CaptainBiz FAQ
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CaptainBiz FAQ
General
How do I install and setup CaptainBiz?
You do not need to download or install any software for CaptainBiz. After registering your compay on CaptainBiz.com, and activating your account, simply login and get started. You can use your CaptainBiz account on your PC or the CaptainBiz app (available on Play Store or App Store).
Is CaptainBiz available offline?
CaptainBiz is an online, cloud-based software solution. You can access CaptainBiz anytime, from wherever you are. CaptainBiz is not currently available offline.
What should I do if I am unable to access my CaptainBiz account?
Please re-check your username and password details. Try re-setting your password if you have forgotten it. If you still need assistance, please call us at (022) 61054690 or write to us at support@captainbiz.com and we will be happy to help.
What is the difference in the Pricing Plans between the Easy Monthly Plan and the Smart Annual Plan?
Both Pricing Plans are designed to support the increasing needs of your business. With both plans you get a 5-user license, sending of unlimited invoices, adding multiple companies, access to a dedicated Relationship Manager and can access many more benefits. The Easy Monthly plan is easy on your wallet because you pay an amount on a monthly basis. With the Smart Annual Plan, however, you pay in advance for 12 months but get a 12% discount, which practically you get the benefit of 2 extra months of subscription for free. For complete details on both plans, visit our Pricing Page.
How do I use CaptainBiz?
Register your company for Free. New users get a free 14-day trial. On registration, you will need to activate your account. Once activated, your company will be signed up and you can start to use CaptainBIz. You can use CaptainBiz on desktop or via the CaptainBiz mobile app.
Which types of business use CaptainBiz?
CaptainBiz is designed for manufacturers, wholesalers, traders, retailers, distributos, and service based businesses. It is a software solution to help businesses with quick invoicing, track inventory management, payment tracking, monitoring of cash & bank transactions, exporting reports that are compatible with Tally and generating ready-for-filing GST reports (for GST registered companies). Renew the joy of doing business, tension-free with CaptainBiz!
How do I cancel my paid subscription?
We would not like to see you go. Unfortunately, we will not cancel your subscription and if your current subscription remains unpaid then you will lose access to all Premium features at the end of your current billing cycle.
Can I use the CaptainBiz mobile app and web simultaneously to access my CaptainBiz account?
Yes, absolutely! The initial setup of your company can be done from your PC. Post that, you can manage your daily business using either your PC or the CaptainBiz mobile app.
Will my company data sync between CaptainBiz account on desktop and mobile app?
That’s the best part about using CaptainBiz. It is a cloud-based, real-time software solution. This means that all transactions and company data automatically sync and is accessible either via PC or mobile app from anywhere, anytime.
How does GST work in practice?
GST is applicable to businesses whose turnover for a financial year is over Rs. 20 lakhs. Central GST (CGST) is collected by the Centre while State GST (SGST) is collected by the State.
Integrated GST (IGST) for the inter-state transactions, is collected by the Centre from the buying state.
Dealers, Retailers, Wholesalers, Manufacturers, Service Providers who pay CGST and SGST are given input tax credits (ITC). This means that they receive a credit for the taxes they paid on their purchases. The credits of the CGST can only be used for the CGST amount paid and the same logic is applied in the case of SGST.
Agricultural services, including harvesting, packaging, warehouse, cultivation, supply, leasing of machinery, are essentially GST exempt services. For GST rules related to your state, please visit: https://servces.gst.gov.in/services/gstlaw/gstlawlist
Sales
What is a tax exclusive invoice?
A tax exclusive invoice is an invoice in which GST is excluded from the price of the product or service displayed on the invoice.
How do I create a Sales Order?
Click on ‘Sales’ in the main menu under which, click ‘Orders’. Click on ‘New Order’ button. Complete the Order form and click Save.
How do I create a Sales Invoice?
Click on ‘Sales’ in the main menu under which click ‘Sales Invoices’. Click on ‘New Sales Invoice’ button, select either Tax Inclusive Invoice or Tax Exclusive Invoice. Complete the Sales Invoice form and click Save.
How do I create a Collection Receipt against a Sales Invoice?
Go to ‘Sales’ in the menu. Click on the Sales Invoice against which you want to generate a ‘Collection Receipt’. Next click on ‘Collection Slip’ under ‘Other’ (top right hand corner). Enter amount received.
Can I download all invoice data in Excel format?
