Santra Traders Billing — screen designs for review

Phase 1 · complete screen set: phone, shop PC, printed bills, flows and the map of the whole system · v2.3, 17 Sep 2026

What you are looking at

Every screen of the new billing system, exactly as it will look, filled with example data (a fictional customer, the shop's real product names, the Santra Traders logo). Nothing here is final until you say so: every word, colour and position can change. Navy buttons inside the screens are clickable and jump to the next screen in that flow. Start with Map & roles to see how everything connects.

How to review — five questions

  1. Could you make the sample bill on the phone without asking anyone?
  2. Is anything on the printed bill different from your bill book?
  3. Can the worker read the Print Queue from where he stands?
  4. Is there any word you would say differently?
  5. Is anything missing that you do every day?

Legend

Action / selectedPaid / printedDue / negative stockWaiting

Sample bill: 1451/17-09-26 for Rahim Sekh (ST-C-00042), total ₹ 2,139.00, ₹ 2,000.00 received by UPI, ₹ 139.00 due.

Map of the whole system and who can do what

M1

Every screen and how they connect

Bold = phone bottom bar / PC sidebar entries. Dashed = owner only. Each box names its artboard.

Entry
LoginP1 · 2FA for owner
→
HomeP2 · D0 — today at a glance
→
Search (everywhere)P10 — bill no. / mobile / name
Billing
New BillP3 · D2 — customer by mobile
→
New customerP3b
Cash customerP3c
→
Pick itemsP4 typing · P4b browse · P4c related
→
Lines & paymentP5
→
IssuedP6 · number, stock, queue
→
PrintP13 · D1 · X1–X3
DraftsP5b
Edit later (revision)P6c
CancelP6b · owner
Shop counter
Print QueueD1 — waiting · printing · printed · failed
→
Did it print?D1b
→
Re-print / DUPLICATEX5
Customers & money
CustomersD4 — with dues
→
Customer pageP7 bills · P7b payments · D4b
→
Receive paymentP8 → P8b → receipt X4
Promised dateP7d
Follow-upsP15
Edit customerP7c
Adjust / reverseP7b · owner
Bills & reports
BillsP11 · D7 — filters
Reports CentreP9d catalogue · P9e any report, any field · D5b grid · D5c custom builder · D5d dues ageing
ReportsP9 by day · P9b item-wise · P9c dues · D5 collections
Profitowner
Stock file
ProductsD3 — import with check report
→
MovementsD3b
→
Close Day & exportD3c — auto 10 PM
Owner settings
Shop profileD6 — live bill preview
Numbering · Print · Close DayD6c
Users & rightsD6b
Security & 2FAD6d
Backups · Audit · ExportD6e
Everywhere
More menuP12
Offline · loading · empty · errorP14
Evening emailE1
FlowsF1 remote bill · F2 collect · F3 day · F4 cancel · F5 first day · F6 follow-up
M2

Who can do what

Workers do all daily work. The owner keeps money corrections, settings and cost information.

FunctionOwner (Super Admin)Worker
Make, issue, print and re-print bills; send to shop; draftsYesYes
Change a rate on a bill; add a custom item; bill at negative stock (with warning)YesYes
Edit an issued bill later (new revision, reason recorded, stock and dues re-worked)Any billSame-day bills
Cancel an issued bill (reason, refund or credit)YesNo
Customers: create, edit, cash-customer bills, historyYesYes
Receive payments, print receiptsYesYes
Reverse a payment; account adjustment (waiver, rounding)YesNo
Sales, item-wise, dues and collections reports; downloadsYesYes
Profit report; see purchase (cost) priceYesNo
Import stock file; export closing stock; Close DayYesIf granted
Settings: shop profile, numbering, print, Close Day timeYesNo
Users and rights; log out devices; 2FAYesOwn password only
Audit log; backups; export everything; data cleanup (Phase 1.5)YesNo
A1

What runs by itself

The manual steps the system removes, and the ones planned next. Phase 1 = in this build.

Instead of…The system doesWhenPhase
Remembering item names and pricesLists matches while typing, plus same-size / same-material fittings and items often bought together, each with price and tick box; quantity × rate computed on the billevery keystroke1
Writing the bill numberAssigns the next number, never a gap or a duplicateon issue1
Phoning the shop with the billBill appears on the shop Print Queue with a sound; owner sees when it is printedwithin seconds1
Reducing stock by handDeducts on issue, restores on cancel, re-works on edit; shows every movementon every bill1
Chasing dues from memoryPromised dates, Follow-ups list, reminders on the day, overdue firstdaily 8 AM and in the evening email1
Adding up the dayClose Day summary and closing-stock snapshot10 PM or on demand1
Reporting to the ownerEvening email with day report, dues, follow-ups, stock alerts and closing-stock file attached; monthly email on the 1st22:05 daily · 1st monthly1
Making a report by hand33 report types, every one searchable on every column, filters, totals, export; saved reports; a custom builder for anything elseon demand1
Checking the stock file by eyeCheck report: new items, negative stock, price changes, near-duplicates, rejected rowsevery import1
Keeping a backupNightly encrypted copy off-site, restore tested yearly, failure alert01:00 daily1
Watching for misuseLogin alerts on new devices, lockouts, audit log of everythingalways1
Sending the bill to the customerBill as PDF to WhatsApp from the phoneon demand1.5
Monthly statements to credit customersStatement PDF per customer by WhatsApp/email1st of month1.5
Copying files to and from the stock softwareShop-PC helper uploads the export and drops the closing stock automatically; silent printingcontinuous2
Deciding what to reorderReorder suggestions from sales speed and stock; supplier order sheetweekly2

Phone — owner and workers

P1

Login

Username or mobile, password, remember device. Owner accounts get a second step for the authenticator code.

9:41▲ ▮ 100%
7908205279
•••••••••••Show
Remember this deviceOn

Forgot password? Ask the owner to reset it.

Owner login — second step

4 8 2 _ _ _

Use a recovery code instead

Wrong username or password. After 5 failed attempts the account is locked for 15 minutes.
P2

Home

Today at a glance, then the two things people do most. Owner also sees the stock-file tiles.

9:41▲ ▮ 100%
Good Morning, Mr Santra🔍

Wednesday, 17 September 2026 · figures below are today so far

Today's sales

₹ 14,830
9 bills

Collected today

₹ 12,200
Cash 7,200 · UPI 5,000

Credit given today

₹ 2,630
3 bills part-paid

Total dues

₹ 41,560
27 customers
Yesterday closed 22:0011 bills · ₹ 18,410 sales · ₹ 18,410 collected

Follow-ups today

3 customers promised ₹ 9,300
1 overdue since Monday
Open

Stock file (owner)

Close DayAuto at 10:00 PM
⌂Home＋New Bill👤Customers🖨Queue⋯More
P3

New Bill — start

Mobile number first (numeric keyboard). A known number fills in the customer and shows any balance due.

9:41▲ ▮ 100%
‹New BillDraft
98300 12345×
ST-C-00042Due ₹ 1,250.00 Rahim Sekh Santipur · 12 bills since Mar 2026Edit
Type item name — e.g. 3/4 tee

Recently billed

1 1/2" ELBOW upvc3/4" TEE cpvc1 1/2" TEE1 1/4" * 1/2" tee upvcTeflon tape

Browse by size

½"¾"1"1¼"1½"2"TanksA–Z
No items yet — pick from the list above or start typing.
⌂Home＋New Bill👤Customers🖨Queue⋯More
P4

New Bill — items appear while typing

Every typed word must appear in the name. Tick several, add them together. Red stock still bills, with a warning. See P4c for the related-item suggestions under the matches.

