User Guide

From installation to your first export invoice and packing list, in ten simple steps.

★ The home menu and shortcut letters

  1. After you open a company you see the Home screen: a search bar (type invoice, party, ledger...) and 8 big tiles: Sales, Purchases, Export, Accounts, Banking, GST, Reports and Settings. Stock is inside Purchases and Reports, customers inside Sales; Ctrl+D opens the Dashboard.
  2. Each name has one underlined letter. Press it (when no box is being typed in) to open that section, or use the arrow keys and Enter.
  3. Inside a section every item has its own underlined letter too. Esc goes back one step: item, section, then Home.
  4. The Dashboard shows today's sales, payments received and due, low stock, what customers owe you, what you owe, your bank balance, up to 5 alerts, a 6-month chart and the last 5 entries. Point at the small i to see what a number means; click any card to open its screen.
  5. Settings → Appearance: Light, Dark, Classic Blue, Glass or High Contrast, an accent colour, text size and font. Changes apply at once and stay after you close the app; Reset to default brings everything back.
  6. Export → Shipments: enter an order once (buyer, goods, prices, currency, ports, container) and make its proforma, export invoice and packing list from it. The timeline shows each step: proforma, invoice, packing list, shipping bill, shipped, payment, eBRC and RoDTEP / drawback claim. Click a step to add what is missing.
  7. Accounts → Export to Tally: choose dates and what to send, check the summary and save two files. In Tally Prime: Import › Masters, then Import › Transactions.
  8. Sales → New sales invoice opens the domestic GST bill; Export → New export invoice opens the export invoice.

1 Install and log in with the email code

  1. Download RMC EXPORT BILLING Setup.exe from the home page and run it.
  2. If Windows shows a warning, click More info, then Run anyway.
  3. Choose whether to add a desktop shortcut, then click Install and Finish.
  4. On the first start, click Register, enter your name, a username, your email address and a password.
  5. We send a verification code to your email. Type it in to finish. Use the same email code step whenever you sign in or reset your password.

An internet connection is needed for sign-up and email codes. Each email address and username can be registered only once, anywhere in the world. Your account is stored securely online, so the same login works on any computer where you install the app. Your bills and customers stay on the PC where you created them.

2 Set up company details and logo

  1. Open Settings from the sidebar.
  2. Enter your company name, address, phone, email, GST number and bank details.
  3. Enter your GST state (needed for domestic tax invoices) and, optionally, your PAN, which prints on tax invoices.
  4. Under Watermark, check the Watermark text. It starts as your company name (for example SUNRISE TEXTILES) and you can change it, or untick the box to print bills without a watermark.
  5. Optionally Upload signature and Upload company seal (PNG or JPG). A white background is removed automatically, and you can preview or Remove them. They print in the Authorised Signatory box of every bill. Without them, the box stays empty for a handwritten signature.
  6. Under Bill numbers, give each series (export invoices, domestic tax invoices, purchases) a Bill number short name such as VMT, and the Next number to start from, such as 128. The preview shows the next bill number, for example VMT/128/26-27. Leave the short name empty for no prefix (128/26-27). Each series goes up by 1 with every new bill and starts again at 1 on 1 April, when the year part changes (for example 26-27 to 27-28).
  7. Save. These details appear on every invoice, packing list and purchase PDF.

The watermark text is printed in large, faint grey capitals diagonally across every page of every bill, packing list, purchase PDF and customer statement, from the bottom-left corner to the top-right, behind the text. It stays readable on screen and in black-and-white printouts. Your logo is not used as a watermark. Our app name and logo never appear on your bills.

3 Add customers

  1. Open Customers and click the button to add a new customer.
  2. Fill in the customer name, email, phone, GST number (optional), address, country, state or region and city.
  3. Save. The customer can now be picked as the buyer on any invoice.
  4. For a different delivery address, add the party under Consignees in the same way.

4 Create an invoice: buyer, consignee, shipping, terms and currency

  1. Open Invoices and click New invoice.
  2. Invoice details: the next invoice number is filled in for you. You can change it before saving; you are warned if that number already exists. Pick the invoice date and the Currency.
  3. Exchange rate: for a foreign currency, today's live rate to the rupee (for example 1 USD = ₹83.25) is filled in. You can type your own rate instead, such as the customs or bank rate. The rate is saved on the invoice, so old invoices never change.
  4. Bill To (Buyer): search and choose a saved buyer. The name, address and GST number fill in automatically.
  5. Ship To (Consignee): choose a saved consignee, or type the details. Use Add New Consignee to save a new one.
  6. Shipping: fill in the country of origin and destination, pre-carriage, port of loading, port of discharge, vessel / flight / road and place of delivery.
  7. Terms: enter the Terms of delivery (for example FOB or CIF) and the Payment terms.

5 Add goods: HSN, quantity, unit, rate, discount and GST

  1. In the Goods section, enter the marks & numbers and the number and kind of packages.
  2. For each line, choose the Product and check the description and HSN code.
  3. Enter the Qty, choose the Unit, and type the Rate.
  4. Add a Discount % if needed, and set the GST %.
  5. The taxable amount, tax and line total are calculated for you. Add more lines as needed.

