Arthlekha Help Center
Step-by-step guides for every screen in Arthlekha — billing, GST, e-invoice, e-way bill, inventory, accounts and reports. In the app, the ? button at the top opens the guide for the screen you are on.
Getting Started
First-day setupThe order to set up a new business in Arthlekha, from company details to your first invoice, with a link to each step.The DashboardRead the Dashboard figures, switch the financial year you are working in, and add a new financial year.Menus and keyboard shortcutsFind your way around the sidebar and top bar, change text size and language, and use keyboard shortcuts to work faster.
Masters
Add and manage customersAdd, edit, search and delete customers, verify a GSTIN to fill details, and set the bill-to and ship-to addresses.Add and manage suppliersAdd, edit, search and delete suppliers, verify a GSTIN to auto-fill name, address and state, and keep their address correct.Add and manage products and servicesCreate items you buy and sell: name, SKU, unit, HSN or SAC, GST rate, cess, rates, opening stock for a financial year, and barcode.Product groups and their stock ledgersCreate optional product groups so that the stock of raw material, finished goods or packing sits in its own ledger in your books.Chart of accounts: groups and ledgersSee all account groups and ledgers, create new groups and ledgers, set SAC and GST supply nature on income ledgers, and view a ledger's entries.Track returnable cratesSwitch on Crates, create crate types, record crates given and received on invoices and challans, and see each customer's crate balance.
Sales
Create a sales invoiceMake a sales invoice for goods: pick the customer and items, add discount, GST and charges, then save, edit or duplicate it.Bill a service (Accounting / Service invoice)Bill fees, labour, rent or other services against an income ledger, with the right SAC and GST, without touching stock.View, print and share an invoiceOpen a saved sales invoice to check it, print 1 to 3 copies, save it as a PDF, send it on WhatsApp, edit it or duplicate it.Sales RegisterFind, filter and export your sales invoices, and view, edit, duplicate, print or cancel any of them.Make a counter sale (POS)Bill a walk-in customer in a few seconds with the keyboard, take cash, see the change and print a small receipt.Proforma invoice (quotation)Make a proforma invoice or quotation for a customer, print it, and later convert it into a real sales invoice.Create a credit note (sales return)Record goods returned by a customer, or a price reduction after the sale, with a credit note that reduces the sale and the customer's balance.Make a delivery challanSend goods without an invoice under Rule 55, move stock between your own godowns, print the challan, and convert it to a sales invoice later.
Purchase
Record a purchase billEnter a supplier's bill for goods or services, with GST, reverse charge, TDS and charges, so stock and accounts update together.Purchase ordersRaise a purchase order to a supplier, print it, and convert it into a purchase bill when the goods arrive.Enter many purchase bills by scanning (Bulk OCR)Upload up to 20 supplier bills at once, let Arthlekha read them, check the details, skip duplicates and save them all as purchases.Purchase RegisterFind, filter and export your purchase bills, and edit, duplicate, copy to a sale, share or delete any of them.Make a debit noteRecord goods returned to a supplier, or raise an extra charge on a customer, with a debit note linked to the original invoice.Credit Note and Debit Note registersFind, filter, print, share and export your credit notes and debit notes, and edit, duplicate, cancel or delete them.
Inventory
Stock journal: transfer, production, consumption and adjustmentRecord stock movements that are not sales or purchases: transfers between places, simple production, wastage or own use, and stock found or lost.Check stock with the Product RegisterSee opening, inward, outward and closing stock for every product, in quantity and value, and open the transactions behind any figure.Track stock by godown (location-wise stock)Keep stock separately for each godown or warehouse, set default locations, and move goods between your own godowns on a challan.Barcodes, labels and scanningGive your products barcodes, print barcode stickers, and scan items straight onto sales, purchase and other documents.Count stock by scanning (Stock Audit)Count the stock on your shelves by scanning barcodes, see the difference from the books, and correct your stock in one entry.
Manufacturing
Set up manufacturing and Bills of MaterialsSwitch on manufacturing, mark items as raw material or finished goods, and record the recipe (Bill of Materials) for each product you make.Record a productionRecord a production run that takes raw materials out of stock at FIFO cost and puts the finished goods into stock at that cost.Production report and reorder alertsSee what you produced and what it cost over any period, and find the items whose stock has fallen to their reorder level.