9:41▲ ▮ 100%
‹New BillRahim Sekh
3/4 tee×
✓3/4" TEE cpvc
Stock 415₹ 26.00
3/4" TEE upvc
Stock 620₹ 19.00
✓1 1/2" * 3/4" TEE
Stock 280₹ 55.00
1" * 3/4" TEE upvc
Stock 96₹ 30.00
1 1/4" * 3/4" TEE upvc
Stock −12 · you can still bill it₹ 35.00
3/4" TEE ppr not in stock file₹ 62.00
＋ Add “3/4 tee” as a custom item
⌂Home＋New Bill👤Customers🖨Queue⋯More
P5

New Bill — lines and payment

Quantity and rate are big numeric fields; amounts and total update as you type. Received amount defaults to the total.

9:41▲ ▮ 100%
‹New BillRahim Sekh · ST-C-00042
＋ Add more items
1 1/2" *6mtr PIPE SH 40 upvc ⋯
−2.5＋
₹ 375.00
Rate
150.00
was 151.39
metres
1 1/2" ELBOW upvc ⋯
−5＋
₹ 240.00
Rate
48.00
1 1/2" UNION ⋯
−2＋
₹ 190.00
Rate
95.00
Stock is −3 — you can still bill it
3/4 teflon tape custom⋯
−6＋
₹ 36.00
Rate
6.00
Show 7 more lines ▾
Total 11 lines₹ 2,139.00
2,000.00
CashUPICardCheque
GPay 4471
Due on this bill₹ 139.00

Rahim Sekh's total dues will be ₹ 1,389.00

⌂Home＋New Bill👤Customers🖨Queue⋯More
P6

Bill issued

The number is assigned, stock deducted, and the shop sees it. The status strip updates when the shop prints.

9:42▲ ▮ 100%
‹Bill 1451/17-09-26⋯
✓ Issued
1451/17-09-26

17/09/26 · 9:42 AM · by Mr Santra

Issued
Sent to shop
Printing…

Printed on Counter-PC at 10:42 will show here

ST-C-00042Balance ₹ 1,389.00Rahim Sekh98300 12345 · Santipur
Total (11 lines)₹ 2,139.00
Due₹ 139.00

Owner only: Cancel bill (reason required; stock restored, number kept)

⌂Home＋New Bill👤Customers🖨Queue⋯More
P7

Customer page

Everything about one customer: balance, every bill, every payment. Receive payment is always one tap away.

11:05▲ ▮ 100%
‹Customer✎
ST-C-00042Rahim Sekh📞 98300 12345 · Santipursince Mar 2026

Balance due

₹ 1,389.00

Oldest unpaid bill: 1432/02-09-26 (15 days)

Bills (13)Payments (9)
BillTotalDue
1451/17-09-26
17/09/26		2,139.00139.00Part paid
1432/02-09-26
02/09/26		1,250.001,250.00Unpaid
1398/21-08-26
21/08/26		4,870.000.00Paid
1371/09-08-26
09/08/26		560.000.00Paid
⌂Home＋New Bill👤Customers🖨Queue⋯More
P8

Receive payment

Oldest bills are ticked first automatically; the worker can change the ticks. Anything left over stays on account.

11:06▲ ▮ 100%
‹Receive payment
ST-C-00042Due ₹ 1,389.00Rahim Sekh
1,300.00
CashUPICardCheque
17/09/2026
optional

Apply to bills — oldest first

✓1432/02-09-26
Due 1,250.001,250.00
✓1451/17-09-26
Due 139.0050.00
Remaining due after this payment₹ 89.00
optional
⌂Home＋New Bill👤Customers🖨Queue⋯More
P9

Reports — quick view

Today, this month or any range with summary cards; the full catalogue and the searchable grid are P9d / P9e. Profit is owner-only.

21:30▲ ▮ 100%
‹Reports
TodayThis monthRange

1–17 September 2026

Sales

₹ 2,41,560
148 bills

Collected

₹ 2,18,900
Cash 1,42,300 · UPI 76,600

Credit given

₹ 22,660
31 bills

Cancelled

2
₹ 1,602 (excluded)
By dayItem-wiseDuesProfit 🔒
DayBillsSalesCollected
17 Sep914,83012,200
16 Sep1118,41018,410
15 Sep89,9607,300
14 Sep1221,27519,900
⌂Home＋New Bill👤Customers🖨Queue⋯More
P10

Search

One box everywhere: a bill number opens the bill, a mobile number opens the customer, text finds names.

11:20▲ ▮ 100%
‹
1450×

Bill

1450/17-09-26
Cash customer · 17/09/26 · 3 lines₹ 560.00
Paid

Try also

98300 12345
opens the customer page directlyCustomer
rahim
Rahim Sekh · ST-C-00042 · due ₹ 1,389
Rahim Ali · ST-C-00118 · no dues2 names

Filters (bill lists)

This monthUnpaidPart paidCancelledBy worker
⌂Home＋New Bill👤Customers🖨Queue⋯More
P3b

New Bill — number not known yet

An unknown mobile opens name and address fields; the customer code is given when the bill is saved.

9:41▲ ▮ 100%
‹New BillDraft
90070 21344×

New customer

Sk Mainul
Village / area

Code ST-C-00411 will be given when the bill is saved. Only the mobile is compulsory.

Type item name — e.g. 3/4 tee
No items yetStart typing an item name.
⌂Home＋New Bill👤Customers🖨Queue⋯More
P3c

New Bill — cash customer, no phone

For a walk-in who will not give a number: no customer code, and the bill must be fully paid.

9:41▲ ▮ 100%
‹New BillDraft
Customer with mobileCash customer (no phone)
No customer codeFull payment onlyCash customerName for the print (optional): add
1 1/2" ELBOW upvc ⋯
−5＋
₹ 240.00
Rate
48.00
1 1/2" TEE ⋯
−3＋
₹ 204.00
Rate
68.00
Total₹ 444.00
444.00
CashUPICardCheque

A cash customer cannot leave a pending amount — to allow credit, add a mobile number.

⌂Home＋New Bill👤Customers🖨Queue⋯More
P4b

New Bill — browse without typing

A size chip filters the A–Z list; the same tick boxes as the search results.

9:41▲ ▮ 100%
‹New BillRahim Sekh
Type item name — or browse below
½"¾"1"1¼"1½"2"TanksA–Z

1½" — 31 items

1 1/2" * 1 1/4" buss
Stock 340₹ 30.00
1 1/2" * 1 1/4" elbow ji
Stock 35₹ 90.00
1 1/2" * 1 1/4" TEE
Stock 130₹ 65.00
1 1/2" * 1" Reduser
Stock 796₹ 160.00
✓1 1/2" *6mtr PIPE SH 40 upvc
Stock 320 · metres₹ 151.39
1 1/2" 45' elbow
Stock 450₹ 40.00
1 1/2" ball valp hindwer
Stock 63₹ 450.00
1 1/2" Column pipe sk
Stock 95₹ 318.00
⌂Home＋New Bill👤Customers🖨Queue⋯More
P5b

Drafts

A bill saved half-way keeps its lines and customer; it has no number and no stock effect until issued.

9:41▲ ▮ 100%
‹Drafts
Draft saved — you can finish it later from More › Drafts
Rahim Sekh · ST-C-00042
11 lines · ₹ 2,139.00 · saved 9:38 today by Mr SantraContinue
Cash customer
2 lines · ₹ 444.00 · saved yesterday 18:10 by BapiContinue

Drafts older than 7 days are listed under “Old drafts” and can be discarded. Discarding a draft never affects stock or numbering.

Nothing else waitingNew drafts appear here.
⌂Home＋New Bill👤Customers🖨Queue⋯More
P6b

Bill — cancelled (owner only)

Cancelling keeps the number, restores stock, and records the refund. The sheet shows the owner's confirmation step.

