🚨 Redesigned Invoice Creation Screen

Platform: 🌐 Web

What’s New

1. Focused, Full-Screen Billing Experience

Creating an invoice now opens in a dedicated full-screen mode.

The side menu stays hidden while users create the invoice, helping them focus on billing without distractions. Once the invoice is complete, users can click Exit to return to the rest of the app.

2. Preview the Invoice Before Saving

A new Edit / Preview toggle lets users instantly switch between:

• Entering or editing invoice details

• Checking how the final invoice will appear to the customer

This helps users identify missing details, formatting issues, or incorrect information before saving or sharing the invoice.

3. Rearrange Items Using Drag and Drop

Users can now drag and drop invoice items to rearrange their order directly on the invoice creation screen.

This makes it easier to organize invoices without deleting and adding items again.

4. Cleaner and Better-Organized Layout

The invoice creation screen is now divided into clear sections:

• Bill To

• Ship To

• Invoice Details

• Item Table

Secondary fields such as notes, discounts, and additional information are available through simple + Add actions, keeping the main screen clean and uncluttered.

5. More Fields Under Invoice Details

Users can now add more information directly to an invoice, including:

• PO Number

• E-Way Bill Number

• Vehicle Number

• Due Date

The Due Date field is optional.

6. All Invoice Settings in One Place

A new Quick Settings panel brings invoice customization options together in one organized place.

Users can open Quick Settings using the settings icon available near:

• Invoice Details

• Party Details

• Item Table

Settings are grouped into:

• Invoice

• Party

• Item Table

From this panel, users can control fields, columns, display options, invoice prefix, and sequence number.

They can also create:

• Invoice custom fields

• Party custom fields

🚚 Generate e-Way Bills for Delivery Challans

Platform: 🌐 Web
Status: Already Live

Help Article - https://knowledge.mybillbook.in/en/help/articles/9141249-how-to-use-the-new-e-way-bill-and-e

What’s New

1. e-Way Bill Generation for Delivery Challans

Users can now generate an e-Way Bill directly for a Delivery Challan.

This helps businesses track goods being transported under a Delivery Challan and maintain the required GST-compliant movement records.

2. Select Supply Type and Sub-Supply Type

While generating the e-Way Bill, users can select:

• Supply Type

• Sub-Supply Type

This allows users to choose the transaction type that matches the reason and direction of goods movement.

3. Fields Based on Transaction Direction

The e-Way Bill form automatically displays the relevant fields based on the selected transaction direction.

This reduces unnecessary fields and helps users enter the correct dispatch, shipping, receiving, and transportation details.

↩️ Generate e-Way Bills for Credit Notes and Sales Returns

Platform: 🌐 Web
Status: Already Live

What’s New

1. e-Way Bill Support for Returned Goods

Users can now generate e-Way Bills for:

• Credit Notes

• Sales Returns

This helps businesses record and track the physical movement of goods being returned by a customer.

2. Automatically Selected Transaction Details

For Credit Notes and Sales Returns, myBillBook automatically sets:

• Supply Type: Inward

• Sub-Supply Type: Sales Return

This reduces manual selection and ensures that the transaction is recorded as the inward movement of returned goods.

Note

Unlike Sales Invoices, users cannot generate an e-Invoice and e-Way Bill together for a Credit Note or Sales Return.

When both documents are required, the e-Invoice and e-Way Bill must be generated separately.

🧾 Generate e-Invoices for Sales Returns

Platform: 🌐 Web
Status: Already Live

What’s New

1. Generate an e-Invoice from a Sales Return

Users can now generate an e-Invoice directly from the Sales Return preview screen.

A new Generate e-Invoice option is available after the Sales Return has been created and saved.

2. Simplified e-Invoice Cancellation

The Sales Return preview screen now includes a single Cancel e-Invoice button.

This makes the cancellation option easier to find and simplifies the overall cancellation flow.