CGST, SGST and IGST are worked out automatically from the amounts. Up to 15 items fit on one A4 page. More than that continues on a second page with the table headings repeated.

6 Add freight and insurance

  1. Below the goods table, type the Freight charges and the Insurance amount.
  2. They are added to the invoice total. The round-off is applied automatically.
  3. Check the taxable amount and taxes in the summary.

7 Fill in the packing list weights

  1. In the Packing list section, add a row for each pack type.
  2. Enter the marks & numbers, kind of packages, description, number of bundles, Net weight (kg) and Gross weight (kg).
  3. Use the Notes box for remarks such as “Each bale 12 bundle”.
  4. Click Save to store the invoice and its packing list.

8 Save and view the PDF

  1. Open the saved invoice from the Invoices list.
  2. Click View PDF (English) or View PDF (Tamil) for the invoice, or Packing list PDF for the packing list. The PDF is saved in your Bills folder and opens in your computer's PDF viewer (such as Edge or Adobe Reader), while the app stays on the invoice.
  3. Use Print to print the invoice or packing list on A4, or an 80 mm receipt. Each PDF fills one A4 page, with totals, bank details, declaration and signature at the bottom.
  4. If the buyer has an email address, you can send the PDF straight from the invoice page.

9 Set the payment status

  1. On the invoice page, find the status menu.
  2. Choose Unpaid, Paid or Cancelled and save.
  3. The status shows in your invoice list and in the reports.

Live rates: the dashboard shows live currency rates to the rupee, USD first, with a list to pick any other currency. They refresh every 2 minutes. Without internet, the last saved rates are shown with a small warning.

Backups: your data is stored in your own Windows user folder and is backed up automatically. Uninstalling the app does not delete your data.

10 Create a domestic tax invoice

  1. Open Invoices and click New domestic tax invoice.
  2. Choose the buyer (Bill to) and consignee (Ship to). Make sure each one has a state, so the state code prints.
  3. Fill in the delivery note, mode of payment, buyer's order no., dispatch details, vehicle no. and terms of delivery as needed.
  4. Add the goods with HSN/SAC, quantity, unit, rate and discount %. Each line can have an optional smaller detail line.
  5. Keep Include signature and seal ticked to print your uploaded signature and seal, or untick it to sign by hand.
  6. Save, then click Original PDF, Duplicate PDF, Triplicate PDF or All 3 copies PDF.

The PDF uses a clean modern layout in your theme colour: your company name, slogan and GSTIN at the top left, INVOICE with the date, invoice number and customer ID at the top right, Bill To and Ship To boxes, a details bar (Salesperson, P.O. #, Ship Date, Ship Via, Vehicle No., Terms), the item table, totals with tax rates and round off, the amount in words, your comments and bank details, and the Authorised Signatory box. Set the slogan and the default comments (for example "Total payment due in 30 days") in Settings.

If the buyer is in your state, the invoice shows CGST + SGST. If the buyer is in another state, it shows IGST. The PDF also shows the round-off, the amount and tax in words, an HSN-wise tax table, your PAN, bank details and the declaration. Up to 15 items fit on one A4 page.

11 Record purchases and print the purchase register

  1. Open Purchases from the sidebar and click New purchase.
  2. Your own Purchase No. is filled in from the purchase series (you can change it). Enter the supplier bill no., bill date, supplier, and the supplier's GSTIN and state.
  3. Add each item with HSN, quantity, unit and rate. The taxable value, CGST/SGST or IGST, round off and total are worked out for you.
  4. Optionally attach a photo or PDF of the original bill (PDF, JPG, PNG or WebP, up to 10 MB). You can also attach or replace it later on the purchase page.
  5. Click Save purchase. Use Open / Print PDF to print the purchase.
  6. On the Purchases page, pick the dates and click Purchase register PDF for a register of all purchases in that period.

12 Check your monthly GST summary

  1. Open GST summary from the sidebar and pick a month.
  2. See the sales tax collected, the purchase tax paid (input tax credit), and the difference: GST payable, or extra input credit to carry forward.
  3. The table splits each into CGST, SGST and IGST, and lists every sales and purchase bill of the month. Use Print for a paper copy.

Amounts are in rupees. A foreign-currency invoice is converted with the exchange rate saved on it. Cancelled invoices are left out. When filing GSTR-3B, check the final figures with your tax adviser.

13 Make a sales bill

  1. Open Sales bills and click to add a new bill. Enter the bill number, date and buyer.
  2. Add each item: description (with an optional detail line), HSN/SAC, quantity, unit, rate, discount % and GST %. Use Add item for more rows. Picking a product fills the name, rate, unit and HSN.
  3. Add any freight or other charges, and the dispatch details if needed. The amount, GST and total are shown as you type.
  4. Save, then use Open / Print PDF. The bill prints in the same modern invoice layout, with CGST + SGST or IGST worked out from the buyer's state and the total rounded to the nearest rupee.

Each sales bill number can be used only once. Purchase PDFs use the same layout as a PURCHASE INVOICE, with Supplier and Delivered To boxes.