9:41▲ ▮ 100%
‹Bill 1451/17-09-26⋯
CANCELLED17/09/26 11:52 by Mr Santra · Reason: customer changed order · Stock restored (11 lines) · ₹ 2,000.00 refunded in cash (R-000285 VOID)
ST-C-00042Balance ₹ 1,250.00Rahim Sekh
Total (11 lines)₹ 2,139.00
StatusCancelled
PrintedCounter-PC 10:42 · Roll 4"
Cancel bill 1451/17-09-26?

The number stays, stock comes back, the customer's due goes down. This cannot be undone — make a new bill instead if items change.

Customer changed order
Refund ₹ 2,000 in cash nowKeep ₹ 2,000 as customer credit
⌂Home＋New Bill👤Customers🖨Queue⋯More
P7b

Customer — payments tab

Every rupee received or adjusted, with receipt numbers. Owner-only actions are marked.

9:41▲ ▮ 100%
‹Customer✎
ST-C-00042Due ₹ 89.00Rahim Sekh
Bills (13)Payments (9)
R-000284 · Cash
17/09/26 11:08 · by Bapi · settled 1432 (1,250.00) + 1451 (50.00)1,300.00
On bill 1451 · UPI · GPay 4471
17/09/26 9:42 · by Mr Santra2,000.00
Adjustment · rounding off
21/08/26 · by Mr Santra (owner) · “₹10 waived”10.00
R-000231 · Cash VOID
21/08/26 · reversed 22/08/26 by Mr Santra — entered twice4,870.00
R-000230 · Cash
21/08/26 · by Bapi · settled 13984,870.00

Owner only

Entries are never edited or deleted; a mistake is reversed with a reason and both stay on record.

⌂Home＋New Bill👤Customers🖨Queue⋯More
P7c

Edit customer

Name, address and mobile can be corrected; printed bills keep what was printed.

9:41▲ ▮ 100%
‹Edit customer

ST-C-00042 · since Mar 2026 · 13 bills

98300 12345
Rahim Sekh
Santipur
e.g. plumber, buys for sites
A customer with mobile 98300 12345 already exists (ST-C-00042). Two records for one person can be merged in a later phase.

Changing details here does not change bills already printed.

⌂Home＋New Bill👤Customers🖨Queue⋯More
P8b

Payment saved

Receipt number, what it settled, and what remains. Printing the receipt is optional.

9:41▲ ▮ 100%
‹Receipt R-000284
✓ Payment saved
₹ 1,300.00

Cash · 17/09/26 11:08 · received by Bapi

Settled

1432/02-09-261,250.00 → paid in full
1451/17-09-2650.00 → due 89.00
Rahim Sekh still owes₹ 89.00

Owner only: Reverse this payment (reason required)

⌂Home＋New Bill👤Customers🖨Queue⋯More
P9b

Reports — item-wise

What sold, how much, in any period. Custom lines are grouped as one row.

9:41▲ ▮ 100%
‹Reports
TodayThis monthRange
By dayItem-wiseDuesProfit 🔒
Filter items — e.g. 1 1/2
ItemQtyAmount
1 1/2" *6mtr PIPE SH 40 upvc m312.547,180
1 1/2" ELBOW upvc64030,720
1 1/4" * 1/2" tee upvc58523,400
1 1/2" TEE29820,264
0.5 HP DOM SP KOEL 25*25413,800
Custom items (27 lines)—4,115

Sorted by amount · 214 items sold this month

⌂Home＋New Bill👤Customers🖨Queue⋯More
P9c

Reports — dues

Who owes what, oldest first. One tap to the customer to collect.

9:41▲ ▮ 100%
‹Reports
By dayItem-wiseDuesProfit 🔒

Total dues today

₹ 41,560.00

27 customers · oldest 73 days

Biswajit Das
ST-C-00061 · oldest 1298/06-07-26 · 73 days8,420.00
Sk Mainul
ST-C-00097 · 1449/17-09-26 · today4,870.00
Rahim Sekh
ST-C-00042 · 1451/17-09-26 · today89.00
Pranab Maity
ST-C-00203 · 1440/10-09-26 · 7 days620.00

Tap a name to open the customer and receive payment.

⌂Home＋New Bill👤Customers🖨Queue⋯More
P11

Bills list

All bills with filters; the same list workers use when a customer comes back with a bill.

9:41▲ ▮ 100%
‹Bills🔍
TodayThis monthUnpaidPart paidCancelledBy worker
1451/17-09-26 · Rahim Sekh
9:42 · 11 lines · by Mr Santra2,139.00
Due 139
1450/17-09-26 · Cash customer
10:12 · 3 lines · by Bapi560.00
Paid
1449/17-09-26 · Sk Mainul
9:55 · 6 lines · by Bapi4,870.00
Unpaid
1448/17-09-26 · Biswajit Das
9:30 · 4 lines · by Mr Santra1,042.00
Paid
1446/17-09-26 · Pranab Maity
8:50 · cancelled 9:05 by Mr Santra380.00
Cancelled

9 bills today · ₹ 14,830 · cancelled excluded

⌂Home＋New Bill👤Customers🖨Queue⋯More
P12

More

Everything that is not daily work lives here. Owner sees Settings; workers do not.

9:41▲ ▮ 100%
More
OWNERMr SantraSuper Admin7908205279 · 2FA onChange password
Products & stock file›
Bills›
Drafts2 ›
Reports›
Print settings on this phoneRoll 4" ›
Settings (owner)›
Help & training guide›
Log out›

Santra Traders Billing · v1.0 · KAPAT Technologies

⌂Home＋New Bill👤Customers🖨Queue⋯More
P13

Print from this device

Any logged-in device with a printer can print. Sending to the shop queue is the alternative.

9:41▲ ▮ 100%
‹Bill 1451/17-09-26⋯
Rahim Sekh₹ 2,139.00
Due139.00
Print bill 1451

Paper

A4Roll 4"Roll 5"Roll 6"

Every print is recorded with who, where and when. A second print is marked DUPLICATE if the setting is on.

⌂Home＋New Bill👤Customers🖨Queue⋯More
P14

States — offline, loading, empty, error

The same screen in its unhappy moments; every message says what to do next.

9:41▲ ▮ 100%
Home

Today's sales

Collected today

No bills yet todayTap New Bill to make the first one.
Couldn't reach the server — check the shop internet and try again. Your draft is kept on this phone.
Bill 1451 issued · sent to shop

Confirmation before anything final

“Cancel bill 1451/17-09-26?” · “Replace all stock quantities with the file from 17/09/2026?” · “Log out other devices?” — each names the exact thing it will do.

⌂Home＋New Bill👤Customers🖨Queue⋯More
P4c

New Bill — related items suggested automatically

Under the matches, the picker offers the fittings of the same size and material, and items often bought together on past bills — all with tick boxes and prices.

9:41▲ ▮ 100%
‹New BillRahim Sekh
1 1/2 pipe×

Matches (3)

✓1 1/2" *6mtr PIPE SH 40 upvc
Stock 320 · metres₹ 151.39
1 1/2" karan gold upvc pipe
Stock 500₹ 100.00
1 1/2"*3mtr CULAM PIPE SK
Stock 150₹ 390.00

Goes with 1½" upvc — same size & material

✓1 1/2" ELBOW upvc
Stock 470₹ 48.00
✓1 1/2" TEE
Stock 310₹ 68.00
1 1/2" CUPLER
Stock 420₹ 26.00
1 1/2" UNION
Stock −3₹ 95.00
1 1/2" end cap
Stock 249₹ 23.00
1 1/2" F T A
Stock 43₹ 36.00

Often bought together (from past bills)

3/4 teflon tape
on 61 % of pipe bills₹ 6.00
upvc solvent cement 100 ml
on 44 % of pipe bills₹ 85.00
⌂Home＋New Bill👤Customers🖨Queue⋯More
P6c

Edit a bill after it is issued (revision)

Any bill can be corrected later. Stock and dues are re-worked from the difference; every change is recorded; the next print says REVISED.

