Frequently Asked Questions

You need to fill in the following details on the Register screen:

• Company Name (required)
• Company Type — select from the dropdown (required)
• Your Name
• Mobile Number — 10 digits, used for login and OTP (required)
• Password (required) — at least 8 characters, including an uppercase letter, a number, and a special character (@ $ ! % * ? &)
• Confirm Password (required)
• Address
• Opening Capital — the money you start with, as Cash and Online (optional)

You also need to accept the Terms & Conditions before submitting.

An OTP is sent to your mobile number. Enter the 6-digit OTP on the verification screen to activate your account. After successful verification you will be logged in automatically.

The login screen asks for your Mobile Number (the one you registered with) and your Password. There is also an Omit Next Time checkbox — when enabled, the app saves your credentials and pre-fills them the next time you open the login screen.

Wait 30 seconds, then tap Resend OTP on the verification screen. Make sure the mobile number you entered is correct and that your phone has network coverage.

Tap Forgot Password? on the login screen. The reset flow has three steps:

1. Enter your registered Mobile Number and tap Send OTP.
2. Enter the 6-digit OTP received on your phone.
3. Enter your New Password and Confirm Password, then tap Submit.

The app logs you in automatically after a successful reset.

Go to the Menu tab, tap Settings, and tap Logout under Account Settings. Confirm the action in the dialog that appears.

The fastest way is in-app: go to Menu → Settings → Delete Account under Account Settings, enter a short reason, and confirm. This deletes your company profile, customer and supplier records, products, sales/purchase transactions, reports, and billing details immediately and logs you out of every device — it cannot be undone.

If you can't access the App, you can request deletion by email instead — see our Account Deletion page for the steps.

The first time you open the app, a language selector appears so you can choose your preferred language. After you pick one it will not appear again unless you change the language from the login screen.

Smart Sales Ledger sends a push notification when your subscription renews or is about to expire, so you're never caught off guard mid-billing-cycle. To turn these off, go to Menu → Settings and tap Notification under General — this opens your phone's system notification settings for the App, where you can disable them.

If our servers are down for scheduled maintenance, the App shows a full-screen Under Maintenance notice instead of failing randomly mid-action. Tap Retry to check again — the screen clears itself automatically the moment maintenance ends, and takes you back to where you were.

Occasionally everyone is required to be on a minimum app version — for example, when an update fixes a security issue. If your installed version falls below that minimum, an Update Required screen appears with an Update Now button that opens the Play Store / App Store directly. There is no skip option; the App can't be used until you update.

The Add Customer form collects:

• Avatar — choose a profile picture from the grid (required)
• Name (required)
• Mobile Number — 10 digits (optional)
• Address (optional)
• Landmark (optional)
• Opening Balance — optional; see below

Yes — tap the contacts icon next to the Mobile Number field on the Add Customer form to open your phone's contact list. Pick a contact and their name and number fill in automatically. The same shortcut is available when adding a supplier or a staff member.

If a customer (or supplier) already had a pending balance before you started using Smart Sales Ledger, enter it in the optional Opening Balance section on the Add form so your records are accurate from day one. Set the amount and use the “You will get” / “You will give” toggle to say who owes whom — You will get means the customer owes you (receivable), You will give means you owe them (payable). Amount and direction are entered together — leave both blank to skip it entirely.

Yes. If you skip it when adding the customer, or it fails to save, you can add it afterwards directly from their ledger screen. To change an opening balance already recorded, tap the opening balance entry in the ledger and choose Edit — the amount, direction, and note can all be updated the same way as a regular entry.

On the Customer List screen, type in the search bar to filter by name or mobile number in real time. Tap the filter icon to further narrow the list by balance status:

• All — show every customer
• Receivable — customer owes you money
• Payable — you owe the customer
• Settled — balance is zero

Open the customer's ledger screen and tap the Edit button (pencil icon) on the customer info card at the top. Update the fields you want to change and tap Update.

Go to the Customer List screen and swipe the customer card to the left. A delete action will slide in from the right side. Note: only customers with a Settled balance (zero outstanding amount) can be deleted — if the customer still has an outstanding balance the deletion will be blocked. Settle all entries first, then delete. A confirmation dialog appears before the customer is permanently removed.

Inside the customer's ledger screen, the info card at the top has three icon buttons:

• Edit (pencil) — opens the edit form to update customer details.
• Call (phone) — dials the customer's mobile number directly. Visible only if a mobile number is saved.
• Message (chat bubble) — opens a share sheet to send a payment reminder. Available only when the customer has a receivable balance and a mobile number.

The balance is the total outstanding amount for that customer — calculated as total sale amount minus total payments received. The colour indicates the status:

• Receivable — customer owes you money (amount is positive).
• Payable — you owe the customer (advance/excess payment).
• Settled — no outstanding amount.