14 Send a customer statement

  1. Open Customers and click Statement next to a customer, or open the customer's ledger and click Statement.
  2. Choose the Date range: This month, This financial year (1 April to 31 March) or Custom dates, then click Show statement. If you bill the customer in more than one currency, pick the currency too.
  3. The statement lists every bill and payment in date order with the bill amount, payment received and running balance, plus the opening balance, total billed, total received and closing balance due.
  4. Click Download PDF for a statement with your company header and the customer's details, Export to Excel for a spreadsheet, or Email statement to send the PDF to the customer.

Cancelled bills are left out. A bill marked Paid without a recorded payment shows as “Marked as paid” on its bill date. Only the company owner can see and send statements.

15 Give your staff access

  1. Open Settings and click Manage staff access. Add a staff member with their e-mail, or create a new login for them.
  2. Staff can create invoices and sales bills, and edit or change the payment status of the bills they created themselves.
  3. Only the owner can delete bills, see reports, the GST summary and customer statements, change company settings and manage staff. These options are hidden from staff and blocked for them.

16 Get updates

  1. When you open the app, it quietly checks for a new version. If there is one, a message shows what’s new with a Download update button.
  2. Click Download update, run the new setup file and click through it. Your data stays as it is.
  3. To check yourself, open Settings and click Check for updates. Your current version number is shown there.

Without internet the check is simply skipped.

17 Cloud bills

  1. With a Premium plan, every time you open or print a bill’s PDF, a copy is also saved securely on our server. Saving is never slower: the copy goes in the background, and without internet it is simply sent next time.
  2. To see them, open Settings and click Cloud bills. Click Open PDF to open a bill on any computer where you log in with your account.
  3. Remove from cloud deletes only the server copy. The copy on your PC stays.

On the free plan nothing is sent to the server: your bills stay only on your PC.

18 Sign bills with your digital signature (DSC)

  1. Plug in your USB DSC token (ePass, HyperPKI, ProxKey ...) and install its driver. Open Settings > Digital signature, choose USB DSC token, pick your certificate from the list and tick Digital signature on. You can also use a .pfx file with its password.
  2. On an invoice, sales bill or purchase, click Sign PDF and type your token PIN. The PIN is used once and never saved. Tick Sign automatically to sign every bill PDF when it is opened or printed.
  3. The signed PDF shows "Digitally signed by ..." with a tick in the Authorised Signatory box, and Adobe Reader can check the signature.
  4. Sign the final bill: a signed PDF cannot be changed. If you edit the bill later, sign it again.

To try it without a token, click Create test certificate. PDFs signed with it say TEST and are not legally valid.

19 Import from Tally or Excel, and export

  1. Open Settings > Import data. For Tally, export the report in Tally with Ctrl+E as XML and choose that file. Customers (Sundry Debtors), suppliers (Sundry Creditors), stock items and sales and purchase vouchers come in.
  2. For Excel or CSV, download a template (customers, suppliers, items, sales bills, purchase bills), or use your own file and match its columns.
  3. Check the preview: it shows how many records are new, which are duplicates (skipped) and which have errors such as a wrong GSTIN or date. Then click Import.
  4. Files of up to 2 GB can be imported. Big files show a progress bar with the percentage and the number of records, and a Cancel button. They are read a little at a time and saved in batches, so the app keeps working while they import; Cancel (or an error) removes whatever was saved, so nothing is left half-imported.
  5. A backup is made before every import. Undo last import removes what it added.
  6. Under Export, download customers, suppliers, items, sales, purchases or the GST summary to Excel, or sales and purchase vouchers as Tally XML to import into Tally.

20 E-invoice, e-way bill and GSTIN check

  1. Fill the e-invoice fields once: on the bill, the Seller, the buyer's legal name, PIN code and state code, the place of supply, each item's UQC unit, and the Transport details. Export invoices also have Export details (LUT or with tax, port code, shipping bill, country code). PIN codes, state codes and transporters are remembered for next time.
  2. In Settings > GST portal connection, choose your GSP, enter the API details and switch it on. Everything is stored encrypted on your PC. Use Sandbox to test first.
  3. Open a saved bill. The GST documents panel on the right has Generate e-Invoice and Generate e-way bill. The IRN, Ack No., Ack Date, QR code and e-way bill number are then printed at the top right of the invoice PDF.
  4. From the same panel you can cancel an e-invoice or e-way bill within 24 hours, update the vehicle and extend the e-way bill.
  5. Next to a customer's GSTIN, click Verify to check it and fill in the legal name, address and state.

No GSP yet? Use the free options: Export e-Invoice JSON for the e-invoice portal, then Import signed e-Invoice, and the e-way bill JSON for the e-way bill portal.