In the menu, under ‘Sales’ click on ‘Sales Invoices’. On this page, you can download all invoices when you click on ‘Excel Export’. Choose from either ‘Summary Template’ or ‘Detailed Template.’
How do I print a Sales Invoice or Purchase Order?
In the menu, under ‘Sales’ click on ‘Sales Invoices’, select the sales invoice you would like to print, click ‘Print’ at the top of the page. Follow the same steps to print an Order under ‘Purchase Orders’
How do I edit a Sales Invoice or Purchase Order?
In the menu, ‘Sales Invoices’ (under Sales) or ‘Purchase Orders’ (under Purchase), open the selected Sales Invoice or Purchase Order and click on Edit (top right hand side). Click ‘Save’ once changes are done.
How do I create a Sales Return Invoice?
In the menu, go to ‘Sales Invoices’ (under Sales), open the Invoice for you wish to create a Sales Return. Click ‘Other’ (on top right hand side) then click on Sales Return. Click ‘Save’ once changes are done.
How do I create a Credit Note?
In the menu, go to ‘Sales Invoices’ (under Sales), open the Invoice for you wish to create a Credit Note. Click ‘Other’ (on top right hand side) then click on ‘Credit Note’. Click ‘Save’ once changes are done.
How can I create Debit Note?
In the menu, go to ‘Sales Invoices’ (under Sales), open the Invoice for you wish to create a Debit Note. Click ‘Other’ (on top right hand side) then click on ‘Debit Note’. Click ‘Save’ once changes are done.
How to add MRP to an Invoice?
Just call us at 022-61054690 or write to us at support@captainbiz.com and we’ll help you with it.
Purchase
How can I create a Purchase Invoice from a Purchase Order?
Select Purchase order from the main menu. Open the order. Click on generate invoice(On the top right side). All data from order will populate on Invoice and click on Save.
How do I create Purchase Invoice?
Select Purchase invoices from the main menu. Click on New. Select Supplier and add Product to invoice form and click on Save.
How can I record a payment against a Purchase Invoice?
Click on purchase invoice and select New payment (on top right corner) Select Cash Account / Bank Account, enter the amount and click on Save.
Is it possible to get invoice data in Excel format?
Yes, user can go to Order / Invoice page from main menu and click on Excel Export.
How to print a particular Purchase Order / Invoice?
Go to Purchase Order / Invoice, Open the Order / Invoice and click on print (on top right side). User can view template. Select the template and print the Order / Invoice.
How do I edit a particular Purchase Order / Invoice?
Go to Sales Order / Invoice, Open the Order / Invoice and click on Edit (on top right side).
How do I create Purchase Return Invoices?
Go to Purchase Invoice, Open the Invoice and click on other (on top right side) and click on Purchase Return.
How do I create Purchase Credit Note?
Go to Purchase Invoice, Open the Invoice and click on other (on top right side) and click on Credit Note.
How do I create Purchase Debit Note?
Go to Purchase Invoice, Open the Invoice and click on other (on top right side) and click on Debit Note.
Items
Can I upload bulk Products / Services?
Yes, go to main menu, click on Products / Services and click on Excel Import.
How to add a New Product in my CaptainBiz account?
Yes, go to main menu, click on Products and click on New Product button.
How to add a New Service in my CaptainBiz account?
Yes, go to main menu, click on Services and click on Create New Service button.
Can I search for a particular Product / Service item?
Go to main menu, click on Products / Services then click on ‘Detailed Search’.
I am a Retail Shop owner, can I apply Barcode to my products listed in my CaptainBiz account?
Yes, while defining your Product Master you can provide barcode details. The same can be used in transactions with the help of mobile barcode scanner.
Reports
How can I share my report to other person through mobile?
You need to first click on Export Reports, then send as an attachment via Email or WhatsApp.
Which types of reports are available in CaptainBiz?
Available reports on CaptainBiz: Sales Summary Report, Service Purchase Summary Report, Sales-Purchase Total Report, Purchase Summary report, Order Summary Report.
What can I view on my CaptainBiz Dashboard?
You can view total debit and credit amounts, total outstanding, total sales and collections, total cash and bank account amounts.
Can I customized my Dashboard?
We’re sorry, this feature is currently unavailable. We are working on it.
Settings
How can I add my signature to invoice?
It’s simple. In the Main Menu, go to Settings, click on Company Profile, next click on Company Logo to upload an image of your signature. JPG, JPEG, PNG file formats are accepted, up to 1MB in size.