Accounting
Record a receipt, payment or journal voucherRecord money received, money paid and journal adjustments, including TDS deducted by a customer, on one screen.Voucher registerSee every accounting voucher in one list, filter by type and date, view the entries, copy a voucher or delete one you entered by hand.Enter ledger opening balancesEnter the balance each ledger had on the first day of a financial year, such as bank, cash, capital, loans, debtors and creditors.Fixed assets and depreciationKeep a register of machines, vehicles, computers and other fixed assets, run depreciation, and record the sale or disposal of an asset.
Banking
Import a bank statementUpload your bank statement, tag each line to a ledger, and post all the payment and receipt vouchers in one go.Reconcile your bank accountCheck that your bank ledger agrees with the bank statement, book missed charges, and lock the period once it ties out.Bank auto-mapping rulesSee, add, change or delete the rules that match bank statement narrations to ledgers, so future imports are mapped for you.
GST
GST configurationSwitch GST registration on or off, save your NIC e-invoice and e-way bill login, and link your GST portal account by OTP.Generate an e-invoice (IRN)Get an IRN and signed QR for a sales invoice, record an e-invoice made on the government portal, and cancel an IRN.Generate and manage an e-way billGenerate an e-way bill from a sales invoice, delivery challan or credit note, then update the vehicle, extend, change transporter, cancel or print it.GST Filing DashboardSee which GST returns are filed, pending or overdue for each month of the year, and fetch the latest status from the GST portal.Prepare and file GSTR-1See your outward supplies in GSTR-1 tables, check them against your books, then save to GSTN and file with an OTP, or download JSON or Excel.File B2B invoices early with IFF (QRMP)Under the QRMP scheme, upload B2B invoices for the first or second month of a quarter through IFF, so your buyers can claim input tax credit sooner.Prepare and submit GSTR-3BSee your GSTR-3B summary of output tax, input tax credit and tax payable for a month or quarter, export it, and save or submit it to GSTN.Reconcile GSTR-2B and post it to booksFetch GSTR-2B from the GST portal, match it with your purchase bills, accept small differences, and optionally post missing bills to your books.
TDS / TCS
Set up TDS and TCSSwitch on TDS and TCS, enter your TAN and responsible person, and check the section rates the app will use.TDS register and challansSee every TDS and TCS entry, prepare the monthly challan, and record the ITNS-281 challan so entries show as deposited.TDS returns and certificatesBuild the quarterly Form 140 or Form 143 return file, fix what is missing, and print TDS or TCS certificates for your parties.
Reports
Read the Trial BalanceSee the debit and credit balance of every ledger, check that your books balance, and export or open any ledger.Read the Profit & Loss statementSee gross profit from the trading account and net profit after indirect income and expenses, for any period.Read the Balance SheetSee what your business owns and owes on any date, and check that assets equal liabilities plus profit.Receipt & Payment and Cash Flow reportsSee all money that came into and went out of your cash and bank ledgers, and the cash flow split into operating, investing and financing.View a ledger reportSee every entry in one ledger with a running balance, open any entry to edit it, and export the ledger to Excel or PDF.
Settings
Business ProfileEnter your company name, GSTIN, address, bank details, logo, signature and invoice terms, and set print colour and auto round-off.ConfigurationUse the Configuration page to set up years, numbering, GST and stock posting, and to switch optional modules like Barcodes and Manufacturing on or off.Financial yearsSee your financial years, add a new one, and close a year so no new entries can be posted into it, or re-open it.Invoice seriesSet how your invoices, notes, challans and orders are numbered: prefix, suffix, digits, next number, and which series is the default.Document archive (Google Drive)Connect your Google Drive so scanned bills, invoices, consignment notes and bank statements are filed there, and check that every upload arrived.
Data & Tools
Users and permissionsGive your staff their own login, reset a forgotten password, switch a user off, and choose exactly which screens each staff member may use.Import data from Vyapar, myBillBook or ExcelBring customers, suppliers, items with opening stock, ledgers, invoices, expenses and bank entries into Arthlekha from an Excel or CSV file.Import from Tally and Tally SyncBring your Tally groups, ledgers, parties and stock items into Arthlekha from a Tally XML file, or link Arthlekha to Tally on the Tally computer.Back up and restore your dataDownload a backup file of your customers, suppliers, items and invoices, save a copy to the cloud, and understand what a restore does.Check the audit logSee who added, changed or deleted records in your books, and when, from the audit log.Delete transactions in bulkRemove many invoices, notes, challans, vouchers, stock journals or opening balances at once, for example after a wrong import.