FAQs - Frequently Asked Questions

CaptainBiz FAQ
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Commonly asked queries are addressed below. Browse through categories:

Inroducing CaptainBiz For Smooth Business Operations
General

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 an affordable and easy-to-use solution for both GST and non-GST companies.

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).
CaptainBiz is an online, cloud-based software solution. You can access CaptainBiz anytime, from wherever you are. CaptainBiz is not currently available offline.
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.

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.

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.
You can download the CaptainBiz app for Free on either the Play Store (Android) or App Store (iOS)
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!
We would not like to see you go. Unfortunately, we will not cancel your subscription and if your current subscription remains unpaid then you will lose access to all Premium features at the end of your current billing cycle.
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.
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.
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://services.gst.gov.in/services/gstlaw/gstlawlist
sales
A tax inclusive invoice is an invoice in which GST is included in the price of the product or service displayed on the invoice.
A tax exclusive invoice is an invoice in which GST is excluded from the price of the product or service displayed on the invoice.
Click on 'Sales' in the main menu under which, click 'Orders'. Click on 'New Order' button. Complete the Order form and click Save.
Click on 'Sales' in the main menu under which click 'Sales Invoices'. Click on 'New Sales Invoice' button, select either Tax Inclusive Invoice or Tax Exclusive Invoice. Complete the Sales Invoice form and click Save.
Go to 'Sales' in the menu. Click on the Sales Invoice against which you want to generate a 'Collection Receipt'. Next click on 'Collection Slip' under 'Other' (top right hand corner). Enter amount received.
In the menu, under 'Sales' click on 'Sales Invoices'. On this page, you can download all invoices when you click on 'Excel Export'. Choose from either 'Summary Template' or 'Detailed Template.'
In the menu, under 'Sales' click on 'Sales Invoices', select the sales invoice you would like to print, click 'Print' at the top of the page. Follow the same steps to print an Order under 'Purchase Orders'
In the menu, 'Sales Invoices' (under Sales) or 'Purchase Orders' (under Purchase), open the selected Sales Invoice or Purchase Order and click on Edit (top right hand side). Click 'Save' once changes are done.
In the menu, go to 'Sales Invoices' (under Sales), open the Invoice for you wish to create a Sales Return. Click 'Other' (on top right hand side) then click on Sales Return. Click 'Save' once changes are done.
In the menu, go to 'Sales Invoices' (under Sales), open the Invoice for you wish to create a Credit Note. Click 'Other' (on top right hand side) then click on 'Credit Note'. Click 'Save' once changes are done.
In the menu, go to 'Sales Invoices' (under Sales), open the Invoice for you wish to create a Debit Note. Click 'Other' (on top right hand side) then click on 'Debit Note'. Click 'Save' once changes are done.
Just call us at 022-61054690 or write to us at support@captainbiz.com and we'll help you with it.
purchase
Select Purchase order from the main menu. Click on New. Select Supplier and add Product to order form and click on Save.
Select Purchase order from the main menu. Open the order. Click on generate invoice(On the top right side). All data from order will populate on Invoice and click on Save.
Select Purchase invoices from the main menu. Click on New. Select Supplier and add Product to invoice form and click on Save.
Click on purchase invoice and select New payment (on top right corner) Select Cash Account / Bank Account, enter the amount and click on Save.
Yes, user can go to Order / Invoice page from main menu and click on Excel Export.
Go to Purchase Order / Invoice, Open the Order / Invoice and click on print (on top right side). User can view template. Select the template and print the Order / Invoice.
Go to Sales Order / Invoice, Open the Order / Invoice and click on Edit (on top right side).
Go to Purchase Invoice, Open the Invoice and click on other (on top right side) and click on Purchase Return.
Go to Purchase Invoice, Open the Invoice and click on other (on top right side) and click on Credit Note.
Go to Purchase Invoice, Open the Invoice and click on other (on top right side) and click on Debit Note.
Items
Go to the main menu, click on either 'Products' or 'Services', to add items to your catalogue.
Yes, go to main menu, click on Products / Services and click on Excel Import.
Yes, go to main menu, click on Products and click on New Product button.
Yes, go to main menu, click on Services and click on Create New Service button.
Go to main menu, click on Products / Services then click on 'Detailed Search'.
Yes, while defining your Product Master you can provide barcode details. The same can be used in transactions with the help of mobile barcode scanner.
Reports
You can download Sales and Purchase summary reports using Excel Export button in your CaptainBiz account.
You need to first click on Export Reports, then send as an attachment via Email or WhatsApp.
Available reports on CaptainBiz: Sales Summary Report, Service Purchase Summary Report, Sales-Purchase Total Report, Purchase Summary report, Order Summary Report.
You can view total debit and credit amounts, total outstanding, total sales and collections, total cash and bank account amounts.
We're sorry, this feature is currently unavailable. We are working on it.
Settings
It's simple. In the Main Menu, go to Settings, click on Company Profile, next click on Company Logo to upload an image of your logo. JPG, JPEG, PNG file formats are accepted, up to 1MB in size.
It's simple. In the Main Menu, go to Settings, click on Company Profile, next click on Company Logo to upload an image of your signature. JPG, JPEG, PNG file formats are accepted, up to 1MB in size.
Yes you can. In the Main Menu, go to Settings, click on Template and create a New template. This feature is available when you access CaptainBiz on web on PC only.
Yes this is doable when you access CaptainBiz on web on PC. Go to the Main Menu, go to Settings, in Business Info go to My Settings (right side top corner of screen) and make the edits. In the CaptainBiz mobile app, in the main Menu, go to Company, tap on Invoice Numbers, then make the edits.
No need to worry about doing this by yourself. Just call us at 022-61054690 or write to us at support@Captainbiz.com and we'll help you to do it with ease.
On the web via PC, in the Main Menu, go to Settings, in Business Info go to My Settings (right side top corner of screen) and update. In the CaptainBiz mobile app, in the Main Menu, go to Company, tap on Invoice Number and make the necessary update.
GSTR
You can generate GSTR 1, GSTR 3B and GSTR 4 from your CaptainBiz account. These reports will be ready-to-file on the GST portal. Download, then upload to GST portal with ease.
Tally Export
Access your CaptainBiz account on web using your PC, go to the Main Menu, click on Export Data, next click on 'New Tally Export' button (top right hand side), provide a file name, select the desired date range for which you need the Tally compatible report. It will be generated in Excel format, which you can easily import into Tally.

Call us on (022) 610 54690

OR

Email us at support@captainbiz.com