Getting Started
This section will guide you through the initial steps to get up and running with the Invoice Application. It covers installation (if applicable), the signup and login process, and the initial setup of your business information.
Installation
Choose the installation instructions that correspond to the platform you intend to use:
Electron.js Desktop Application
- Download the Installer: Navigate to the official download page [Insert Download Link Here] and select the installer compatible with your operating system (Windows, macOS, or Linux).
- Run the Installer: Double-click the downloaded file to begin the installation process. Follow the on-screen prompts, accepting the license agreement and choosing the installation location if desired.
- Launch the Application: Once the installation is complete, you can find the Invoice Application in your applications menu (Windows) or the Applications folder (macOS). Double-click the application icon to launch it.
Chrome Extension
- Open Chrome Web Store: Open your Google Chrome browser and go to the Chrome Web Store [Insert Chrome Web Store Link Here].
- Search for the Extension: In the search bar, type “Invoice Application” (or the specific name of your extension) and press Enter.
- Add to Chrome: Locate your extension in the search results and click on the “Add to Chrome” button.
- Confirm Installation: A confirmation dialog will appear, asking if you want to install the extension. Click “Add extension”.
- Access the Extension: Once installed, the extension icon should appear in your Chrome toolbar, usually in the top-right corner. Click the icon to open the Invoice Application.
React Native Mobile App (If Applicable)
The mobile application can be installed from the respective app stores:
- Android: Visit the Google Play Store [Insert Google Play Store Link Here] and search for “Invoice Application”. Click “Install”.
- iOS: Visit the Apple App Store [Insert Apple App Store Link Here] and search for “Invoice Application”. Tap “Get” and then “Install”.
Once installed, you can find the application icon on your device’s home screen or app drawer. Tap the icon to launch the Invoice Application.
Signup and Login
Once the application is installed and launched (if applicable), you’ll need to either sign up for a new account or log in if you already have one.
Signing Up for a New Account
- Open the Invoice Application on your chosen platform.
- On the initial screen, you will see options for “Login” and “Signup”. Click on the “Signup” or “Register” button.
- You will be presented with a signup form. Typically, this will require you to enter the following information:
- Your Name: Your personal or business contact name.
- Email Address: A valid email address that will be associated with your account. This will also be used for communication and potentially for password recovery.
- Password: Choose a strong and secure password. You may be asked to confirm your password.
- Review the terms and conditions and privacy policy (if provided) and check the box to agree if you do.
- Click the “Signup” or “Create Account” button to complete the registration process.
- You may receive an email to verify your email address. Follow the instructions in the email to activate your account.
Logging In to Your Account
- Open the Invoice Application on your chosen platform.
- On the initial screen, click on the “Login” button.
- Enter your registered Email Address in the designated field.
- Enter your Password in the corresponding field.
- Click the “Login” button to access your Invoice Application dashboard.
Initial Business Setup
After successfully logging in for the first time, you will likely be prompted to set up your business information. This step is crucial as the information you provide here will be used to populate your invoices.
- You may be redirected to a “Business Setup” screen automatically, or you might find a link in your dashboard settings (e.g., “Business Profile”, “Setup Business Details”).
- On the Business Setup form, you will need to fill in the following details:
- Shop Name: The official name of your business or shop.
- GST Number (Optional): If your business is registered under the Goods and Services Tax (GST) in India, please enter your GST identification number. This will be displayed on your invoices.
- PAN Number (Optional): You may also have the option to enter your Permanent Account Number (PAN).
- Address of Shop: The complete address of your business, including:
- Street Address
- City
- State
- Zip Code / Postal Code
- Country
- Double-check all the information for accuracy. Incorrect business details on invoices can lead to compliance issues.
- Once you have filled in all the required fields, click the “Save”, “Update Business Information”, or a similar button to store your business details.
Congratulations! You have now successfully installed the Invoice Application, signed up or logged in to your account, and set up your initial business information. You are now ready to explore the features of the application and start managing your business operations efficiently. Proceed to the next section, “Dashboard Overview,” to understand the main interface of the application.