CaptainBiz Video Company Profile

Welcome to CaptainBiz, your go-to solution for efficient billing and company profile management. In this tutorial, we’ll walk you through the fundamental steps to set up your company profile using CaptainBiz, ensuring seamless customization to meet your specific business needs. Let’s embark on this journey!

How you can register yourself on Logo CaptainBiz business software.

How to add your company details in Logo CaptainBiz business software.

How to create party in Logo CaptainBiz business software.

How to do document sequence & settings in Logo CaptainBiz business software.

How to add Bank Account in Logo CaptainBiz business software.

How to add Cash account in Logo CaptainBiz business software.

How to Add Product in Logo CaptainBiz business software.

How to Add Service in Logo CaptainBiz business software.

How to create Purchase Order in Logo CaptainBiz business software.

How to Create Purchase Invoice in Logo CaptainBiz business software.

How to Create Purchase Invoice Payment in Logo CaptainBiz business software.

How to create Sales Order in Logo CaptainBiz business software.

How to create Sales Invoice in Logo CaptainBiz business software.

How to create Sales Invoice collection slip in Logo CaptainBiz business software.

How to do stock transaction in Logo CaptainBiz business software.

How to create a Service Purchase Invoice in Logo CaptainBiz business software.

How to add new user in Logo CaptainBiz business software.

Begin the process by navigating to the top right corner of your CaptainBiz dashboard. Simply click on the name of your company, and then select 'Company Profile.' Alternatively, you can access your company profile through the settings menu on the toolbar.

Step 1

Company Profile Navigation

In the 'Company Profile' screen, click on 'Business Info.' For users with GST registration, the system will auto-populate your details. Non-GST registered users can manually input their information. Once completed, remember to click 'Save Changes.'

Step 2

Business Information

Enhance your company profile by adding crucial details such as your 'Company Logo,' 'Authorized Signature,' City, Zipcode, Phone number, Fax (if applicable), Company email, and Web address.

Step 3

Additional Details

Navigate to 'My Settings' to configure document sequencing for your bills. Adjust sequences for items like 'Tax Inclusive Invoice,' 'Tax Exclusive Invoice,' 'Sales Order,' and more. Further, add specific details to be printed on documents, such as 'Predefined Description,' 'Terms and Conditions,' 'Payment QR Code,' 'Bank Account Details,' and 'Rounding off details.' Additionally, seamlessly integrate WhatsApp by clicking 'Login,' scanning the QR code, and linking your WhatsApp to CaptainBiz. Don't forget to customize your invoice templates before saving changes.

Step 4

Settings Configuration

Move to 'User Info,' where you can modify your 'First name,' 'Last name,' 'Email ID,' and 'Contact number.' Ensure you click 'Save Changes' to update your user information successfully.

Step 5

User Information

To enhance security, change your password by clicking 'Change Password.' Enter your current password, set a new one, and confirm. Finally, click 'Save Changes' to update your password.

Step 6

Change Password

Explore the list of registered users on your CaptainBiz account. The main user is the 'Admin,' and you can add up to four more users. Click 'Add User,' enter their details in the popup, and click 'Save.' Users will receive an invitation email from CaptainBiz.

Step 7

Adding CaptainBiz Users

Congratulations! You've successfully navigated through the crucial steps of setting up your company profile on CaptainBiz. This comprehensive guide ensures that your billing software is tailored to meet the unique requirements of your business.

CaptainBiz In Media

Customer Testimonial

"We'll surely recommend CaptainBiz to everyone who is looking at the most effective GST ready billing and Accounting software. From sales order and invoicing to payments – we now handle all transactions with one software. Our sales, purchase and accounts team has access to the same accounting data which has greatly eliminated billing errors, improved data accuracy and strengthened the revenue recognition process. It comes in very handy for daily billing. Thanks to CaptainBiz."

Stellant Communications 21. June, 2023.

"We are distributors of confectionery items based out of Bihar. Our billing used to happen manually over the years until Vyapari helped us to automate the entire billing process. Am raising my purchase and sales invoices through a mobile app with ease and it’s no more a time consuming task for us. Thanks to CaptainBiz for streamlining how business works"

Jai Maa Santoshi Traders 12. May, 2022.

"CaptainBiz is for anyone who is looking for a fast and error-free generation of GST invoices and reports. It keeps a track of every detail such as the inventory, loss statements, accuracy of income, profit and loss accounts and cash flow statements of your business. It has made me run my business without any hassles and has saved a lot of my time. I would recommend this to everyone who is too busy to keep track of everything manually."

Digital Beej 11. November, 2023.

Frequently Asked Questions

Can I customize document sequencing for different types of invoices?

Yes, CaptainBiz allows you to configure document sequencing for various types of invoices, including 'Tax Inclusive Invoice,' 'Tax Exclusive Invoice,' 'Sales Order,' and more.

How do I integrate WhatsApp with CaptainBiz?

Simply click 'Login,' scan the QR code, and link your WhatsApp to CaptainBiz. Remember to customize your invoice templates before saving changes.

Is there a limit to the number of users I can add to CaptainBiz?

The main user is the 'Admin,' and you can add up to four more users. Simply click 'Add User,' enter their details, and save.

What happens after I change my password in CaptainBiz?

Changing your password enhances security. After clicking 'Save Changes,' your new password will be updated for future logins.

Can non-GST registered users still use CaptainBiz?

Certainly! CaptainBiz caters to both GST and non-GST registered users. Non-GST registered users can manually input their business information during setup.