21 Accounting: ledgers, vouchers and reports (Tally style)

  1. Open Accounting in the menu (owner only; staff cannot see it). Every sales bill, export invoice and purchase is posted automatically: customers to Sundry Debtors, suppliers to Sundry Creditors, sales and purchases to their accounts, and GST to the Output / Input CGST, SGST and IGST ledgers. Payments received and made, and expenses, become Receipt and Payment vouchers.
  2. Chart of accounts has Tally's groups (Capital, Loans, Current Liabilities, Fixed Assets, Current Assets, Sales, Purchases, Direct and Indirect Expenses and Incomes). Create your own ledgers and groups and type opening balances (Dr or Cr). Enter your capital so the opening balances add up.
  3. Enter Sales, Purchase, Receipt, Payment, Contra, Journal, Credit Note and Debit Note vouchers. A voucher saves only when the debit and credit totals are equal.
  4. Reports: Day Book, Journal Register, Ledger, Trial Balance, Profit & Loss A/c, Balance Sheet, Cash Book, Bank Book, Outstanding Receivables and Payables and the GST ledgers summary, for any dates or financial year (April to March). Click a line to open the ledger, then the voucher, then the bill.
  5. Every report has Print / PDF and Export Excel, with your company header and text watermark.
  6. Each new financial year starts with last year's closing balances; last year's profit moves to the Profit & Loss A/c.

The Accounting page shows two checks at all times: the Trial Balance matches and the Balance Sheet balances.

22 Keyboard shortcuts

  1. Vouchers: F4 Contra, F5 Payment, F6 Receipt, F7 Journal, F8 Sales, F9 Purchase, Ctrl+F8 Credit Note, Ctrl+F9 Debit Note.
  2. Ctrl+A save, Esc back or cancel, Ctrl+N new sales bill, Alt+P print or PDF, Alt+E export to Excel, Alt+D delete (owner only, asks first).
  3. Alt+F10 opens a new Delivery Challan from any section.
  4. Alt+C creates a ledger, customer or item without leaving the form. Ctrl+F searches customers, items, bills, ledgers and pages. Alt+F2 changes the period of the reports.
  5. Enter moves to the next field. On the last field of a bill or voucher it asks Accept? Yes / No; Ctrl+A saves and asks the same question. Esc goes back one step, and on a changed bill asks Quit without saving? Yes / No. Every Yes / No box also answers to Y and N. The Up / Down arrows move through lists and reports, and Enter opens the line.
  6. In a customer, supplier, consignee, item or ledger field, Ctrl+C (or Alt+C) opens a small box to create a new one; what you typed is kept and the new entry fills the field. Anywhere else Ctrl+C copies as usual.
  7. F2 changes the voucher date (you can type 5-11, 5/11 or 05-11-2026) and the next bill keeps that date. Alt+F3 selects another company, Alt+F1 switches a report between detailed and condensed, and F12 chooses the columns of the screen.
  8. Press Ctrl+H for the full list, with a search box. Buttons show their shortcut, for example "Save (Ctrl+A)".
  9. To use other keys, click Edit next to an action, press the new keys and click Save. You are warned if the keys are already used, and keys Windows keeps (Alt+F4, Alt+Tab, Ctrl+C ...) are refused. Reset to default puts one or all shortcuts back. Your shortcuts are saved for your login.

23 Companies, passwords and Tally companies

  1. You stay logged in on your computer until you click Log out. When the app opens, it shows the full-screen Select Company page, like Tally's Gateway: the companies in alphabetical order on the left (a lock shows a password), and the company's Username and Password with Open on the right. Use the arrow keys and Enter. At the bottom: Create (Alt+C), Alter (Alt+A), Delete (Alt+D, owner only, asks to confirm), Import from Tally (Alt+I) and Log out.
  2. Every company is completely separate: its customers, suppliers, items, bills, ledgers, accounting reports and settings never mix with another company.
  3. In Settings > Company login the owner can give a company its own login ID and password, or choose No password. A company with a password asks for it every time it is opened.
  4. Change Company (button at the top of the menu, or Alt+F3) goes back to Select Company.
  5. In Settings > Staff the owner ticks which companies each staff member may open. Staff see only those.
  6. A Tally file with several companies: on Select Company choose Import from Tally (Alt+I), or use Settings > Import data inside a company. A list shows every company (name, GSTIN, state, financial year and what is in it). Tick the ones to import: each becomes its own company with its details (mailing name, address, state, PIN, GSTIN, PAN, financial year, books beginning date, currency), all ledgers with opening balances, GST, address and bank details, stock groups, items with HSN, GST rate and opening stock, units, godowns, cost centres and every sales, purchase, receipt, payment, contra, journal, credit and debit note voucher with its narration, bill references and taxes. The Trial Balance then matches Tally ledger by ledger. Excel / CSV files ask which of your companies to import into. A summary is shown for each company afterwards. A company with the same name that you already have gets the data added, and duplicates are skipped.