3. Updated Cancellation Flow for Sales Invoices

The e-Invoice cancellation modal for regular Sales Invoices has also been updated.

Users must now select the mandatory:

“I have cancelled e-Way Bill”

checkbox before completing the e-Invoice cancellation.

💳 Smarter Invoice Sorting & Filtering in Payment In

Platform: 🌐 Web

What's New

1. Sort Invoices Your Way

Users can now choose the order in which invoices appear during Payment In.

Available sorting options:

• Invoice Date (Ascending/Descending)

• Due Date (Ascending/Descending)

This helps users settle payments based on their preferred workflow, whether clearing oldest dues first or prioritizing recent invoices.

2. Filter Invoices by Date Range

Users can now apply a date range filter to display only relevant invoices during payment settlement.

This makes it easier to:

• Focus on a specific billing period

• Settle payments for selected date ranges

• Reduce clutter when handling large numbers of invoices

3. Easier Settlement While Editing

Selected invoices now remain pinned at the top when users edit settlement details.

This ensures important invoices stay visible throughout the settlement process and reduces the need to search for them again.

Help Article Link -https://mybillbook.featurebase.app/dashboard/articles/bjiomlgvyom2npw3/6591145

🗂️ Assign Categories to Multiple Items in One Go

Platform: 🌐 Web

What's New

1. Assign Categories to Multiple Items at Once

Users can now select multiple items from the Items List and assign a category in a single action.

Simply:

• Select multiple items

• Click Assign Category

• Search and choose the desired category

2. Alphabetically Sorted Category Lists

Category dropdowns across item-related flows are now sorted from A–Z, making categories easier to find.

Note

Category assignment is processed in the background. If updates do not appear immediately, refresh the page after processing is complete.

Help Article Link - https://mybillbook.featurebase.app/dashboard/articles/bjiomlgvyom2npw3/4798602

📲 One-Click WhatsApp Payment Reminder

Platform: 🌐 Web

What's New

1. Send Reminders Directly from Party List

A new WhatsApp icon is now available beside the outstanding balance in the Party List.

Users can instantly start sending payment reminders without opening additional screens.

2. Quick Access from Party Details

A new Send Reminder button has been added to the Party Details page header.

3. Auto-Drafted Reminder Messages

Quick Ship automatically opens WhatsApp Web with a pre-filled payment reminder message, helping users send reminders faster and with fewer clicks.

Help Article Link - https://mybillbook.featurebase.app/dashboard/articles/bjiomlgvyom2npw3/2643477

Scan & Record Purchase Bills (Powered by Mira AI) – More Accurate and Faster

Platforms: 🌐 Web | 📱 Android

What's New

1. Faster Saves

The "We'll notify you" waiting screen is mostly gone. Tap Save, and most purchases are ready in a couple of seconds — no background wait needed. If it takes longer, you can continue using the app without getting blocked.

2. Mira AI Remembers Your Corrections

Suppliers often write item and party names differently from how you store them. "White cement 50 kg" on their bill, "JK Birla White Cement 50kg" in your books. Until now, you had to match these manually on every bill.

Now, Mira AI remembers your corrections and applies them automatically on future scans.

• Map a supplier's name to your inventory item → remembered

• Rename a new item to match your convention → remembered

• Correct a wrong auto-match → previous memory overwritten with your latest correction

One person corrects, everyone in the business gets the fix. Works automatically — no setting needed.

You'll see a toast confirming when a correction is stored, and a ✨ spark icon when it's applied on a future scan.

👉 Help Article: 

https://knowledge.mybillbook.in/en/articles/6335689

Purchase OCR Improvements – Smarter Feedback & Faster Flow

Platforms: 📱 Android

Two key improvements to Purchase OCR - one to help us understand where it goes wrong, and one to make the save flow noticeably faster.

