General
What is CaptainBiz?
CaptainBiz is a complete billing, business accounting and inventory management software solution for small businesses in India. You can send invoices over WhatsApp or email; instantly track inventory; monitor payments due to you; download sales reports (compatible with Tally) or GST reports for monthly tax-filing. We have a dedicated Customer Support team that is happy to provide you assistance, whenever you need it.CaptainBiz is endorsed by the Goods & Services Tax Network (GSTN) of India as anaffordable and easy-to-use solution for both GST and non-GST companies.
How do I install and setup CaptainBiz?
You do not need to download or install any software for CaptainBiz. After registering your compay on CaptainBiz.com, and activating your account, simply login and get started. You can use your CaptainBiz account on your PC or the CaptainBiz app (available on Play Store or App Store).
Is CaptainBiz available offline?
CaptainBiz is an online, cloud-based software solution. You can access CaptainBiz anytime, from wherever you are. CaptainBiz is not currently available offline.
What should I do if I am unable to access my CaptainBiz account?
Please re-check your username and password details. Try re-setting your password if you have forgotten it. If you still need assistance, please call us at (022) 61054690 or write to us at support@captainbiz.com and we will be happy to help.
What is the difference in the Pricing Plans between the Easy Monthly Plan and the Smart Annual Plan?
Both Pricing Plans are designed to support the increasing needs of your business. With both plans you get a 5-user license, sending of unlimited invoices, adding multiple companies, access to a dedicated Relationship Manager and can access many more benefits. The Easy Monthly plan is easy on your wallet because you pay an amount on a monthly basis. With the Smart Annual Plan, however, you pay in advance for 12 months but get a 12% discount, which practically you get the benefit of 2 extra months of subscription for free. For complete details on both plans, visit our Pricing Page.
How do I use CaptainBiz?
Register your company for Free. New users get a free 14-day trial. On registration, you will need to activate your account. Once activated, your company will be signed up and you can start to use CaptainBIz. You can use CaptainBiz on desktop or via the CaptainBiz mobile app.
Which types of business use CaptainBiz?
CaptainBiz is designed for manufacturers, wholesalers, traders, retailers, distributos, and service based businesses. It is a software solution to help businesses with quick invoicing, track inventory management, payment tracking, monitoring of cash & bank transactions, exporting reports that are compatible with Tally and generating ready-for-filing GST reports (for GST registered companies). Renew the joy of doing business, tension-free with CaptainBiz!
How do I cancel my paid subscription?
Can I use the CaptainBiz mobile app and web simultaneously to access my CaptainBiz account?
Yes, absolutely! The initial setup of your company can be done from your PC. Post that, you can manage your daily business using either your PC or the CaptainBiz mobile app.
Will my company data sync between CaptainBiz account on desktop and mobile app?
That’s the best part about using CaptainBiz. It is a cloud-based, real-time software solution. This means that all transactions and company data automatically sync and is accessible either via PC or mobile app from anywhere, anytime.
How does GST work in practice?
GST is applicable to businesses whose turnover for a financial year is over Rs. 20 lakhs. Central GST (CGST) is collected by the Centre while State GST (SGST) is collected by the State.
Integrated GST (IGST) for the inter-state transactions, is collected by the Centre from the buying state.
Dealers, Retailers, Wholesalers, Manufacturers, Service Providers who pay CGST and SGST are given input tax credits (ITC). This means that they receive a credit for the taxes they paid on their purchases. The credits of the CGST can only be used for the CGST amount paid and the same logic is applied in the case of SGST.
Agricultural services, including harvesting, packaging, warehouse, cultivation, supply, leasing of machinery, are essentially GST exempt services. For GST rules related to your state, please visit: https://servces.gst.gov.in/services/gstlaw/gstlawlist
Sales
What is a tax inclusive invoice?
What is a tax exclusive invoice?
How do I create a Sales Order?
How do I create a Sales Invoice?
How do I create a Collection Receipt against a Sales Invoice?
Can I download all invoice data in Excel format?
How do I print a Sales Invoice or Purchase Order?
How do I edit a Sales Invoice or Purchase Order?
How do I create a Sales Return Invoice?
How do I create a Credit Note?
How can I create Debit Note?
How to add MRP to an Invoice?
Purchase
How do I create Purchase Order?
How can I create a Purchase Invoice from a Purchase Order?
How do I create Purchase Invoice?
How can I record a payment against a Purchase Invoice?
Is it possible to get invoice data in Excel format?
How to print a particular Purchase Order / Invoice?
How do I edit a particular Purchase Order / Invoice?
How do I create Purchase Return Invoices?
How do I create Purchase Credit Note?
How do I create Purchase Debit Note?
Items
How do I add Product or Service Items in CaptainBiz?
Can I upload bulk Products / Services?
How to add a New Product in my CaptainBiz account?
How to add a New Service in my CaptainBiz account?
Can I search for a particular Product / Service item?
Go to main menu, click on Products / Services then click on ‘Detailed Search’.