25 Delivery challan

  1. Use a delivery challan when goods leave without an invoice: supply on approval, job work, sale to follow, branch transfer or others. Open the Delivery Challan box on the main menu (press L), or press Alt+F10 anywhere to start a new one.
  2. The challan gets its own number with your company short name, for example VMT/DC/12/26-27, counting up within each financial year. You can type your own number if it is free.
  3. Fill in the date, the reason, the consignor (From) and the consignee (To) with GSTIN, address, state and PIN, then the items (description, HSN, quantity, unit and approximate value), the transport details (transporter, vehicle number, mode and LR number) and remarks. Choose a saved customer to fill the consignee. Your own company is filled in as the consignor.
  4. Print or PDF makes a classic tax-challan on one A4 page per copy: your company details, the consignor and consignee boxes, the item table with HSN, quantity, rate, GST columns and totals, terms, the certificate, signature and seal, E & OE and your text watermark. Tick Original, Duplicate and Triplicate to print one or all three copies. The terms come from Settings > Billing > Delivery challan terms. Duplicate copies a challan to a new one with the next number.
  5. Convert to Invoice creates a domestic tax invoice from the challan (buyer, items, HSN, quantity and rate worked out from the approximate value) and marks the challan Billed. Check the rates and GST on the new invoice. A billed challan cannot be changed.
  6. The challan list shows the status Open, Billed or Returned and can be searched and filtered by date and status. Esc goes back one step and asks before leaving a changed form.

26 Appearance: colours, font and sizes

  1. Open Settings > Appearance (or Preferences > Colours, font and sizes at the top). Choose colours for the app background, menu boxes, buttons, button text, headings, normal text, table headers, table rows, input boxes and borders.
  2. Choose the font (Segoe UI, Roboto, Open Sans, Poppins or Noto Sans Tamil) and a size for headings, normal text, tables and buttons: small, medium, large or extra large. Choose 2, 3 or 4 menu boxes per row, and on the dashboard tick which cards and charts to show and drag them into your own order.
  3. One click sets a whole theme: Blue and White (the default), Navy, Maroon, Green, Dark or Tally Classic.
  4. The live preview shows your choice before you save. A warning appears when text is too close to its background colour. Reset beside an item puts that item back to the default, and Return everything to default resets all of them.
  5. Your choices are saved for your own login and used on every screen, including Select Company and the main menu. Bill PDFs keep their own layout.

27 Tally import: items and stock

  1. Export from Tally as XML with All Masters including inventory (stock items, groups, units, godowns) and the Day Book. The preview counts the items; if the file has none it says "No products found. In Tally, export All Masters including inventory."
  2. Each item is imported with its name, alias, stock group, unit, HSN / SAC, GST rate (its own, or its stock group's, or the company's), rate, opening quantity, opening value and godown, into the right company. An item used in a voucher but missing from the masters is created from the voucher.
  3. Imported sales and purchase vouchers move the stock (opening stock + purchases − sales). Undo import takes the items and their stock moves away again.

28 Payment and Receipt vouchers

  1. Press F5 (Payment) or F6 (Receipt), or use the boxes on the main menu or the Accounting tabs.
  2. Choose the Cash or Bank account, the date, the mode (Cash, Cheque, NEFT, RTGS, UPI), a reference number and a narration. Add a line for each party or ledger. A voucher can have several lines.
  3. For a customer or supplier choose Agst Ref (one of their pending bills is offered, with the amount still due), On Account or Advance.
  4. The voucher is posted to the Cash Book, Bank Book, the ledgers and the outstandings. Print or PDF on the voucher page makes a voucher PDF.

29 Automatic payment status

  1. You are never asked to tick Paid or Unpaid. Each bill shows a badge worked out from the receipts and payments: Paid (green), Partly Paid (orange) or Unpaid (red), with the amount received and the balance due.
  2. Receipts and payments that name the bill (Agst Ref) count against it. For a Tally file the bill-wise details (New Ref, Agst Ref, Advance, On Account) are used. Credit notes and export realizations count too.
  3. The same state is used on the dashboard, payment reminders and customer statements. Cancel bill is still there for a bill made by mistake.

30 GST returns: GSTR-1, GSTR-3B, GSTR-2B

  1. Open GST > Returns and choose monthly or quarterly filing. It shows the due dates (GSTR-1 on the 11th, GSTR-3B on the 20th; quarterly 13th and 22nd / 24th) and reminds you on the dashboard. Mark as filed clears a reminder.
  2. GSTR-1 is built from your sales: B2B bill-wise, B2C large and small, exports (with and without payment, shipping bill details), credit and debit notes, nil-rated, the HSN summary and the document summary. Problems (missing or wrong GSTIN, wrong state code, missing HSN, long or repeated invoice numbers, wrong tax head) are listed before you export. Download JSON makes the file to upload on gst.gov.in (check it in the GST offline tool first); Excel makes a workbook.
  3. GSTR-3B shows outward supplies, input tax credit from purchases, the tax payable by CGST, SGST and IGST, how the credit is used, and the net to pay in cash, with an Excel export.
  4. GSTR-2B match: import the GSTR-2B JSON from the portal. Every supplier bill is compared with your purchases and shown as matched, mismatched (with the reason), missing in your books, or missing in GSTR-2B.

31 Stock reports

  1. The Stock box (press K) shows the stock summary (opening, inward, outward, closing, rate and value), the item-wise movement (in, out and balance for each item, from its name), godown-wise stock and the total stock value, with Excel exports.
  2. Sales, purchases, credit and debit notes and Tally vouchers update the stock by themselves. Set a minimum level on an item (Items > edit); items at or below it are flagged here, on the Items page and on the dashboard.