What's New

1. OCR Feedback After OCR creates a purchase, users will now see a quick 👍 / 👎 feedback option on the purchase voucher.

• If they tap 👎, they can pick a reason or type their concern manually

• This helps the product team investigate failures and prioritize fixes

• For Sales/CS: If a customer says "OCR is wrong," ask them to tap 👎 on that voucher so the issue gets captured with full context

2. Faster Save Flow The "We'll notify you" waiting screen is mostly gone.

• For most users, they'll land directly on the Purchase Voucher within a couple of seconds after saving

• The 👍 / 👎 feedback option appears right there on the voucher

• If processing still takes longer in some cases, users get an option to continue in the background — no one gets blocked.

Discount on MRP – Show Customer Savings on Every Invoice

Platforms: 🌐 Web | 📱 ODA | 🤖 Android | 🍎 iOS

Businesses can now display the discount given on MRP directly on item details and sales vouchers - making savings visible to customers and speeding up counter billing.

What's New

1. Smart Discount Calculation

• Auto-calculates: Discount on MRP = MRP – Sales Price (before tax)

• Displayed in both % and ₹ amount

• Only shown when discount value > 0

• An info icon beside MRP explains the formula

2. Settings Control

• "Discount on MRP" is checked by default when MRP is enabled

• Can be toggled ON/OFF independently

• Disabling MRP automatically disables Discount on MRP

• Consistent behavior across Web & Mobile

3. Item & Batch Level Visibility

• Visible in Item Pricing Details during creation, editing, and batch creation

• Only appears when MRP setting is ON

4. Sales Voucher Support Available in: Sales Invoice, Automated Bills, Quotation, Sales Return, Delivery Challan, Proforma Invoice

• Not visible in Purchase Vouchers

• Editing MRP from an invoice affects only that invoice (not inventory)

5. Print Support

• Reflected across invoice themes

• Available in new thermal prints (Web)

• Not yet in Android & iOS 3-inch thermal bills

👉 Help Article
👉Help Video

Item Level Discount – Set Once, Apply Every Time

Platforms: 🌐 Web | 📱 ODA

Set a default discount at the item level and let it auto-apply on every sales transaction — no more remembering or re-entering discounts manually.

What's New

1. Default Discount in Item Master

• Set discount inside Inventory → Item → Pricing Details

• Auto-applies on: Sales Invoice, Estimate/Quotation, Proforma Invoice, Credit Note, Delivery Challan

• Still editable directly from the invoice screen when needed

2. Discount Types & Guardrails

• % (Default) → Range: 0%–99%

• Amount → Cannot exceed Item Selling Price (before tax)

• Bulk Edit → % only (clearly communicated)

• Works across Wholesale & PWIP pricing

• For Batched/Serialized items → Discount applies on item, not batch

3. Access Control Available for: Admin, Partner, Stock Manager, Accountant

👉 Help Article 
 👉Feature Video

Invoice Cancellation – Cancel Without Losing the Record

Platforms: 🌐 Web | 📱 ODA | 🤖 Android | 🍎 iOS (View Only — cancellation not supported on iOS)

You can now cancel invoices instead of deleting them — keeping invoice numbers intact, improving GST compliance, and maintaining cleaner records.

What's New

1. Cancel Instead of Delete

• Invoice numbers stay on record (no gaps in sequence)

• Improves GSTR-1 reporting accuracy

• Invoice doesn't disappear — it's marked as cancelled

2. Easy Cancellation

• Cancel from within the Invoice Details page or directly from the Sales Invoice list

• A cancellation reason is required for tracking and reporting

3. Cancelled Invoice PDF

• View, download, or share the cancelled invoice PDF even after cancellation

4. Delete After Cancellation

• A cancelled invoice can still be deleted if needed

• Once deleted, it cannot be restored

5. Payment Handling

• If the invoice had recorded payments at time of creation, those entries are removed on cancellation

• Payments recorded separately via Payment IN are delinked and moved to the party balance

• Important: All invoices deleted or cancelled before March 31st will be included in GSTR-1 reports. From April 1st onwards, only cancelled invoices will appear in GSTR-1 — deleted invoices will be excluded.