9:41▲ ▮ 100%
‹Edit bill 1451/17-09-26
Revision 2 · the copy printed at 10:42 is revision 1 · changes are recorded with your name
1 1/2" *6mtr PIPE SH 40 upvc ⋯
−3＋
₹ 450.00
Rate
150.00
was 2.5
metres
1 1/2" ELBOW upvc ⋯
−5＋
₹ 240.00
Rate
48.00
1 1/2" UNION removed↺
−2＋
₹ 190.00
Rate
95.00
Show 8 more lines ▾
Total was₹ 2,139.00
Total now₹ 2,024.00
Due now₹ 24.00

Stock: +2 union, −0.5 m pipe will be applied on save. If paid exceeded the new total, the extra would become customer credit.

Customer returned 2 unions, took 0.5 m more pipe
⌂Home＋New Bill👤Customers🖨Queue⋯More
P7d

Promised payment date

On any bill with a due, note when the customer promised to pay. The system reminds the owner on that day.

9:41▲ ▮ 100%
‹Bill 1451/17-09-26⋯
ST-C-00042Due on this bill ₹ 139.00Rahim Sekh📞 98300 12345Part paid

Follow-up

25/09/2026 📅
TomorrowIn 3 daysIn a weekMonth end
Will pay after site work is done
Remind the owner on that day

Shows in Follow-ups and in the evening email. If the customer pays earlier, the reminder clears itself.

⌂Home＋New Bill👤Customers🖨Queue⋯More
P15

Follow-ups

Everything promised, in date order; overdue first. Call, collect or reschedule from here.

9:41▲ ▮ 100%
‹Follow-ups
Due & overdue (3)This week (5)All open (14)
Biswajit Das Overdue 2 days
Promised 15/09 · dues ₹ 8,420 · “after Puja”📞 CallCollect
Pranab Maity Today
Promised 17/09 · dues ₹ 620📞 CallCollect
Sk Mainul Today
Promised 17/09 · dues ₹ 4,870 · part payment expected📞 CallCollect

Later this week

Rahim Sekh
Promised 25/09 · dues ₹ 139Reschedule
Tapan Jana
Promised 20/09 · dues ₹ 2,300Reschedule

Reminders also arrive in the 10:05 PM evening email and, if you switch it on, as a morning WhatsApp message.

⌂Home＋New Bill👤Customers🖨Queue⋯More
P9d

Reports Centre — every report, findable

All report types grouped, a search box to find one by name, and the owner's saved reports at the top.

9:41▲ ▮ 100%
‹Reports
🔍 Find a report — e.g. dues, UPI, elbow
My reports (3)All (33)SalesMoneyStock

My reports

UPI collections this monthCollections · mode = UPI · this month›
Dues over 30 daysDues with ageing · 31+ days›
1½" items sold — SeptemberItem-wise · size = 1½"›

Sales (10)

Daily sales — bill-wiseEvery bill of a day with paid, due, mode, worker›
Monthly sales — day-wiseOne row per day, month total›
Sales by customerWho bought how much in a period›
Sales by worker · by payment modeTwo reports›
Item-wise · by size / materialWhat sold, in pieces and rupees›
Cancelled bills · Revised billsWith reasons and who›

Money (6)

CollectionsBy day, mode, worker›
Dues with ageing0–30 · 31–60 · 61–90 · 90+ days›
Customer statement · Follow-ups · Credit vs collectedThree reports›
Adjustments, reversals & refunds owner›

Stock (6) · Customers (4) · Operations (4) · Profit (3) 🔒

Current stock with value · Negative stock · Movements · Fast / slow movers · File history · Price changestap to open any›
Customer list · New · Top · Inactiveall fields, searchable›
Print log · Close Day history · Audit log · User activity›
Profit by period · by item · by customer owner›
⌂Home＋New Bill👤Customers🖨Queue⋯More
P9e

A report — search any field, filter any column

The same grid for every report: quick search, removable filter chips, totals that follow the filters, and a filter sheet with one control per column.

9:41▲ ▮ 100%
‹Daily sales — bill-wise⇩
🔍 rahim×
This month ×Mode: UPI ×Sort: Date ↓＋ Filter
3 bills of 148Total ₹ 5,320 · Paid 4,681 · Due 639
1451/17-09-26 · Rahim Sekh
17/09 9:42 · UPI GPay 4471 · by Mr Santra2,139.00
Due 139
1432/02-09-26 · Rahim Sekh
02/09 11:20 · UPI · by Bapi1,250.00
Unpaid
1419/28-08-26 · Rahim Ali
28/08 16:05 · UPI · by Raju1,931.00
Paid

Tap a bill number to open the bill, a name to open the customer. Columns can be shown or hidden from ⋯.

Filters — Daily sales

Date

TodayThis weekThis monthLast monthRange…

Customer

rahim×

Worker

AllBapiRajuMr Santra

Payment mode

CashUPICardCheque

Amount

from
to

Status

PaidPart paidUnpaidCancelled
⌂Home＋New Bill👤Customers🖨Queue⋯More

Shop PC — worker and owner screens

D1

Print Queue

Large type, newest on top. A new bill arrives highlighted with a sound. The right panel prints the selected bill on the chosen paper.

Print Queue

1 waiting
Search bill, name or mobile
BillCustomerTotalSentStatus
1451Rahim Sekh ST-C-00042₹ 2,139.0010:41● Waiting to print
1450Cash customer₹ 560.0010:12Printed 10:14
1449Sk Mainul ST-C-00097₹ 4,870.0009:55Printed 09:57
1448Biswajit Das ST-C-00061₹ 1,042.0009:30Printing on Godown-PC
1447Cash customer₹ 152.0009:04Printed 09:05

Selected — Bill 1451/17-09-26

SANTRA TRADERS
Rahim Sekh · ST-C-0004217/09/26
11 lines · Total ₹ 2,139.00
Paid ₹ 2,000.00 · Due ₹ 139.00

Paper

A4Roll 4"Roll 5"Roll 6"

Remembered for this PC: Roll 4"

D1b

Print Queue — after printing

The browser cannot see the paper, so the worker confirms. "No" asks what went wrong and puts the bill back in the queue.

Print Queue

BillCustomerTotalSentStatus
1451Rahim Sekh₹ 2,139.0010:41Printing on Counter-PC
1450Cash customer₹ 560.0010:12Printed 10:14

Did bill 1451 print correctly?

Roll 4" · sent to “TVS Roll Printer” at 10:42

Choosing “No” asks for a short reason and puts the bill back in the queue so it can be printed again.

D2

New Bill on the shop PC

Same content as the phone, arranged for a keyboard: pick items on the left (↑ ↓ Space Enter), lines and payment on the right.