32 Bank reconciliation

  1. Open Bank Reconciliation (press B), choose the bank account and import the bank statement (Excel or CSV with Date, Narration, Debit / Withdrawal, Credit / Deposit and Balance).
  2. Lines are matched with the Bank Book automatically by amount, date and reference. Match the rest by hand from a list, or Book a bank-only line (charges, interest) as a voucher in one click.
  3. The page shows the balance as per books, the unmatched items on both sides, the reconciled balance, the statement balance and the difference.

33 Export tracking

  1. Open Export Tracking (press X). For each export invoice enter the shipping bill number, date and port code, then record every realization: the amount received in foreign currency, the date, the exchange rate, the bank and the BRC / e-BRC number.
  2. The pending list shows what is still to be realized and the deadline (9 months from the shipping bill); you are reminded on this page and on the dashboard before it ends.
  3. Enter your LUT number and validity; you are reminded 45 days before it ends.
  4. If the money comes in at a different rate from the one the invoice was booked at, the difference is posted automatically as a Foreign Exchange Gain / Loss.

34 Credit and debit notes

  1. Press Ctrl+F8 for a credit note or Ctrl+F9 for a debit note. Choose the original bill: the customer or supplier and the items are filled in. Use them for a sales return, a purchase return or a rate difference.
  2. GST, stock and the ledgers are adjusted, the bill's balance follows, and the notes go into GSTR-1 and GSTR-3B. Print or PDF uses the same layout as your invoices.

35 GST Filing on the portal

  1. In Settings > GST portal connection choose your GSP, enter your GSTIN and your GST portal username, and the GSP's keys: Sandbox keys for testing and Live (production) keys for real filing. Choose Sandbox or Live as the mode. The built-in Test portal lets you try everything without filing anything. Live works with a GSP whose connection is added to the app (Settings shows which); a GSP shown as "coming soon" cannot file yet.
  2. Open the GST Filing box (press F), type the GST username and choose Send OTP, then enter the OTP sent to the registered mobile. You stay connected while a filing page is open, like on the portal; after 30 minutes without activity (or 6 hours) the session ends and you connect again.
  3. A big red LIVE label is shown at the top of every page while you are connected to the real portal (a small SANDBOX label for the test portal).
  4. Each GSTR-1, GSTR-3B and the annual GSTR-9 shows its status on the portal: Not started, Saved, Submitted, Filed, with the ARN and date. Refresh reads it from the portal.
  5. Open a return to Save it on the portal (problems in your books are listed first), compare your figures with the portal's own summary, Submit, and then file it with EVC (OTP) or DSC (a certificate file chosen in Settings > Digital signature).
  6. Filing cannot be undone. A final summary is always shown first and you must answer File return? Yes / No. If your figures change after you looked at the summary, filing is refused until you look again.
  7. Also here: download GSTR-2B (matched with your purchases at once), download a filed return, see the portal's cash, credit and liability ledgers, and create a payment challan (amounts for GSTR-3B are filled in).
  8. The Action log lists everything done with the portal and every error with the portal's own code and message. Passwords, OTPs and keys are never written to it.
⬇ Download for Windows

36 Settings: one page for each category

  1. Open Settings (press T on the main menu). The list on the left has Company Details, Billing, GST, Appearance, Shortcuts, Users and Security, Backup and Restore, Data Import and Export and Updates and About. Each opens its own page.
  2. Company Details and Billing have Save settings and Reset to default. Reset asks Yes / No first and never changes your company name, address, bills or bill numbers.
  3. Type in the search box at the top of the list to find any setting, for example "watermark", "font" or "backup".

37 Custom branding

  1. Open Settings > Company Details > Custom branding and tick it. After login your company name and logo then replace "RMC EXPORT BILLING" in the window title, the top bar, the main menu and the opening screen.
  2. The login screen and the installer keep the RMC name, and bills never show it.

38 Plans: Basic, Premium and Exclusive

  1. Open the Plans box on the main menu (press U) or Plans in the Settings list. It shows Basic (free), Premium and Exclusive side by side, with a Monthly / Yearly switch, the Extra computers add-on and a comparison table.
  2. Every feature is free during launch, with no limit on companies or computers. The paid plans say Coming soon on this page only; nothing else in the app is locked or labelled.
  3. When the paid plans start: Basic (free) has the core features, Multi-PC for up to 5 computers and 2 companies. Premium adds export tools, bank statement import, the HSN code helper and custom branding, with up to 20 computers and 10 companies. Exclusive has every feature, including future ones, priority WhatsApp support, unlimited companies and up to 50 computers. The Extra computers add-on adds more computers to any paid plan.
  4. Computers that are already connected to the Main PC keep working if a limit is reached; only a new computer is asked to upgrade, with a friendly message. Locked features show a small lock badge and a page that explains the plan, never an error. Your plan is read from our server when you log in and the last known plan is saved on your PC, so it also works offline.

