CaptainBiz Video Viewing Your Dashboard

Welcome to CaptainBiz, your go-to solution for efficient billing and company profile management. As avid users of CaptainBiz, today’s journey takes us deep into the beating heart of our billing software — the Dashboard. This central hub offers unparalleled financial insights and management capabilities. Let’s navigate through the steps to unlock the full potential of your Dashboard. 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.

Upon logging into your CaptainBiz account, direct your attention to the Dashboard. This space provides a holistic view of your finances, encompassing debits, credits, and 'Outstanding by Due Date.' Seamlessly categorized into 'Invoices to be Collected' and 'Invoices to be Paid,' it simplifies your financial overview.

Step 1

Track Your Finances

For those who prefer a detailed breakdown, a simple click on 'List' transforms your graphical representation into a comprehensive list. This feature allows for a more granular view of your financial data, aiding in precise analysis.

Step 2

View the Numbers in a List Format

As we delve deeper into the Dashboard, we encounter the 'Sales and Collection Graph.' This dynamic tool enables a visual analysis of your sales over different time frames—be it the 'Last 1 week,' 'Last 1 Month,' or 'Last 1 year.' It serves as a compass to navigate your business performance.

Step 3

Sales and Collection Graph

Continuing down the Dashboard, you'll discover the 'Cash and Bank Balance' section. Gain an instant overview of your total business funds and scroll further to unravel a detailed breakdown of your cash and bank accounts. This feature paints a clear picture of your financial resources.

Step 4

Cash and Bank Balance

The CaptainBiz Dashboard emerges as a powerful ally for businesses seeking valuable insights into their financial health. Its user-friendly features and dynamic visuals transform financial management into a seamless experience.

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

How often is the Dashboard updated with real-time data?

The CaptainBiz Dashboard is updated in real-time, ensuring access to the latest financial information.

Can I customize the time frames in the 'Sales and Collection Graph'?

Absolutely! You have the flexibility to analyze your sales over different time frames—be it the 'Last 1 week,' 'Last 1 Month,' or 'Last 1 year.'

Are the color-coded graphs customizable?

Currently, the color-coded graphs represent specific financial statuses. Customization options are in development for future releases.

Can I export the detailed list for further analysis?

Certainly! You can export the detailed list from the Dashboard for in-depth analysis and reporting.

How secure is the financial data on CaptainBiz?

Rest assured, CaptainBiz prioritizes the security of your financial data. Robust encryption and security measures are in place to safeguard your information.