New Bill

Draft
98300 12345×
ST-C-00042Due ₹ 1,250.00Rahim SekhSantipur
1 1/2×
✓1 1/2" ELBOW upvc
Stock 470₹ 48.00
✓1 1/2" TEE
Stock 310₹ 68.00
1 1/2" UNION
Stock −3₹ 95.00
1 1/2" *6mtr PIPE SH 40 upvc
Stock 320 · metres₹ 151.39
1 1/2" end cap
Stock 249₹ 23.00
1 1/2" F T A
Stock 43₹ 36.00
ParticularsQtyUnitRateAmount
1 1/2" *6mtr PIPE SH 40 upvc
2.5
m
150.00
375.00✕
1 1/2" ELBOW upvc
5
48.00
240.00✕
1 1/2" TEE
3
68.00
204.00✕
1 1/2" UNION stock −3
2
95.00
190.00✕
1 1/4" * 1/2" tee upvc
10
40.00
400.00✕
1 1/4" * 3/4" Reduser upvc
6
26.00
156.00✕
1 1/4" * 3/4" BUSH upvc
12
20.00
240.00✕
3/4 teflon tape custom
6
6.00
36.00✕
1 1/2" end cap
2
23.00
46.00✕
1 1/2" F T A
3
36.00
108.00✕
1 1/2" MTA
4
36.00
144.00✕
Total · 11 lines₹ 2,139.00
Due₹ 139.00
2,000.00
CashUPICardCheque
D3

Products — stock file import and closing stock

Owner drops the morning file, sees the check report, confirms. Export and Close Day sit beside it.

Products

Last stock file: today 08:52 · 612 items
Import stock file
Drop the .xls / .xlsx exported from the stock software here, or click to choose

Check report — Stock 17-09-2026.xls

612rows read
7new items
598updated
14negative stock
3near-duplicates
2rejected

Near-duplicate: “1 1/2" Reduser upvc” looks like “1 1/2" REDUSER upvc” already in the list — both will be kept. Rejected: rows 418 and 519 have no item name.

ItemStockSaleCost 🔒
0.5 HP DOM SP KOEL 25*2513,450.003,050.00
1 1/4" End Cap upvc28920.0010.14
1 1/2" CUPLER42026.0020.81
1 1/2" UNION−395.0072.88
1 1/2"*3mtr DROOP PIPE SK−212360.00324.00
1 1/2" ELBOW upvc47048.0035.00

Click an item to see its movements: import, sales (with bill links), cancellations.

D4

Customers and dues

Who owes what, oldest first. The same customer page as the phone, with payment entry on the right.

Customers

Search name or mobile
With dues (27)All (410)
CodeNameMobileBalance dueOldest unpaidLast payment
ST-C-00061Biswajit Das98740 551208,420.001298/06-07-26 · 73 days02/09/26Receive payment
ST-C-00097Sk Mainul90070 213444,870.001449/17-09-26 · today—Receive payment
ST-C-00042Rahim Sekh98300 123451,389.001432/02-09-26 · 15 days17/09/26Receive payment
ST-C-00203Pranab Maity94330 88001620.001440/10-09-26 · 7 days10/09/26Receive payment

Total dues ₹ 41,560.00 across 27 customers · Download the dues list as Excel or PDF from Reports.

D6

Settings — shop profile with live bill preview

Everything printed on the bill is edited here by the owner and previewed at once. Other tabs: numbering, users, print, Close Day, security, backups, audit log, data export.

Settings

Shop profileBill numberingUsers & rightsPrintClose DaySecurity & 2FABackupsAudit logData export
SANTRA TRADERS
All kinds of water, Trunk, Pipe & Sanitary goods are available here.
Santipur (Oil Pump-N.H.-41) :: Mecheda :: Purba Medinipur
7908205279 / 7872174488
বিঃ দ্রঃ- ৭ দিনের মধ্যে মাল ফেরৎ দিতে হইবে। নতুবা মাল ফেরৎ নেওয়া হইবে না। পরিবর্তনের সময়- বিকাল ৩ টা। পরিবর্তনের সময় অবশ্যই বিল সঙ্গে আনিবেন।
SANTRA TRADERS :: A/C [from bill book] · Bank of India · Mecheda Branch · IFSC BKID0004171
Bills already issued keep their printed header.
No. 1451/17-09-26Bill / EstimateMob. 7908205279 / 7872174488
SANTRA TRADERS
All kinds of water, Trunk, Pipe & Sanitary goods are available here.
Santipur (Oil Pump-N.H.-41) :: Mecheda :: Purba Medinipur
Name: Rahim Sekh
Address: Santipur
Mob.: 98300 12345 · Cust. Code: ST-C-00042
PARTICULARSQnty.RateAMOUNT
1 1/2" ELBOW upvc548240
1 1/2" TEE368204
TOTAL444
তারিখ: 17/09/26স্বাক্ষর
বিঃ দ্রঃ- ৭ দিনের মধ্যে মাল ফেরৎ দিতে হইবে। নতুবা মাল ফেরৎ নেওয়া হইবে না।
D0

Home on the shop PC

The counter view: what is waiting to print, what came in today, who owes money.

Wednesday, 17 September 2026

Search bill, name or mobile

Today's sales

₹ 14,830
9 bills

Collected

₹ 12,200
Cash 7,200 · UPI 5,000

Credit given

₹ 2,630
3 bills

Total dues

₹ 41,560
27 customers

Waiting to print

1
bill 1451 · 10:41
Yesterday · closed 22:00 automatically11 bills · sales ₹ 18,410 · collected ₹ 18,410 · credit given ₹ 0

Recent bills

BillCustomerTimeByTotalStatus
1451Rahim Sekh9:42Mr Santra2,139.00Due 139
1450Cash customer10:12Bapi560.00Paid
1449Sk Mainul9:55Bapi4,870.00Unpaid
1448Biswajit Das9:30Mr Santra1,042.00Paid

Print Queue

1451Rahim Sekh2,139.00

Close Day

Automatic at 10:00 PM · last closed yesterday 22:00 by system

D3b

Product movements

Click any product to see exactly why its stock is what it is — every import, sale and cancellation, with bill links.

Products

ItemStockSaleCost 🔒
1 1/2" ELBOW upvc47048.0035.00
1 1/2" end cap24923.0014.43

1 1/2" ELBOW upvc upvc · pcs

Stock now

470

Opening (file 08:52)

480

Sold today

−12

Cancelled today

+2
WhenMovementChangeAfterReferenceBy
17/09 11:52Cancellation+2470Bill 1446Mr Santra
17/09 9:42Sale−5468Bill 1451Mr Santra
17/09 9:30Sale−7473Bill 1448Mr Santra
17/09 8:52Stock file import480 (was 471)480Stock 17-09-2026.xlsMr Santra
D3c

Close Day and closing-stock export

The evening step. Close Day can be re-run until midnight; the export is built from that day's snapshot.

Products

Screen dimmed behind the dialog.

Close Day — Wednesday 17 September 2026

Bills

9
1 cancelled (excluded)

Sales

₹ 14,830

Credit given

₹ 2,630

Cash

₹ 8,500
incl. R-000284

UPI

₹ 5,000

Stock snapshot

612
items, 14 negative

Closing Day freezes these figures and the stock snapshot for today. Bills issued after closing are flagged on the dashboard; you can run Close Day again until midnight.

Export columns: Godown · Item Name · Sale Price · Purchase Price · Stock Quantity · Stock Value — same as the import file. Purchases entered in the stock software today must be entered after importing this file.

D4b

Customer page on the shop PC

Bills on the left, receive payment on the right — the counter version of P7 + P8.

Rahim Sekh ST-C-00042 · 98300 12345 · Santipur

Due ₹ 1,389.00
Bills (13)Payments (9)
BillDateTotalPaidDueStatus
1451/17-09-2617/09/262,139.002,000.00139.00Part paidPrint
1432/02-09-2602/09/261,250.000.001,250.00UnpaidPrint
1398/21-08-2621/08/264,870.004,870.000.00PaidPrint
1371/09-08-2609/08/26560.00560.000.00PaidPrint

Lifetime purchases ₹ 38,940 · 13 bills · first bill 12/03/26

Receive payment

1,300.00
CashUPICardCheque
17/09/2026
optional
✓1432/02-09-26
Due 1,250.001,250.00
✓1451/17-09-26
Due 139.0050.00
Remaining due₹ 89.00
D5

Reports on the shop PC

Same reports as the phone with room for the full table; the Collections tab is shown.