39 Import old invoices from Excel

  1. Open Settings > Data Import and Export and find Import invoices from Excel. Choose many Excel files (.xlsx) at once, or a whole folder, then click Show preview.
  2. Each file is read like a person would read it: the company header, Bill To and Ship To, invoice number and date, the buyer's name, address and GSTIN, the items table (description, HSN, quantity, unit, rate, amount), the taxes and the grand total. Plain tables with one row per item and an invoice number column work too. If a file has several sheets, each sheet is one invoice.
  3. Quantities like 27,784.8 KG are split into the number and the unit. Discount, Freight (also spelled Fright), Insurance, Packing and Round off rows are read as charges, not as items. The date is found next to Date, Dated or Invoice No. & Date in any format, and the buyer from the Buyer (Bill to) or Consignee box with its address and country.
  4. Every invoice is calculated like a normal bill: each line is quantity × rate, less its own discount, then a discount on the whole bill (a percent like 6% or an amount) is shared over the lines, GST is worked out (CGST + SGST or IGST), freight and insurance are added, and the total is rounded to a whole number with the round off shown.
  5. The calculated grand total is compared with the total written in the file. If they are the same you see a green Matches. If not, both amounts and the difference are shown and you choose which one to keep, then click Check again.
  6. Fields are found by their labels, wherever they are on the sheet: Exporter (name, address, IE Code), Invoice No. & Date, Consignee, Buyer (if other than consignee; if it is empty the buyer is the consignee), Buyer order no., Other Reference(s), Country of Origin and Final Destination, Pre-Carriage, Place of Receipt, Vessel / Flight, Port of Loading and Discharge, Place of Delivery and the terms (CIF, FOB ...). A heading split over two or three rows (for example Quantit / y) is read as one heading, formulas that Excel never calculated are worked out, and ###### is never an error. Only sheets that say INVOICE and have an items table are invoices. A sheet named PACKING LIST is not an invoice: its bundles, net and gross weights are linked to the invoice in the same file. Lines such as "Each bale 12 bundle" and the declaration go into the notes.
  7. Each file has the invoice on the first sheet and a PACKING LIST sheet after it. The packing list is attached to the same invoice (marks and numbers, number and kind of packages, description, quantity per package, net and gross weight, totals and notes like "Each bale 12 bundle"), so the Packing list PDF works for imported invoices. Without that sheet, the net and gross weights written on the invoice sheet are used. An invoice in an exporter's layout (Consignee, countries, ports, terms of delivery) is saved in Export Invoices, and after an import the Data page shows "X invoices imported" with an Open Export Invoices button.
  8. Import your files again to fix earlier uploads: an invoice that an earlier import saved is not copied again. It gets its packing list attached, and one that was saved as a sales bill by mistake moves to Export Invoices.
  9. The total is also compared with the amount in words (lakh and crore are understood), and amounts are shown the Indian way, for example 1,08,306.24.
  10. An invoice for a buyer outside India, or in USD or another foreign currency, is saved as an export invoice with its currency; no GSTIN is normal for it. Only a missing invoice number or no items at all is an error; anything else (no date, a different total) is a small warning.
  11. Import all saves every invoice in one click, exactly as it is in the file: the same items, quantities, rates, discounts, charges and totals. Nothing blocks and nothing is shown in red or orange: what cannot be read is left blank or named after the file, and only a file with no items at all is skipped and listed in a short note. The amount in words is not used; the app writes its own from the total. View first (optional) opens a preview where each invoice has a View button.
  12. The preview lists every invoice with what was found. Problems are highlighted: a missing number, date or buyer, a wrong GSTIN, no items, or totals that do not add up. Fix any field, change an item line, or tick Skip, then click Check again.
  13. Click Import. A backup is saved first. Missing customers and items are created for you, and an invoice whose number is already saved is skipped. The invoices go into the company that is open, as sales bills marked Imported from Excel.
  14. Changed your mind? Undo last import on the same page removes the imported invoices and the customers and items that import created.

Old .xls files cannot be read: in Excel use File > Save As > Excel Workbook (.xlsx) first.

40 Upload delivery challans from Excel

  1. Open Settings > Data Import and Export. There are two separate boxes: Upload Invoices (Excel) and Upload Delivery Challans (Excel).
  2. In the challan box choose many Excel files, or a whole folder, and click Import all challans. Each sheet that says CHALLAN and has an items table is read: challan number and date, consignor and consignee with GSTIN, address, state and state code, place of supply, transport mode, vehicle number, and the items with HSN, UoM, quantity, rate, taxable amount, CGST, SGST, IGST and total.
  3. They are saved in the Delivery Challan section exactly as in the file. Missing customers and items are created, a challan number that is already saved is skipped, and a file with no items is skipped and listed. A backup is saved first, and Undo last import removes everything again.

41 Multi-PC office network

Work together on many office computers with one shared company data, like Tally — no internet needed. It is part of every plan; there is no limit on computers now, and when the paid plans start Basic allows 5 computers, Premium 20 and Exclusive 50.

