Product guides
Practical steps, worked examples and FAQs for daily workflows, settings, contacts, payments, your nine apps, country reports and migration. Choose a topic below or ask the guides for an answer with sources.
Paying supplier bills and applying customer receipts are different jobs. Begin with whether the money is outgoing or incoming, then establish whether it is already recorded. The guides explain the allocation checks that prevent the same payment being entered twice.
Apply one receipt to multiple invoices
Choose the docs guide panel or the in-app assistant, check context, and review any proposed action before relying on it.
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Read guide: Use HelloBooks chat assistants and review their answersChoose the right sequence for sales, purchases, banking, inventory and reporting, with checkpoints before repeating an action.
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Read guide: Follow an accounting workflow from setup to reviewCheck entity country, tax work area and industry-specific terminology before following a workflow.
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Read guide: Use the correct country and industry contextCreate a department for a company, enable class tracking when appropriate and add a tracking category with named options, with examples and checks for entity scope and availability.
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Read guide: Create departments and class tracking categoriesFind the correct company and personal settings, update supported company and contact fields, and save date and number display preferences with checks for the result.
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Read guide: Find settings and update company details, dates and number formatsChoose the right contact type, create a record for the selected entity, review the relevant fields and verify the saved result before using it in transactions.
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Read guide: Create customers, vendors, employees and business-owner contactsPrepare customer and delivery details, check the source order and quantities, and keep the saved challan, carrier booking, and delivery evidence separate.
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Read guide: How to prepare and review a delivery challanPrepare a repeating-invoice template, set its frequency and due-date rule, review approval and sending choices, and check the generated invoices and schedule.
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Read guide: How to create and review recurring invoicesChoose the right sales document, prepare clear invoice descriptions, review source documents and totals, and keep saving, approval, delivery, and payment separate.
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Read guide: How to prepare quotes, sales orders, and customer invoicesConnect the supplier order, goods receipt, and bill; review quantities and descriptions; and check approval before recording payments.
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Read guide: How to prepare purchase orders, goods receipts, and supplier billsRecord payments against several supplier bills, control each allocation, and check the remaining balances.
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Read guide: How to record bulk bill payments in HelloBooksRecord one new customer receipt and split it across invoices without duplicating the payment.
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Read guide: How to apply one incoming payment to multiple invoicesDecide whether a difference is an unpaid balance, a real fee, or an excess receipt before recording it.
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Read guide: Partial payments, bank fees, and payment differencesFind the right payment workflow and resolve common questions without entering the same payment twice.
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Read guide: Payment FAQs: missing invoices, existing receipts, and failed savesKeep customer and supplier credits separate, choose the correct credit purpose, allocate only to eligible documents, and distinguish a credit application from a cash refund.
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Read guide: How to create, allocate, and review sales and purchase credit notesIdentify the feed type, use the correct disconnect or revoke control, read its confirmation and check the result without treating feed disconnection as transaction deletion.
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Read guide: Disconnect a bank feed or revoke email and SMS import accessReview bank transactions, choose the right account category, accept or correct suggestions, and check single or bulk results without duplicating existing documents.
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Read guide: How to categorize and review bank transactionsCreate brands and use item attributes to build distinguishable SKUs without losing existing variant records.
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Read guide: Set up brands and variant itemsSet up products or services, units, descriptions, prices and opening stock in the correct entity.
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Read guide: Create items and write useful descriptionsPut stock in the correct warehouse and storage location, and distinguish physical locations from system stock buckets.
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Read guide: Create and review warehouse locationsPrepare item records, understand stock changes, and investigate quantity or value differences.
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Read guide: Inventory: items, stock movements, and reconciliationUse the Warehouse app to follow goods from receiving through storage, dispatch, and verification.
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Read guide: Warehouse: receiving, picking, transfers, and stock countsPrepare a bill of materials and follow production through materials, output, quality, and cost checks.
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Read guide: Manufacturing: bills of materials, orders, and production reviewUnderstand the checks around point-of-sale transactions, customer receipts, and daily settlement.
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Read guide: POS: prepare a register, record a sale, and close a shiftUse Budget Manager, Budget Summary, Budget Variance, and Scenario Planning with consistent periods and accounts.
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Read guide: Budget: build a plan and review budget versus actualFollow Company Selection, Account Consolidation Mapping, and Consolidated View with clear reconciliation checks.
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Read guide: Consolidation: select companies, map accounts, and review group reportsTrack compliance work and distinguish prepared information from submitted and accepted filings.
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Read guide: Compliance: obligations, filing evidence, and month-end checksSet up a project context and review budgets, billing, costs, and progress using consistent references.
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Read guide: Projects: organize work, connect documents, and check profitabilityReview an Upwork report through Upload, Projects, Configure, and Review & Create.
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Read guide: Upwork: import reports, map projects, and reconcile settlementsUse the nine-dot launcher to open operations, finance, industry, migration, and companion apps in the correct context.
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Read guide: Find the right app in the HelloBooks app launcherChoose the right report, check its scope, trace balances to transactions, and prepare an explained summary.
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Read guide: Use reports, filters, drilldowns, and summariesUnderstand Memorize, financial statement layouts and Custom Report Builder saves so a saved report can be reproduced.
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Read guide: Save reports, manage layouts, and reuse filtersUse the Australian BAS workflow, reconcile GST and withholding fields, and verify lodgement evidence.
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Read guide: Australia: BAS, GST and supporting tax reportsReview GST reports by registration and period, trace CGST/SGST/UTGST/IGST, and separate preparation from filing.
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Read guide: India: GST reports, tax components and reconciliationReview UK VAT boxes, detail and reconciliation reports, and check the entity scheme before interpreting the amount due.
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Read guide: United Kingdom: VAT and supporting tax reportsReview US sales-tax calculations, jurisdiction liability, returns and payment evidence without confusing recorded status with actual filing.
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Read guide: United States: sales tax reports and calculation checksChoose the correct connector or file-import route and verify accounts, balances, documents, and payments before switching systems.
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Read guide: Migrate to HelloBooks: choose a source, preview, import, and reconcileEmail hello@hellobooks.ai with the app, record references, exact problem, and intended result so support can help.
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Read guide: Raise a HelloBooks support ticket when you are unsureChoose the correct organization and entity before following a procedure. Menus, permissions, country features, and enabled integrations can vary. If your screen or result differs, use the support link rather than guessing the next action.
For migration, first choose between a live connector and a file import, and keep the source reports for reconciliation. For app workflows, start with setup, review the source records, and check the resulting balances or status. The FAQs cover common exceptions and the details support needs to investigate them.
