BillMarg User Guide

Welcome to BillMarg

Your complete business management platform for quotations, invoices, products, stock, purchases, expenses and customer payments. Follow this quick setup guide before you start using the application.

Quick Setup Journey

Complete these steps before creating your first invoice
01

Register

Create your account using your email address.

02

Verify OTP

Verify the OTP sent to your registered email.

03

Create Password

Set a secure password for your account.

04

Configure

Complete Settings and Profile information.

05

Add Products

Add products, pricing, GST and opening stock.

06

Start Billing

Create quotations, invoices, purchases and expenses.

1. Create Your BillMarg Account

Register your business account and secure your login.

1
Enter your Email Address Start registration by entering a valid email address. This email address will be used for account verification and login.
2
Verify Email with OTP An OTP will be sent to your email address. Enter the OTP to verify your email successfully.
3
Enter Your Basic Information Provide your name and contact number and complete the registration process.
4
Create Your Password Set a strong password for your BillMarg account.
5
Login to BillMarg After successful registration, log in using your registered email address and password.
Account Ready Once login is successful, you will be redirected to your BillMarg Dashboard.

2. Configure Application Settings

Complete your document and payment settings before starting billing.

Where to find Settings? After login, open the dropdown menu from the top-right section of the Dashboard and select Settings.
Invoice Template Select the preferred invoice template for your business documents.
Quotation Template Choose the quotation design that best represents your business.
Color & Branding Configure your preferred color code and document appearance.
UPI ID Add your UPI ID to generate a payment QR code on invoices.
Company Logo Upload your company logo to personalize your invoices and quotations.
Digital Signature Upload your signature to include it on supported business documents.
UPI Payment Made Easy When your UPI ID is configured, BillMarg can generate a QR code on the invoice so your customer can scan and make the payment conveniently.

3. Complete Your Business Profile

Keep your business information accurate and up to date.

Open Profile From the top menu, click your name and select Profile.
1
Business Name Enter your official business or company name.
2
Email & Contact Number Verify and update your business contact details.
3
Business Address Add your complete business address and other applicable business information.
4
Save Changes Review all information carefully and save your profile.

4. Add Your Products

Build your product catalogue before creating purchases or invoices.

Navigate to SCM → Product Add all products that your business normally sells. Products should be created before recording purchases.
Product Name Enter the name of the product you sell.
Selling Price Enter the price at which the product is sold.
Purchase Price Enter the purchase or cost price of the product.
GST Percentage Configure the applicable GST percentage for the product.
Opening Stock Enter the quantity currently available when setting up the product.
Minimum Stock Set the minimum stock level for inventory monitoring.

5. Manage Your Stock

Keep your inventory quantity updated whenever stock arrives.

1
Go to SCM → Stock Open the Stock section from the SCM menu.
2
Update Incoming Stock Whenever products arrive in your warehouse, update the available stock quantity.
3
Monitor Inventory Keep your product quantities updated so that your inventory information remains accurate.

6. Record Your Purchases

Maintain a proper record of products purchased for your business.

1
First Add the Product Before creating a purchase, make sure the required product already exists in the Product section.
2
Go to SCM → Purchase Open the Purchase section and select New Purchase.
3
Select Products Only products already added to your Product catalogue can be selected for purchase.
4
Save the Purchase Enter the required purchase information and save the purchase record.
Important A product must be added to the Product section before you can select it while creating a Purchase.

7. Start Managing Your Business

Once the basic setup is complete, you are ready to use BillMarg.

Quotation Create professional quotations for your customers.
Invoice Create and manage customer invoices.
Expenses Record and manage your business expenses.
Customer Payments Manage payments received from your customers.
You Are Ready to Go! After completing your account, settings, profile, products, stock and purchase setup, you can use BillMarg according to your business requirements.
BillMarg Business Management Platform  •  Simple. Professional. Efficient.
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