Reports

TodayThis monthRange
01/09/2026 – 17/09/2026
By dayItem-wiseDuesCollectionsProfit 🔒

Collected

₹ 2,18,900

Cash

₹ 1,42,300

UPI

₹ 76,600

Receipts

171
2 reversed
ReceiptDateCustomerAmountModeReferenceReceived bySettled bills
R-00028417/09/26 11:08Rahim Sekh1,300.00Cash—Bapi1432, 1451
On bill 145117/09/26 9:42Rahim Sekh2,000.00UPIGPay 4471Mr Santra1451
On bill 145017/09/26 10:12Cash customer560.00Cash—Bapi1450
On bill 144817/09/26 9:30Biswajit Das1,042.00UPIPhonePe 88Mr Santra1448
R-00028316/09/26 18:40Pranab Maity2,000.00Cash—Bapi1440

Cancelled bills and reversed payments are listed separately at the bottom of each report and never counted in totals.

D6b

Settings — users and rights

Owner adds workers, resets passwords, disables accounts, and grants the import/export right.

Settings

Shop profileBill numberingUsers & rightsPrintClose DaySecurity & 2FABackupsAudit logData export
NameUsernameMobileRoleImport/exportLast loginStatus
Mr Santrasantra7908205279Super Adminalwaystoday 9:40 · phoneActive
Bapibapi98741 20031Workertoday 9:02 · Counter-PCActiveReset password
Rajuraju90510 77219Workeryesterday 19:55 · phoneActiveReset password
Old workersubir—Worker02/07/26DisabledEnable

Workers do all daily work: bills, printing, customers, payments, lookup, reports. Only the owner sees cost price, profit, settings, cancellation and adjustments.

Add worker

Nilu
nilu
10 digits
Santra@2026 must change at first login
Can import / export stock file
D6c

Settings — numbering, print, Close Day

Three small cards the owner sets once.

Settings

Shop profileBill numberingUsers & rightsPrintClose DaySecurity & 2FABackupsAudit logData export

Bill numbering

1452 🔒
number / DD-MM-YY → 1452/17-09-26

Locked since the first bill (1451) was issued. Changing the series needs KAPAT support and is recorded.

Print

Show previous balance on the bill
Mark re-prints DUPLICATE
Print customer code on bill

Default paper is remembered per device (this PC: Roll 4"). Logo prints 18 mm high on A4, 11 mm on rolls.

Close Day

10:00 PM
Remind at 9:45 PM if not closed

Last closed: yesterday 22:00 (automatic). Today: not yet.

D6d

Settings — security and two-factor login

The owner's account gets the authenticator step; every signed-in device is listed and can be logged out.

Settings

Shop profileBill numberingUsers & rightsPrintClose DaySecurity & 2FABackupsAudit logData export

Two-factor login for Mr Santra

1. Install Google Authenticator or any authenticator app.
2. Scan this code.
3. Type the 6-digit code to switch it on.

482 ___

8 recovery codes will be shown once — print them and keep them in the shop safe.

Email me when my account signs in on a new device

Passwords: at least 10 characters; 5 wrong attempts lock the account for 15 minutes.

Signed-in devices

DeviceLast seen
Mr Santra's phone (Chrome, Android)nowthis device
Counter-PC (Edge, Windows)2 min ago · BapiLog out
Godown-PC (Chrome, Windows)yesterday · RajuLog out
D6e

Settings — backups, audit log, data export

Proof that the data is safe, a record of who did what, and the owner's copy of everything.

Settings

Shop profileBill numberingUsers & rightsPrintClose DaySecurity & 2FABackupsAudit logData export

Nightly backup

DestinationGoogle Drive — santratraders.billing@gmail.com
Last backuptoday 01:00 · 38 MB · OK
Last restore test12/09/26 · passed (KAPAT)
Copies kept30 daily, then weekly for a year

Data export (owner only)

One zip with Excel files: bills, lines, customers, payments, adjustments, products, stock movements, imports and exports log.

Last export31/08/26 by Mr Santra

Ready in a few minutes; the download link works for 24 hours. Every export is recorded.

Audit log — filter by user, action, date

WhenUserActionDetailsDevice
17/09 11:52Mr SantraBill cancelled1446/17-09-26 · reason: customer changed order · stock restored · refund R-000285phone
17/09 11:08BapiPayment receivedR-000284 · ₹ 1,300 cash · Rahim Sekh · 1432, 1451Counter-PC
17/09 10:42BapiBill printed1451 · Roll 4" · Counter-PCCounter-PC
17/09 9:42Mr SantraBill issued1451 · Rahim Sekh · ₹ 2,139 · sent to shopphone
17/09 8:52Mr SantraStock file imported612 rows · 7 new · 598 updated · 2 rejectedOwner-PC
17/09 8:31Mr SantraLogin (new device)Chrome on Android · alert emailedphone
D7

Bills list on the shop PC

Filters and sorting for finding any bill; cancelled bills stay visible, struck through.

Bills

Search bill number, name or mobile
TodayThis monthRangeUnpaidPart paidCancelled
Bill ▾DateTimeCustomerLinesTotalPaidDueByStatusPrinted
1451/17-09-2617/09/269:42Rahim Sekh112,139.002,000.00139.00Mr SantraPart paid10:42 Counter-PC
1450/17-09-2617/09/2610:12Cash customer3560.00560.000.00BapiPaid10:14 Counter-PC
1449/17-09-2617/09/269:55Sk Mainul64,870.000.004,870.00BapiUnpaid9:57 Counter-PC
1448/17-09-2617/09/269:30Biswajit Das41,042.001,042.000.00Mr SantraPaidprinting · Godown-PC
1447/17-09-2617/09/269:04Cash customer1152.00152.000.00BapiPaid9:05 Counter-PC
1446/17-09-2617/09/268:50Pranab Maity2380.00——Mr SantraCancelled—

9 bills · ₹ 14,830 · 50 per page · sort by date, number or amount

D5b

Reports Centre — any report, every column searchable

Left: the whole catalogue with a search box. Right: the one grid used by every report — quick search, a filter under each column heading, sort on any column, totals that follow the filters, export of exactly what is shown.

Reports Centre

🔍 Find a report
My reports (3)
UPI collections this month›
Dues over 30 days›
1½" items sold — Sep›
Sales (10)
Daily sales — bill-wise›
Monthly — day-wise›
Date range›
By customer›
By worker›
By payment mode›
Item-wise›
By size / material›
Cancelled bills›
Revised bills›
Money (6)
Collections›
Dues with ageing›
Customer statement›
Follow-ups kept / missed›
Credit given vs collected›
Adjustments & refunds owner›
Stock (6) · Customers (4) · Operations (4) · Profit (3) 🔒
scroll for the rest…
🔍 rahim×
Date: this month ×Mode: UPI ×＋ Filter
Bill ▲Date ▼CustomerWorkerModeTotalPaidDueStatus
contains
01/09 – 17/09
rahim
All ▾
UPI ▾
from–to
from–to
from–to
Any ▾
1451/17-09-2617/09/26 9:42Rahim SekhMr SantraUPI2,139.002,000.00139.00Part paid
1432/02-09-2602/09/26 11:20Rahim SekhBapiUPI1,250.000.001,250.00Unpaid
1419/28-08-2628/08/26 16:05Rahim AliRajuUPI1,931.001,931.000.00Paid
Totals — 3 bills shown of 148 this month (filters applied)5,320.003,931.001,389.00
Showing 1–3 of 3 · 100 rows per page · click a heading to sort, a bill or a name to open itExport contains exactly these rows and columns, with the filters printed on top
D5c

Custom report builder

For anything not in the catalogue: pick the data, the columns, the filters and a grouping; preview; save it under a name — it then appears in the catalogue.