  1. On the Main PC (the computer that keeps the data): open Settings > Multi-PC (Office Network) and click Make this the Main PC. If Windows asks, click Allow. Note the IP address (for example 192.168.1.10) and the 6-digit connection code. Keep the app open on this PC.
  2. On every other PC: install the app and click Connect to Main PC (office network) on the login page. Click Find the Main PC automatically or type its IP address, then the code and a name for this PC (for example PC-2). This PC keeps no copy of the data.
  3. Log in with your own account (the owner adds staff in Settings > Users and Security). The top bar shows Connected to Main PC in green.
  • Two people can save at the same time: saves are done one after the other on the Main PC, and bill numbers never repeat.
  • A bill someone is changing shows “Being edited by Ravi on PC-2” to everybody else. Each bill shows who created it and who changed it last.
  • If the top bar turns red (Main PC not reachable), check that the Main PC is on. The app retries by itself and keeps what you typed; a save waits and goes through when the connection is back.
  • Only computers on your office network can connect, each needs the code, and everybody still logs in. The automatic daily backup runs on the Main PC.
  • Working on one computer is not changed in any way.

43 Bank statement import

  1. Open Accounting > Banking and click Import a statement and post entries. Choose the bank ledger and your statement as Excel, CSV or a text PDF (SBI, Canara, Indian Bank, HDFC, ICICI and Axis are recognised; for another format you match the columns once and the app remembers it).
  2. Every line gets a suggested entry: credits that match an unpaid invoice become a Receipt (the invoice is marked Paid), foreign remittances link to the export invoice with the actual rupees and the exchange gain or loss, debits that match a purchase become a Payment, and bank charges, interest, GST, salary and rent go to the right ledger.
  3. Green lines are sure, orange need a look and red need your choice. Change any line, then click Post all. Nothing is posted until you confirm. The app learns from your choices for the same description.
  4. Lines already posted are skipped, a summary is shown, bank reconciliation is updated, and Undo removes a whole import.

44 HSN code helper and the online HSN list

  1. Next to every HSN field (invoices, purchases, challans, bills and stock items) click Find, type a product name such as cotton yarn and pick the code. The HSN and GST rate are filled in, and the HSN is remembered for that product.
  2. A gentle warning shows if the HSN is missing, too short or does not match the GST rate. Please verify the HSN code and GST rate on the official GST portal.
  3. The list works offline. In Settings > Billing > HSN codes you see the list version and date, and Update now downloads a newer list from our website. The app also checks at most once a week when it starts and downloads only if there is a newer list. This is one way only: nothing about you, your bills, customers, products or searches is ever sent. If you are offline, the saved list keeps working. You can also update the list from your own Excel file.

45 Help, the welcome tour and friendly messages

  1. The Help button opens the user guide, keyboard shortcuts, Show tour again, What’s new, the version number, Check for updates and Contact support (WhatsApp or e-mail).
  2. On the first start a short welcome tour shows the main menu, a new invoice, reports, settings and backup. Next moves on and Skip closes it.
  3. Messages are in plain words and the field to fix is highlighted. Technical details are written to the log file, not shown on screen.

42 Export tools: payments, benefits, documents, risk, profit, containers and the month-end report

Open Export Tracking from the main menu, then Track on an export invoice. The invoice page has four parts: Payment, Benefits, Documents and Costs & profit.

  1. Payment due alert: each export invoice shows when the payment from abroad is due and how many days are left. The period is set in Settings > Billing > Export payment realization period (months) (15 by default) and is counted from the shipping bill date. The dashboard box Export payments due within 60 days lists what is coming; overdue invoices are shown in red. When money comes in, click Save payment with the date, amount and bank reference (part payments are fine).
  2. Exchange gain / loss: type the bank’s actual rate with the payment. The app compares it with the invoice rate and shows the gain or loss in rupees, posts it to the books, and lists it in Exchange gain / loss by month and by customer. If an imported invoice has no rate, type the booked rate once in the same form.
  3. Export benefits: enter the RoDTEP and drawback amounts and the status (Pending, Claimed or Received). The Export Benefits report shows them with the shipping bill number and date.
  4. Documents: tick Invoice, Packing List, Shipping Bill, Bill of Lading / Airway Bill, Certificate of Origin, Insurance and BRC / e-BRC, and attach a file if you like. The page shows “5 of 7 done”; the dashboard box Missing documents lists invoices still waiting.
  5. Customer risk: every buyer gets a score from 0 to 100 from late payments, overdue bills and the amount outstanding: Safe (green), Watch (orange) or Risky (red). The badge shows on the customer list and when you choose a buyer, with a tip such as “Paid late 3 times — consider advance”. See Customers > Customer Risk.
  6. Profit per shipment: under Costs & profit enter goods cost, freight, insurance, CHA, transport, bank charges and other costs. The profit is shown in rupees and %, using the bank’s rate once the payment is in. Profit per shipment totals it by month, customer and product.
  7. Container load calculator: Export Invoices > Container calculator. Enter one package’s size (cm), weight (kg) and the number of packages to see how many fit in 20 ft and 40 ft containers, how many containers you need and how full they are. Use in packing list adds the packages to an invoice.
  8. Month-end report: Reports > Month-end report puts sales (in rupees and foreign currency), purchases, profit, payments received and pending, overdue export payments, risky customers, missing documents and a chart on one page. Click Save as PDF or Share on WhatsApp. In the first three days of each month the dashboard says “Your report for last month is ready”.