👉 Help Article

👉Feature Video

Payment-In Discount - Settle Invoices with Clarity

Platforms: 🌐 Web | 📱 Android | 🍎 iOS

Clear off pending invoices or offer early-payment / cash discounts at the time of receiving payment - without editing existing invoices or making manual adjustments.

What’s New

1. Discount at Payment Time

You can now apply a Payment-In Discount while recording a payment from a customer.

• Ideal for last-minute negotiations or early-payment incentives

• Original invoice remains unchanged (GST-safe and audit-friendly)

• Discount is recorded separately as Discount Allowed

2. Complete Payment Breakdown

Before saving a payment, you’ll see a clear calculation:

Invoice Amount → Pending Amount → Amount Received → Payment-In Discount → Balance

This ensures full transparency and eliminates confusion around settlements.

3. Works with Part Payments & Multiple Invoices

• Apply discounts across multiple partial payments for the same invoice

• Distribute one discount across multiple pending invoices automatically

• You can edit the discount distribution anytime before saving

4. Accurate TDS & Accounting

• If TDS is applicable, it is calculated on the discounted amount

• Ledger postings are automated:

  • Discount recorded as an expense

  • Net received amount reflected correctly in Cash/Bank

• Ensures accuracy in:

  • Ledgers

  • P&L

  • Cash/Bank statements

5. Clear Reporting & Audit Safety

• Payment-In Discounts are tracked separately from invoice-level discounts

• Fully visible in:

  • P&L (Discount Allowed)

  • Cash/Bank statements

  • Standard reports (no separate report needed)

6. Payment-Out Discounts (Bonus)

You can now also record cash discounts received from suppliers while recording a Payment-Out, with correct income and ledger treatment.

7. Improved Payment History (Android)

• New shortcut to Payment History from invoice preview

• Tap any Payment-In to view or edit:

  • Linked invoices

  • Discount applied

  • TDS details

Why This Matters?

• No more credit notes or negative adjustments

• GST filings remain untouched

• Faster settlements, cleaner books, and clearer audits

Who is this for?

• SMEs/MSMEs offering quick-payment or cash discounts

• Businesses with TDS obligations

• Accountants and bookkeepers managing clean ledgers

Link to help article:

👉 Help Article

Stock Value With / Without Tax - Inventory You Can Trust 📊

Platforms: 🌐 Web | 📱 Android | 🍎 iOS

You can now choose how your inventory is valued — with tax or without tax — so your stock reports, P&L, and balance sheet match exactly how you and your accountant work.

What’s New

1. Flexible Stock Valuation

You can now select how stock value is calculated across your business:

• Purchase Price with tax

• Purchase Price without tax

• Sales Price with tax

• Sales Price without tax

This gives you full control over whether GST is included in your inventory value.

3. One Setting, Applied Everywhere

Your selected stock valuation method is applied consistently across:

• Items & Inventory

• Stock Summary Report

• Low Stock Summary

• Profit & Loss (Closing Stock, Gross & Net Profit)

• Balance Sheet (Inventory in Hand)

No mismatches. No reconciliation surprises.

4. Automatic Recalculation

Change the setting anytime.

• Stock value per item updates instantly

• Totals, P&L, and Balance Sheet recalculate automatically

• No manual corrections or re-entries required

5. Web & Mobile Parity

• Same controls and explanations on web and mobile

• Quick access from Item Settings

• Helpful tooltips available directly from item and inventory screens

Why This Matters

• Aligns stock valuation with real accounting practices

• Prevents confusion around GST input credit

• Reduces refund-related churn caused by “wrong stock value”

• Builds confidence in reports shared with accountants and auditors

Who Is This For?