Custom report

Sales by customer — UPI, this month

1 · Data

BillsBill lines (items)PaymentsCustomersStock movements

3 · Group by

Customer ▾

Sort

Total ↓

2 · Columns

✓Customer✓Mobile✓Bills (count)✓Total✓Paid✓DueWorkerModeLast bill datePromised datedrag to reorder · 14 more fields…

4 · Filters

Date: this month ×Mode: UPI ×Total ≥ 1,000 ×＋

Preview — grouped by customer

CustomerMobileBillsTotalPaidDue
Biswajit Das98740 55120412,640.004,220.008,420.00
Sk Mainul90070 2134426,110.001,240.004,870.00
Rahim Sekh98300 1234535,320.003,931.001,389.00
Pranab Maity94330 8800122,620.002,000.00620.00
Totals — 4 customers1126,690.0011,391.0015,299.00
Share this report with workers

Saved reports open with their columns, filters and sort exactly as saved, and can be attached to the evening or monthly email.

D5d

Dues with ageing — one of the money reports

The same grid, different columns: how long each rupee has been owed, the promise made, and Collect in one click.

Reports Centre › Money › Dues with ageing

🔍 Search any column
Balance > 0 ×Sort: Oldest first＋ Filter27 customers · ₹ 41,560 outstanding
Customer ▲0–30 days31–6061–9090+Total dueOldest billPromised
contains
≥
≥
≥
≥
from–to
before
Any ▾
Biswajit Das01,8406,58008,420.001298 · 06/07/26 · 73 d15/09 missedCollect
Md Salim03,960003,960.001361 · 17/08/26 · 31 d—Collect
Rahim Sekh1,3890001,389.001432 · 02/09/26 · 15 d25/09Collect
Sk Mainul4,8700004,870.001449 · 17/09/26 · today18/09Collect
Pranab Maity620000620.001440 · 10/09/26 · 7 dtodayCollect
Totals — 27 customers9,14014,61012,3305,48041,560.00

Ageing counts from the bill date. The same customers appear in the evening email; a promise that passes unpaid turns red here and in Follow-ups.

Printed bills — true size

X1

A4 bill

The bill book, reproduced: number, mobiles, shop name in blue, tagline, address, customer block, ruled table, TOTAL then Paid and Due, date and signature, Bengali terms, bank line.

No. 1451/17-09-26Bill / EstimateMob. 7908205279
7872174488
SANTRA TRADERS
All kinds of water, Trunk, Pipe & Sanitary goods are available here.
Santipur (Oil Pump-N.H.-41) :: Mecheda :: Purba Medinipur
Name: Rahim Sekh
Address: Santipur
Mob.: 98300 12345    Cust. Code: ST-C-00042
PARTICULARSQnty.RateAMOUNT
1 1/2" *6mtr PIPE SH 40 upvc (m)2.5150375
1 1/2" ELBOW upvc548240
1 1/2" TEE368204
1 1/2" UNION295190
1 1/4" * 1/2" tee upvc1040400
1 1/4" * 3/4" Reduser upvc626156
1 1/4" * 3/4" BUSH upvc1220240
3/4 teflon tape6636
1 1/2" end cap22346
1 1/2" F T A336108
1 1/2" MTA436144
 
 
 
 
TOTAL2,139.00
Paid (UPI)2,000.00
Due139.00
তারিখ: 17/09/26স্বাক্ষর
বিঃ দ্রঃ- ৭ দিনের মধ্যে মাল ফেরৎ দিতে হইবে। নতুবা মাল ফেরৎ নেওয়া হইবে না। পরিবর্তনের সময়- বিকাল ৩ টা। পরিবর্তনের সময় অবশ্যই বিল সঙ্গে আনিবেন।
BANK DETAILS : SANTRA TRADERS :: A/C [exact number from bill book] · Bank of India · Mecheda Branch · IFSC BKID0004171
X2

Roll bill, 4-inch

Same content in one column; the roll runs as long as the bill needs.

No. 1451/17-09-26Bill / EstimateMob. 7908205279 / 7872174488
SANTRA TRADERS
All kinds of water, Trunk, Pipe & Sanitary goods are available here.
Santipur (Oil Pump-N.H.-41) :: Mecheda :: Purba Medinipur
Name: Rahim Sekh   Code: ST-C-00042
Address: Santipur    Mob.: 98300 12345
PARTICULARSQtyRateAmt
1 1/2" *6mtr PIPE SH 40 upvc (m)2.5150375
1 1/2" ELBOW upvc548240
1 1/2" TEE368204
1 1/2" UNION295190
1 1/4" * 1/2" tee upvc1040400
1 1/4" * 3/4" Reduser upvc626156
1 1/4" * 3/4" BUSH upvc1220240
3/4 teflon tape6636
1 1/2" end cap22346
1 1/2" F T A336108
1 1/2" MTA436144
TOTAL2,139.00
Paid (UPI)2,000.00
Due139.00
তারিখ: 17/09/26স্বাক্ষর
বিঃ দ্রঃ- ৭ দিনের মধ্যে মাল ফেরৎ দিতে হইবে। নতুবা মাল ফেরৎ নেওয়া হইবে না। পরিবর্তনের সময়- বিকাল ৩ টা। পরিবর্তনের সময় অবশ্যই বিল সঙ্গে আনিবেন।
BANK DETAILS : SANTRA TRADERS :: A/C [from bill book] · Bank of India · Mecheda Branch · IFSC BKID0004171
X3

Roll bill, 6-inch

Closest to the present bill book's width. The 5-inch layout sits between the two.

No. 1451/17-09-26Bill / EstimateMob. 7908205279 / 7872174488
SANTRA TRADERS
All kinds of water, Trunk, Pipe & Sanitary goods are available here.
Santipur (Oil Pump-N.H.-41) :: Mecheda :: Purba Medinipur
Name: Rahim Sekh
Cust. Code: ST-C-00042
Address: Santipur
Mob.: 98300 12345
PARTICULARSQnty.RateAMOUNT
1 1/2" *6mtr PIPE SH 40 upvc (m)2.5150375
1 1/2" ELBOW upvc548240
1 1/2" TEE368204
1 1/2" UNION295190
1 1/4" * 1/2" tee upvc1040400
1 1/4" * 3/4" Reduser upvc626156
1 1/4" * 3/4" BUSH upvc1220240
3/4 teflon tape6636
1 1/2" end cap22346
1 1/2" F T A336108
1 1/2" MTA436144
TOTAL2,139.00
Paid (UPI)2,000.00
Due139.00
তারিখ: 17/09/26স্বাক্ষর
বিঃ দ্রঃ- ৭ দিনের মধ্যে মাল ফেরৎ দিতে হইবে। নতুবা মাল ফেরৎ নেওয়া হইবে না। পরিবর্তনের সময়- বিকাল ৩ টা। পরিবর্তনের সময় অবশ্যই বিল সঙ্গে আনিবেন।
BANK DETAILS : SANTRA TRADERS :: A/C [from bill book] · Bank of India · Mecheda Branch · IFSC BKID0004171
X4

Payment receipt, roll

Printed when a customer pays later. Shows what was settled and what remains.

SANTRA TRADERS
Santipur (Oil Pump-N.H.-41) :: Mecheda :: Purba Medinipur · Mob. 7908205279
PAYMENT RECEIPT R-00028417/09/26 · 11:08
Received from: Rahim Sekh (ST-C-00042) · 98300 12345
Amount: ₹ 1,300.00 · Cash · received by Bapi
Settled againstBill totalPaid nowStill due
1432/02-09-261,250.001,250.000.00
1451/17-09-262,139.0050.0089.00
Balance due after this payment89.00
Thank youস্বাক্ষর
X2b

Roll bill, 5-inch

Between the 4-inch and 6-inch layouts; the header fits on one line.