Go to the Inventory tab (second icon in the bottom navigation). Fill in the form — Date, Customer, Product, Quantity, Price (auto-filled from the product but editable), and GST rate (pre-filled from the product's default tax, changeable per line). Quantities can include decimals, such as 2.5 kg. An optional Received Amount can be added if the customer paid at the time of sale — when you enter one, choose whether it was paid by Cash or Online. The net amount, GST, and Total Amount are calculated automatically. Tap Save to record the entry. You can also reach this form from a customer's ledger screen by tapping the Inventory button in the bottom action bar — the customer will be pre-selected.

Yes. On the sale entry form, tap Add Product below the product row to add another product line — each with its own Quantity and Price. Add as many products as the sale needs; you can only pick a given product once per entry, and each row can be removed except the last one. All the line totals combine into a single Total Amount, and one Received Amount applies to the whole entry.

Open the customer's ledger screen and tap the sale entry card. In the dialog that appears, tap Edit. This takes you to the Inventory screen with the entry pre-filled. Change the date, quantity, price, or received amount as needed and tap Edit to save.

On the customer's ledger screen, tap the month/year card at the top (next to the balance card). A month picker will open — select the month and year. The entry list will reload to show only that period.

If the selected product has stock management enabled, the app checks available stock before saving. If the quantity you entered exceeds the available stock, a message shows the current available quantity and the entry is blocked until you reduce the quantity or restock the product.

Open the customer's ledger screen and tap the Payment button in the bottom action bar. A dialog opens where you enter a short note/remark, the Payment Amount, and the Payment Mode (Cash or Online). Tap Save — the customer's outstanding balance is updated immediately.

On the customer's ledger screen, find the payment entry in the list. Tap it to open the entry details dialog, then use the Edit or Delete option. The customer's balance will recalculate after the change.

Yes. When adding a sale entry in the Inventory tab, fill in the Received Amount field with whatever amount the customer paid at that moment and choose Cash or Online. The remaining balance (Total Amount minus Received Amount) will show as outstanding on the customer's ledger and under Not Received on your dashboard.

The Add Product form has these fields:

• Product Image — pick from camera or gallery (optional)
• Product Name (required)
• Price — price per unit in ₹ (required)
• Tax — default GST rate for this product: 0%, 5%, 12%, 18%, or 28% (optional)
• Raw Material — mark the item as a raw material used to make other products (owner and partners only)
• Unit — kg, g, litre, ml, metre, cm, or unit (for raw materials)
• Manage Stock — toggle whether the app should track and limit stock for this product (optional)
• Stock — opening stock quantity; decimals such as 2.5 are allowed (optional)

On the Product List screen, tap the product you want to change. This opens the Edit Product screen with the current values pre-filled. Update the fields and tap Update. To delete the product, tap the Delete button shown in the action bar. A confirmation dialog appears before the product is permanently deleted.

When Manage Stock is enabled, the app tracks the available quantity for that product. Each sale entry deducts from the stock and the app will not allow a sale quantity that exceeds what is in stock. When disabled, the app does not track or check stock for that product.

A raw material is a product you use to make other products — for example flour, sugar, or oil. Mark it as Raw Material when adding the product and choose its unit (kg, g, litre, ml, metre, cm, or unit). Only the owner or a partner can add, edit, or delete raw materials.

Open a finished product and tap Add Raw Material. Choose each raw material and enter how much of it one unit of the product uses, with its unit — for example 0.25 kg of flour per piece. When you add stock of the finished product or sell it, the raw material stock is reduced automatically. Units are converted for you, so a recipe in grams works with raw material stock kept in kilograms.

Yes. Choose GST 0%, 5%, 12%, 18%, or 28% for each product. When you record a sale or purchase, the rate is pre-filled from the product and can be changed for each line. The net amount, GST amount, and total are shown separately, and reports and PDFs include your total GST.

No. The app calculates GST on your entries so your records are clear, but it does not file GST returns or check that the rates you choose are correct. Please check with your accountant for filing.

Every amount you receive or pay — at the time of a sale or purchase, as a later payment, or as an expense — is marked Cash or Online. Your dashboard then shows your Cash in Hand and Online balance separately.

The money you start the business with, entered as Cash and Online when you register or later in your company profile. It is added to your Cash in Hand and Online balance on the dashboard.

Not Received is the sales amount your customers still owe you. Not Paid is the purchase amount you still owe your suppliers. The dashboard also shows cash and online sales and purchases separately.

First create your own expense categories — for example Rent, Salary, Transport, or Electricity. Then add an expense with its category, amount, date, and Cash or Online mode. Your cash balance and the expense totals on the dashboard update automatically.

No. Expenses are available only to the owner and partners.

A Partner is a co-owner with the same full access as the owner. Managers and Staff are employees whose access you control from the role permission screen. How many partners and staff you can add depends on your subscription plan.

Open the Partner screen from the owner menu and enter the partner's name, mobile number, and a password. An OTP is sent to the partner's mobile number, and it must be verified before they can log in.

