Billing Pro Help Guide
Use this quick reference to master every feature of your offline billing suite.
Invoices
- Create: Click Create Invoice or press
Ctrl + Nto open the invoice form. - Edit Items: Use the product dropdown or type item descriptions manually; totals update automatically.
- Save: Hit Save Invoice or press
Ctrl + Sto store the draft in IndexedDB. - Download PDF: Open an invoice and choose Download PDF to export the styled document.
- Print: Use the Print option inside the invoice preview window.
Customers & Products
- Add Customer: Navigate to Customers and click New Customer to store contact and GST details.
- Add Product: Use the Products panel to define SKU, HSN/SAC, price, and tax rate.
- Quick Add: While creating an invoice, choose Quick Add Customer to insert a new record without leaving the form.
Data Safety
- Backup: Open Settings → Backup Data to download a JSON file containing all customers, products, invoices, and preferences.
- Restore: Use Settings → Restore and select the backup file to repopulate Billing Pro on a new machine.
- Storage: All records are saved offline using your browser’s IndexedDB (approx. 2 GB capacity per browser profile).
Shortcuts & Tips
- Global Search: Press
Ctrl + KorCtrl + Fto instantly focus the search bar. - Autosave Reminder: Billing Pro autosaves drafts periodically, but use
Ctrl + Safter large edits. - Theme: All UI updates are cosmetic; functionality remains intact across dashboard, reports, and PDF templates.