No. 1451/17-09-26Bill / EstimateMob. 7908205279 / 7872174488
SANTRA TRADERS
All kinds of water, Trunk, Pipe & Sanitary goods are available here.
Santipur (Oil Pump-N.H.-41) :: Mecheda :: Purba Medinipur
Name: Rahim Sekh
Cust. Code: ST-C-00042
Address: Santipur
Mob.: 98300 12345
PARTICULARSQnty.RateAMOUNT
1 1/2" *6mtr PIPE SH 40 upvc (m)2.5150375
1 1/2" ELBOW upvc548240
1 1/2" TEE368204
1 1/2" UNION295190
1 1/4" * 1/2" tee upvc1040400
1 1/4" * 3/4" Reduser upvc626156
1 1/4" * 3/4" BUSH upvc1220240
3/4 teflon tape6636
1 1/2" end cap22346
1 1/2" F T A336108
1 1/2" MTA436144
TOTAL2,139.00
Paid (UPI)2,000.00
Due139.00
তারিখ: 17/09/26স্বাক্ষর
বিঃ দ্রঃ- ৭ দিনের মধ্যে মাল ফেরৎ দিতে হইবে। নতুবা মাল ফেরৎ নেওয়া হইবে না। পরিবর্তনের সময়- বিকাল ৩ টা। পরিবর্তনের সময় অবশ্যই বিল সঙ্গে আনিবেন।
BANK DETAILS : SANTRA TRADERS :: A/C [from bill book] · Bank of India · Mecheda Branch · IFSC BKID0004171
X5

Re-print of a cancelled bill

A cancelled bill can still be printed for the record: CANCELLED across the page, DUPLICATE in the header, reason at the foot.

No. 1446/17-09-26Bill / Estimate DUPLICATEMob. 7908205279 / 7872174488
SANTRA TRADERS
All kinds of water, Trunk, Pipe & Sanitary goods are available here.
Santipur (Oil Pump-N.H.-41) :: Mecheda :: Purba Medinipur
Name: Pranab Maity   Code: ST-C-00203
Address: Kolaghat    Mob.: 94330 88001
PARTICULARSQtyRateAmt
1 1/2" ELBOW upvc24896
1 1/2" * 1" Reduser1160160
1 1/4" * 3/4" Reduser upvc426104
1 1/4" * 3/4" BUSH upvc12020
TOTAL380.00
তারিখ: 17/09/26স্বাক্ষর
CANCELLED 17/09/26 9:05 by Mr Santra — customer changed order. Stock restored. Re-printed 17/09/26 12:10 on Counter-PC.
E1

Evening email to the owner (with PDF attachments)

Sent automatically after Close Day. The same summary can go on WhatsApp in a later phase. A monthly version arrives on the 1st.

From: Santra Traders Billing <billing@santratraders.in>To: Mr Santra (owner)Subject: Day summary 17/09/2026 — sales ₹ 14,830 · collected ₹ 13,500 · dues ₹ 41,560 · 3 follow-ups tomorrow
Santra Traders — Wednesday 17 September 2026

Sales

₹ 14,830
9 bills · 1 cancelled

Collected

₹ 13,500
Cash 8,500 · UPI 5,000

Credit given

₹ 2,630

Total dues

₹ 41,560
27 customers

Closed by

System 22:00
stock snapshot 612 items
Follow-ups due tomorrow (3)
CustomerMobileDuesPromisedNote
Biswajit Das98740 551208,420.0015/09 (overdue)after Puja
Sk Mainul90070 213444,870.0018/09part payment
Tapan Jana94750 112092,300.0018/09—
Largest dues
CustomerDuesOldest
Biswajit Das8,42073 days
Sk Mainul4,870today
Md Salim3,96031 days
Tapan Jana2,30012 days
Stock to look at
ItemStockWhy
1 1/2"*3mtr DROOP PIPE SK−212negative
1 1/2" UNION−5negative, sold today
0.5 HP DOM SP KOEL 25*250sold out today
3/4" TEE cpvc18below 7-day sales (41)
Top items today

1 1/2" *6mtr PIPE SH 40 upvc 46 m · 1 1/2" ELBOW upvc 38 · 1 1/4" * 1/2" tee upvc 30 · 3/4" TEE cpvc 24

Attached
📄 Day report 17-09-2026.pdf📄 Dues list.pdf📄 Follow-ups.pdf📊 Closing stock 17-09-2026.xlsx

Automatic message from the billing system · change what it contains or when it is sent in Settings › Notifications.

The three daily flows

F1

A bill made away from the shop

Owner on the phone, worker at the counter, nobody makes a phone call.

Owner · phoneEnter customer mobileName, address and balance fill in.Screen P3
→
Owner · phoneType, tick, add itemsQuantities and rates; total updates.P4 · P5
→
Owner · phoneIssue & send to shopNumber 1451 assigned, stock deducted.P6
→
Worker · shop PCBill appears with a soundChoose paper, print.D1
→
Worker · shop PC“Did it print?” — YesGoods handed over with the bill.D1b · X2
→
Owner · phoneStatus: Printed 10:42Nothing more to do.P6
F2

A customer pays a pending amount

Any worker can take the payment; the oldest bills clear first.

WorkerSearch the mobile numberCustomer page opens with balance ₹ 1,389.P10 · P7
→
WorkerReceive payment ₹ 1,300Oldest bill ticked automatically.P8
→
WorkerSave & print receiptReceipt R-000284 on the roll printer.X4
→
OwnerDues report updatesBalance now ₹ 89.P9 · D4
F3

Day start and day end

The stock software stays the master for purchases; the billing system carries the day.

Owner · morningExport from stock softwareThe usual XLS file.outside the system
→
OwnerImport, read the check report, confirmQuantities replaced, prices updated.D3
→
Everyone · all dayBills deduct stock automaticallyNegative stock warns, never blocks.P5 · D2
→
Owner · eveningClose Day (or auto at 10 PM)Day total frozen, closing stock snapshot.D3
→
OwnerExport closing stock, import into stock softwareSame six columns, no editing.D3
F4

A bill has to be cancelled

Owner only. The number is never reused; money and stock both go back where they came from.

WorkerCustomer changes the order after printingPrinted bills cannot be edited.P6 · rule B4
→
Owner · phoneCancel bill 1446 with a reasonChoose: refund cash now, or keep as customer credit.P6b
→
SystemStock restored, refund recordedReceipt marked VOID; audit entry written.D3b · D6e
→
WorkerMake the new billNew number 1452; the old one stays on record.P3 → P6
F5

First day — setting the system up

What the owner does once, with KAPAT beside him, before the first real bill.

OwnerShop profile from the bill bookHeader, mobiles, terms, bank line, logo.D6
→
OwnerBill numbering: next = 1451Locked after the first bill.D6c
→
OwnerWorker accounts and rightsBapi, Raju; 2FA on the owner's login.D6b · D6d
→
OwnerImport the stock file612 items appear in the picker.D3
→
WorkerTest prints on both printersA4 and each roll width approved.X1 – X3
→
EveryoneOne week beside the bill book, then cut-overBackups verified nightly.D6e
F6

Chasing a pending payment — without remembering anything

The promised date does the remembering; the owner only makes the call.

WorkerBill part-paid at the counterCustomer says “I'll pay next week”.P5
→
WorkerPromised date noted on the bill25/09, note “after site work”.P7d
→
System · 24/09 22:05Evening email lists it under “tomorrow”Also in Follow-ups and on Home.E1 · P15 · P2
→
Owner · 25/09Tap Call from Follow-upsCustomer comes in.P15
→
WorkerReceive paymentReminder clears itself; receipt printed.P8 · X4