• Businesses tracking GST accurately

• Owners reviewing P&L and balance sheet regularly

• Accountants and finance teams reconciling inventory

• New users setting up inventory correctly from day one

Link to help article:

👉 Help Article

Solar GST Update - Introducing the New 8.9% GST Slab

Platforms: 🌐 Web | 📱 Android | 🍎 iOS

The Government of India recently revised GST for the solar industry. MyBillBook now fully supports the new 8.9% effective GST rate across all platforms — allowing solar businesses to invoice with full compliance.

What’s New

We’ve added support for the 8.9% composite GST rate for solar goods + services.
This rate comes from the newly announced 70:30 rule:

• 5% GST on solar goods

• 18% GST on related services

• Applied using a 70% (goods) : 30% (services) split

• Results in an effective GST rate = 8.9%

Users can now select 8.9% GST directly from their tax settings while creating invoices.

The older 13.8% custom slab will continue to remain available for businesses still using it.

What is the value?

• Supports the latest solar GST structure announced by the government.

• No manual calculations or custom rate setup needed.

• Composite supply breakup remains consistent across invoices.

Who is this for?

• Solar EPC companies

• Installers & integrators

• Distributors & dealers

• Anyone selling solar goods bundled with services

SharedLedger Portal - Portal for your customers to access all their Invoices, and check pending balances

Platform: 🌐 Web 📱 Mobile

The Customer Portal allows users to share a single link with their customers or suppliers, giving them access to their invoices, outstanding balances, and online product catalog - all in one place.

When users share an invoice via WhatsApp, the recipient can view the shared invoice directly and log in with their registered mobile number to access their entire transaction history.

This feature is perfect for:

• Businesses that frequently share invoices with customers.

• Users managing multiple customers and outstanding balances.

• Retailers and wholesalers using the online store/catalog feature.

What is the value?

• ✅ Reduces back-and-forth by giving customers self-serve access.

• ⏳ Speeds up collections by showing real-time balances.

• 📊 Increases clarity and trust with transparent invoice history.

What’s included:

• Party Portal link sharing directly from the “Party” screen.

• Invoice view + complete invoice history for logged-in customers.

• Balance Receivable/Payable view with real-time ledger.

• Online catalog access via “Shop More” CTA.

Link to help article with detailed video:

👉 Help Article / Setup Guide

Smart Bank Statement Reconciliation with AI

Platform: 🌐 Web

AI Recon enables users to upload their bank statements directly from the Payments tab to automatically reconcile transactions against unpaid sales invoices using AI. The tool supports CSV, XLSX, and XLS formats up to 5 MB, with a one-month date range limit.

This feature is perfect for:

• Users managing a high volume of bank transactions and unpaid invoices.

What is the value?

• Saves time by automating reconciliation.

• Reduces errors with AI-powered confidence scoring.

• Enhances visibility on pending payments and unmatched transactions.

How to use: Link to help article

Generate Elegant Invoices with the New Luxury Theme

Platform: 🌐 Web 📱 Android

The Luxury Theme is a premium invoice design introduced to improve brand perception. It's automatically showcased first during onboarding and also applied when invoices are shared via WhatsApp, even if a different theme is currently selected.

This feature is perfect for:

• Businesses aiming to deliver a more polished and premium brand image.

What is the value?

• Instantly enhances invoice presentation.

• Drives adoption via onboarding and sharing defaults.

• Ensures consistent branding in WhatsApp shares.

How to use: Link to help article

How to Auto-Enter Purchase Bills & Update Stock from a Photo in MyBillBook

Platform: 📱 Android

The enhanced Automated Bill and Stock Entry with OCR feature allows Android users to scan and digitize purchase invoices without using credits. Users can upload PDFs or capture images to auto-extract item and party details—now faster, more flexible, and completely free.

This feature is perfect for:

• Android users who want to quickly digitise purchase bills and stock entry without manual entry - especially beneficial for retailers, wholesalers, and small businesses managing high invoice volumes.

What is the value?

• Fast scanning with AI powered OCR technology.

• Detects and tags new items and parties automatically.

• Lets users review and edit scanned invoice details before saving

How to use: Link to help article Link to Video demo