Getting started

Does Receipt Book have a referral programme?

Yes. Every account gets a link in Settings → Refer a friend. Businesses that sign up with it get their first paid month free, and you earn a share of what they pay, paid in cash to your UPI or bank. Details and current rates are on the Refer and earn page (/refer).

Do I need to sign up to make an invoice?

No. Open the editor, fill in the invoice and download the PDF without an account. Sign up free only when you want to save documents, keep customers or send invoices on WhatsApp and email.

Which documents can I make?

Thirteen types: invoice, bill of supply, quote or estimate, proforma invoice, sales order, credit note, receipt, delivery challan, packing slip, purchase order, work order, statement and timesheet. They all use the same editor.

Does it work on my phone?

Yes. Receipt Book runs in any phone browser and can be installed on your home screen like an app (Add to Home screen). No separate download is needed.

Can I add my logo and signature?

Yes. Upload your logo in Settings and it appears on every document. A paid plan removes the "Made with Receipt Book" footer and unlocks more designs.

GST and invoices

Is the invoice GST compliant?

Yes. Add your GSTIN, the customer's GSTIN, HSN or SAC codes and the place of supply. Tax is split into CGST + SGST for sales in your state or IGST for other states, as the GST invoice rules require.

Can I make an invoice without GST?

Yes. If you are not registered, leave the GST fields empty and the invoice shows no tax.

Can I get GSTR-1 and GSTR-3B reports for my CA?

Yes, on Get Paid and Business plans. GST reports build every GSTR-1 table (B2B, B2C, exports, credit notes, HSN summary, documents issued) and the GSTR-3B summary from your invoices, monthly or quarterly. Download them in Excel or CSV, or as the GSTR-1 JSON your CA uploads to the GST portal. A sales register, customer-wise GST, year summary for GSTR-9, receivables ageing and checks before filing are included.

Is there anything for my CA or tax consultant?

Yes. Share your GST reports with your CA in one click on Get Paid and Business. They see every client who shares on a free CA Desk, ranked by filing readiness, with Notice Risk Radar (12 checks for patterns that trigger GST notices), a monthly A–F health card and the GSTR-1 JSON ready to upload. Access is read only and you can stop it at any time.

Does Receipt Book do e-invoicing (IRN) or e-way bills?

Not yet. Both are planned. Today Receipt Book makes regular tax invoices.

How does invoice numbering work?

Each document type has its own series (INV-, QT-, RCT-…) and the next number is filled in for you. You can change the prefix to start a new series each financial year.

Can I bill in dollars or another currency?

Yes. Choose the currency on the document; totals and the PDF use it.

Sending and getting paid

How do I send an invoice on WhatsApp?

Tap Share, choose WhatsApp and pick the contact. Your customer gets a link to view and download the invoice, with a Pay by UPI button that opens GPay, PhonePe or Paytm.

Will I know when my customer opens the invoice?

On Get Paid and Business plans, yes: you see when the share link was viewed and when the email was opened.

Can Receipt Book remind customers to pay?

Yes. On Get Paid and Business plans, overdue invoices get polite payment reminders by email automatically. WhatsApp reminders are sent by you with one tap.

Plans and billing

How much does Receipt Book cost?

Free is ₹0 with unlimited documents and PDFs and 10 sends a month. Send is ₹99 a month, Get Paid ₹199 a month and Business ₹499 a month. Yearly billing gives 2 months free.

Is there a free trial?

Yes. Every new account gets 14 days of the Business plan free, without a card. After that you stay on Free unless you choose a plan.

Can I cancel any time?

Yes, from Settings → Plan. You keep the plan until the end of the month you paid for, then move to Free. Your documents and customers stay.

Can my staff use the same account?

Yes, on the Business plan: invite up to 5 people as Admin or Staff. Staff see only their own documents. Extra places can be added.

Data and security

Is my data safe?

Each business's data is kept separate, passwords are stored with Argon2id, all traffic is encrypted (HTTPS) and you can turn on two-step login with an authenticator app.

Can I download all my documents?

Yes. Export your documents list from the Documents screen at any time, and download any document as a PDF.

Can I delete my account?

Yes, from Settings. Deleting the account also cancels any paid plan straight away.

Get paid on time, every time.

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