Getting Started
1 Register Your Account
Go to the registration page and fill in your company details. You'll receive a verification email. Click the link to activate your account.
2 Log In
Use your email and password to log in at the client login page. You'll be taken to your dashboard.
3 Your Dashboard
The dashboard shows your current plan, quick actions, and access to all features. Click "Launch App" to open your business tools.
Invoicing
1 Search for a Client
In the invoicing page, type the client's name or ID number in the search box and click Search.
2 Add Items to Cart
Enter the SKU code of the product in the "Add Item (SKU)" field and click Search. Set the quantity and click "Add to Cart".
3 Review and Select Payment
Review the subtotal, VAT, and total. Select the payment method and enter the amount received. The change is calculated automatically.
4 Send, Print, or Email
Click EMAIL to send the invoice with PDF attachment. Click PRINT to view and print. Click WHATSAPP (Pro plan) to send via WhatsApp.
Quotes (Pro Plan+)
1 Toggle to Quote Mode
At the top of the invoicing page, click the "Quote" toggle button. The form title will change to "Create New Quote" and the number prefix changes to QTE.
2 Create and Save Quote
Add client and items the same way as an invoice. Quotes do NOT reduce stock. Save the quote and send it to your client.
Client Management
1 Add a New Client
Go to Clients from the dashboard menu. Fill in the client's full name, email, phone, and address. Click Save.
2 Search and Edit Clients
Use the search bar to find existing clients. Click on a client to view or edit their details.
Inventory Management
1 Add Products to Catalogue
Go to Inventory Catalogue. Enter SKU, item name, buying price, selling price, and stock alert levels. Click Save.
2 Manage Real Inventory
Go to Real Inventory to view current stock levels. Use the +1, +5, +10 buttons to add stock. Only owners can remove stock.
Expense Tracking (Starter Plan+)
1 Add an Expense
Go to Expense Tracker. Enter the amount, description, category, and date. Click Save.
2 View Expense Reports
Your expenses are automatically included in profit/loss calculations on the dashboard (owner view only).
Users & Roles
1 Add Staff Members
Go to User Roles (owner only). Click Add User, enter their details, and select a role: Owner, Manager, Cashier, or Accountant.
2 IP Security Lock
In your dashboard sidebar, click "Lock IP" to restrict account access to your current location. This prevents unauthorized logins.
Company Settings
1 Update Company Details
Go to Company Settings. Enter your company name, address, phone, email, VAT number, and banking details.
2 Upload Logo (Business Plan+)
Upload your company logo in the settings page. It will appear on all invoices and quotes.
3 Configure VAT/GST
Toggle VAT on/off and set your VAT rate. This affects all invoice calculations.
Reports (Pro Plan+)
1 Invoice Archive
Go to Invoice Archive to view all past invoices. Filter by date, client, or status.
2 Financial Reports
The dashboard shows real-time revenue, expenses, profit, VAT collected, VAT paid, COGS, and inventory value (owner view only).
Billing & Plans
1 View Your Plan
Your current plan is displayed on your dashboard. The 14-day free trial gives you full access to test the system.
2 Upgrade Your Plan
Click Upgrade Plan in the sidebar. Select a plan and you'll be redirected to our secure payment partner to complete the upgrade.
Frequently Asked Questions
How do I reset my password?
Click "Forgot password?" on the login page. Enter your email and we'll send you a reset link.
What happens when my trial expires?
You won't be able to log in until you upgrade to a paid plan. Your data is preserved for 30 days.
Can I change my plan later?
Yes! Upgrade or downgrade anytime from your dashboard. Changes take effect immediately.
How do I contact support?
Use the chat widget (bottom-right corner) to message us instantly, or email info@officereceiptsx.com.