Can I customize my Invoice templates?
Yes you can. In the Main Menu, go to Settings, click on Template and create a New template. This feature is available when you access CaptainBiz on web on PC only.
Can I customize my invoice record numbers?
Yes this is doable when you access CaptainBiz on web on PC. Go to the Main Menu, go to Settings, in Business Info go to My Settings (right side top corner of screen) and make the edits. In the CaptainBiz mobile app, in the main Menu, go to Company, tap on Invoice Numbers, then make the edits.
How do I create 2 companies and import all the details from one to the other except balances?
No need to worry about doing this by yourself. Just call us at 022-61054690 or write to us at support@Captainbiz.com and we’ll help you to do it with ease.
How do I update document sequence in the new financial year?
On the web via PC, in the Main Menu, go to Settings, in Business Info go to My Settings (right side top corner of screen) and update. In the CaptainBiz mobile app, in the Main Menu, go to Company, tap on Invoice Number and make the necessary update.
GSTR
What are the Benefits of GST Billing Software?
GST Billing Software has a range of benefits for businesses. In the first place, it simplifies billing by automatically producing GST-conformance invoices minimizing chances of inaccuracies and compliance with tax regulations. Complex GST calculations are simplified through the automated tax calculation feature, which helps in maintaining accuracy during financial transactions. Moreover, such software solutions frequently have inventory management functionality that helps companies monitor stock levels effectively. Multiple GST rates supported by the software provide flexibility in managing various product and service offerings. Additionally, GST Billing Software allows for the smooth submission of returns making it easier and convenient to file GST. GST Billing Software helps organizations enhance efficiency, compliance, and accuracy in financial processes.
Can I generate my GST Reports from CaptainBiz?
You can generate GSTR 1, GSTR 3B and GSTR 4 from your CaptainBiz account. These reports will be ready-to-file on the GST portal. Download, then upload to GST portal with ease.
Who Requires GST Billing Software?
The GST Billing Software is helpful and crucial for many sectors of economic activities, especially if the country has adopted a Goods and Services Tax (GST). GST billing software can be used not only by large companies but also by small and medium enterprises to simplify their invoicing activities and adhere to GST regulations. This software becomes especially important for businesses that supply goods and services because it calculates taxes automatically, generates GST-compliant invoices, as well as helps in filing returns. Furthermore, professionals like accountants and tax consultants benefit from using GST Billing Software as it helps them maintain financial records effectively, thereby ensuring correct reporting of taxes.
How does GST Billing Software help small Businesses and MSMEs?
GST Billing Software has several benefits for small businesses and MSMEs, enabling them to manage their financial operations more effectively. The software program automates GST-compliant invoice generation which saves time and eliminates chances of mistakes in manual calculations. This is especially helpful to smaller businesses that don’t have much funding at their disposal. Automated tax calculation functionality ensures accurate GST calculations, avoiding the possibility of incorrect estimations that might result in compliance problems.
The inventory management functionalities of this software help small businesses and MSMEs maintain their stock level control as well as correctly manage what they sell. The streamlined filing of GST returns through the software also facilitates compliance, which helps minimize admin costs for small companies. GST Billing Software is user-friendly and suitable for small businesses with limited technical knowledge.
Tally Export
GST calculator
How to Use the GST Calculator?
The process of using a GST Calculator is quite simple. The first input is the initial amount of goods and services value before GST. Next, choose the relevant GST rate and indicate whether you want your calculation to be inclusive or exclusive. To calculate the GST amount, click “Calculate” and enter your inputs. View the results and see how much GST has been calculated, along with the actual total amount including or excluding GST. It helps companies and individuals easily calculate the tax part, thereby enabling easier invoicing in line with GST laws.
Advantages of GST Calculation?
The benefits of the GST calculation are numerous. First, it automates the tax computational process; hence, reducing human error due to manual calculations. Automated GST calculation tools such as GST calculators, billing software, and other automation methods lead to improved accuracy in identifying the tax aspect of goods and services. It enables them to adhere to the tax regulations. GST calculation tools allow for the easy generation of invoices encompassing correct tax information, thus creating transparency in financial transactions. Automated calculations yield efficiency for businesses and help to focus attention on fundamental processes. The benefits of using GST calculations are accuracy improvement, better efficiency on compliance issues, and better financial management for both businesses as well as individuals.
