Help Center › Getting Started
First-day setup
The order to set up a new business in Arthlekha, from company details to your first invoice, with a link to each step.
Do these steps in order the first time you use Arthlekha. Each step uses what the step before it saved. Most steps take only a few minutes.
Before you start
- Log in with the owner account. Some screens, like Users and Backup, are only for the business owner.
- Keep your GSTIN, PAN, bank account details and registered address ready.
Steps
- Fill in your company details. Open Settings > Business Profile, enter at least the Legal Name, your State Code and address, and click Save Profile. These details print on every invoice. See Business Profile.
- Check your financial years. Open Settings > Configuration and open the Financial Years section. Arthlekha creates the current year for you. Add an older year only if you will enter old bills. See Financial years.
- Set your invoice numbering. In the same Configuration page, open Invoice Series. Choose a prefix such as
SI/for sales invoices and the number to start from. See Invoice series. - Set up GST. Open the GST Configuration section. If your business is not registered under GST, switch registration off so invoices carry no tax. See GST configuration.
- Switch on only the modules you need. Barcodes, Manufacturing, Crates and Location-wise stock are off by default. See Configuration.
- Add your masters. Create your customers, suppliers and products. You can also create a customer or product while making an invoice.
- Enter opening figures. Enter ledger opening balances (cash, bank, money owed to you and by you) in Opening balances. Enter opening stock on each product, as shown in Products.
- Make your first invoice. Open Transactions > Sales and follow Create a sales invoice.
- Add staff, if others will use the app. Open Administration > Users and follow Users and permissions.
Already keep your books in Tally, Vyapar or myBillBook? You can bring your masters and entries across instead of typing them. See Import data and Tally import and sync.
Common problems
- Invoices print without my name, address or logo — the Business Profile has not been saved. Fill it in and click Save Profile.
- GST menus are missing from the sidebar — GST registration is switched off. Turn it on in GST configuration.
- The Barcodes or Manufacturing menu is missing — that module is off. Turn it on in Configuration.