Step-by-step guides for Ledgerly

How to use Ledgerly GST billing app

Learn how to use Ledgerly for GST billing, customer khata, POS billing, inventory, staff attendance, payroll, expenses and daily reports. Simple guides for Indian shop owners and small businesses.

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14 tutorial topics covered
GST billing, khata, POS and more
Android and web walkthroughs
Step-by-step for new users
Getting Started

Start Ledgerly in 4 simple steps.

New to Ledgerly? Follow these steps to set up your account and start managing your business from Android or web.

1
Download or open Ledgerly

Install the Ledgerly Android app from Google Play or open app.ledgerly.biz in your browser on a PC or laptop.

2
Sign in with OTP

Enter your mobile number and verify with OTP. No password needed. One account works on both Android and web.

3
Set up your business profile

Add your shop name, GST number, address and logo. This appears on all your invoices and documents.

4
Add products and customers

Add your products with prices and GST rates. Add your customers for billing and khata tracking. You are ready to start.

Tutorial Topics

Learn every part of Ledgerly with step-by-step guides.

These tutorials cover all the core features of Ledgerly — from creating your first GST invoice to managing staff payroll. Each tutorial is written for Indian shop owners who are new to digital billing.

Billing
01

How to create your first GST invoice

Learn how to add customer details, select products, apply GST tax rates and share the invoice as a PDF on WhatsApp. Step-by-step walkthrough for new users.

Explore GST billing
Customers
02

How to add customers and suppliers

Add customer and supplier profiles to Ledgerly so you can link invoices, track dues and share khata statements. Includes how to search and manage existing contacts.

Explore khata app
Khata
03

How to manage customer khata

Set up a digital khata for each customer. Record entries, view the running balance and understand the full udhar and jama flow as a replacement for your paper bahi khata.

Explore khata app
Khata
04

How to record udhar and jama

Learn the difference between udhar (credit given to customer) and jama (payment received). Record entries for cash sales, credit sales and partial payments in Ledgerly.

Khata and GST together
Inventory
05

How to add products and inventory

Add your products to Ledgerly with prices, GST rates and categories. Set opening stock quantities. Learn how Ledgerly tracks inventory automatically as you sell and purchase.

Explore inventory app
POS
06

How to use POS billing at the counter

Open the POS mode in Ledgerly for faster counter checkout. Search or scan products, add to cart, handle discounts and collect cash or UPI payment — step-by-step guide.

Explore POS billing
Staff
07

How to manage staff attendance

Add staff to Ledgerly and track their daily attendance. Learn how to mark present, absent and half-day entries. Attendance feeds into payroll calculation automatically.

Explore staff app
Payroll
08

How to manage payroll for shop staff

Learn how Ledgerly calculates payroll based on attendance records and salary settings. Generate payroll for all staff, handle deductions and view payment history.

Explore staff and payroll
Expenses
09

How to record expenses

Track daily shop expenses like rent, electricity, staff wages and purchase costs. Categorize expenses and see how they affect your daily and monthly profit.

Small business billing guide
Reports
10

How to check daily cash report

At the end of each day, open the daily cash report in Ledgerly to see total sales, cash collected, udhar given and expenses. Understand your daily profit without manual calculation.

View business billing guide
Platform
11

How to use Ledgerly web app

Open Ledgerly on a PC or laptop from app.ledgerly.biz. Learn the web interface for wider report viewing, GST management, product catalog editing and staff oversight from a computer.

GST billing on PC guide
Platform
12

How to use Ledgerly Android app

Install Ledgerly from Google Play and learn the Android interface. Understand how to navigate between billing, khata, POS and reports on your phone for daily counter use.

Android app guide
Sharing
13

How to send invoices on WhatsApp

Share GST invoices, khata statements and receipts directly on WhatsApp from Ledgerly. Learn how to use the share button and what format customers receive on their phone.

Khata and statements guide
Reports
14

How to export or print reports

Export sales reports, GST summaries, khata statements and payroll reports from Ledgerly. Learn how to print or share them with your accountant for monthly review or tax filing.

GST billing guide
FAQ

Common questions about getting started with Ledgerly.

How do I create my first GST invoice in Ledgerly?
Open Ledgerly on Android or web. Go to Billing and tap Create Invoice. Add the customer name, select products with quantities, apply the right GST rate and mark the invoice as paid or unpaid. Share the PDF invoice on WhatsApp directly from the app.
How do I manage customer khata in Ledgerly?
Go to the Khata section and add your customer. Record udhar when the customer takes goods on credit and jama when they make a payment. The app shows the running balance for each customer and lets you share a statement on WhatsApp.
How do I use POS billing in Ledgerly?
Open the POS section in Ledgerly. Search for products by name or scan a barcode, add them to the cart and apply any discount. Accept payment in cash or UPI. The sale is recorded and inventory is updated automatically.
How do I add my products to Ledgerly?
Go to Products in Ledgerly and tap Add Product. Enter the product name, price, GST rate, unit and opening stock quantity. Once added, these products appear in billing, POS and inventory screens automatically.
Can I use Ledgerly on both Android and web together?
Yes. Install the Android app for counter billing and open app.ledgerly.biz in a browser for PC or laptop access. Both work on the same business account with real-time sync — no manual data transfer needed.
Where can I get help if I am stuck with Ledgerly?
Email the Ledgerly support team at [email protected]. You can also visit the Contact Us page on this website. The team helps with setup questions, billing issues and general how-to guidance for Indian shop owners.

Ready to start? Open Ledgerly and follow along.

The fastest way to learn Ledgerly is to open the app and follow these tutorials step by step. Start with a 1 month free trial — no credit card needed.

  • Open on web or install the Android app in minutes
  • Set up your business profile, add products and create your first invoice
  • Manage khata, POS billing and reports from day one

Explore feature pages

Each feature page has detailed information about one part of Ledgerly — with screenshots and use cases.

Open Ledgerly Web