📱 Mobile | 🌐 Web
What is this?
Users can now upload custom logos (*.bmp files) to personalize thermal printed bills. Additionally, more details, such as Item Code, Discount, and Tax, are now included alongside the existing fields (QTY, MRP, RATE, and AMT) for comprehensive billing.
Who is this for?
Ideal for businesses using thermal printers, aiming for personalized branding and enhanced billing transparency.
What is the value?
Professional Branding: Add your logo to make invoices stand out.
Detailed Billing: Improve transparency with expanded invoice details.
Ease of Use: Seamlessly upload and configure your logo through the settings menu.
Upload *.bmp file under menu - Logo - to print it on the thermal bill
How to use: Link to help article
Add custom fields in Business Settings and Invoice Settings
Platform: 📱 Mobile | 🌐 Web
What is this?
Users can now add unlimited custom fields to the Business Settings and Invoice Settings. This allows businesses to include additional details specific to their needs on invoices and the business details page.
Who is this for?
Perfect for businesses that require flexibility in managing unique business or invoice details, such as additional regulatory requirements, unique identifiers, or extra notes.
What is the value?
Enhanced Flexibility: Add as many custom fields as needed for detailed record-keeping.
Improved Personalization: Tailor invoices and business settings to match specific business or client requirements.
Streamlined Operations: Eliminate limitations of fixed fields for better organization.
Add unlimited custom fields in business settings
Add unlimited custom fields in invoice settings
How to use: Link to help article