Go to Menu → Staff and tap Add Staff. Enter the staff member's Name, Mobile Number (or pick them from your phone contacts using the contacts icon), a Password (at least 8 characters with an uppercase letter, a number, and a special character), and choose a Role — Manager or Staff. Once saved, they can sign in on their own device using the Staff Login screen.

It depends on their role. On the role permission screen you choose, separately for Managers and Staff, whether they can View, Add, Edit, or Delete in each of these areas:

• Customers
• Products
• Inventory (sale entries)
• Payments

A change applies to everyone with that role. The Home dashboard, reports, expenses, suppliers, subscription, and company settings always stay with the owner and partners.

Staff sign in from a separate Staff Login screen using the mobile number and password you set for them. It is not the owner's account, so staff only see the areas their role allows and never see your dashboard, reports, or subscription details.

Open Menu → Staff and tap the staff member to open their profile, then tap the Edit button to update their name, mobile number, password, or role. To remove access, delete the staff member from the same screen — this immediately revokes their login.

If your company moves to a plan with a lower staff or partner limit, the extra accounts are blocked and see a message asking them to contact the owner. Remove some staff or partners, or upgrade your plan, to restore access.

Alongside your customer sales ledger, Smart Sales Ledger keeps a mirror-image ledger for what you buy: suppliers you purchase stock from. It tracks purchases, payments you make, and your running payable balance, the same way the customer side tracks what people owe you.

On the Home dashboard, tap the Customer / Supplier toggle at the top. Switching to Supplier changes the Inventory tab into a Purchase tab and the Customer tab into your Supplier list, while your dashboard stats update to show supplier data instead of customer data.

With the Supplier toggle active, add a supplier the same way you add a customer — name, mobile number, and address. Then use the Purchase tab to record what you bought from them: date, product, quantity, and price, with the GST rate for each line and an optional amount paid at the time of purchase (Cash or Online). Just like a sale, you can tap Add Product to include several products in the same purchase entry.

Open the supplier's ledger and tap Payment, the same action used on the customer side. Enter the amount you paid, the payment mode (Cash or Online), and a remark; the supplier's outstanding payable balance updates immediately.

Yes. When the Supplier toggle is active, the Home dashboard surfaces your top suppliers by purchase value, alongside your top products, so you can see at a glance who you buy the most from.

Open that customer's ledger screen and tap the report icon next to their balance card at the top — it takes you straight to their report with the customer already selected. Choose a period — Today, Yesterday, This Week, Last Week, This Month, Last Month, This Year, Last Year, a Custom Range, or All — and the report loads automatically, showing Total Sales, Total Payment, and Total Balance for that period. You can also filter payments by Cash or Online.

PDF download is available only on subscription plans that include this feature. If your plan supports it, a Download button appears on the report screen after the data loads. Tap it to save the PDF to your device and open it. The PDF is created in your app language. PDF download is not available for the This Year and Last Year periods because the file would be too large — choose a shorter range instead.

The report requires a customer to be selected. If you opened it from the customer's ledger screen this is done for you automatically; if the report area still shows a prompt, choose a customer and a valid date range and the data will load.

Yes — tap the Report tile on the Menu screen. This opens the Overall Report, which totals sale, payment, and balance figures across all your customers or all your suppliers for the period you choose — no need to pick a party first. It's the quickest way to see how the business is doing as a whole, alongside the per-customer report above.

Yes. The Product-wise Sales Report shows the total quantity sold for each product over the period you choose — for one customer or for all customers — and can be downloaded as a PDF on supported plans.

Yes. New accounts receive a 1-month free trial of the Premium plan. During this trial, you can access all Premium features at no cost. After the trial ends, a subscription is required to continue using Premium features.

Go to Menu → Subscription. The screen shows your current plan and available upgrade options. Tap the plan you want and follow the payment flow through the Google Play Store or Apple App Store.

Each plan sets how many customers, suppliers, staff, and partners you can add. When you reach a limit, the app shows a message and prompts you to upgrade. Records already added remain accessible; you just cannot add more until you upgrade.

Banner ads may appear on certain screens depending on your subscription plan. Paid plans that include ad removal will not show ads.

The app supports 10 languages: English, தமிழ் (Tamil), हिंदी (Hindi), বাংলা (Bengali), मराठी (Marathi), తెలుగు (Telugu), ગુજરાતી (Gujarati), ಕನ್ನಡ (Kannada), മലയാളം (Malayalam), and ਪੰਜਾਬੀ (Punjabi). Report PDFs are also generated in the language you choose.

The very first time you open the app, a language selection popup appears automatically before the login screen. Tap the language you prefer and the entire app switches to that language immediately.

You can change the language from two places:

• Login screen — tap the language button at the top (shows the current language name). The language grid appears; tap the one you want.
• Menu tab → Language — after logging in, go to the Menu tab and tap Language. The same language grid appears; tap to switch instantly.

The app switches to the selected language immediately without needing to restart.