Your first day with Booksmor

A guided walk through everything a brand-new business needs to do on day one — from creating your account to posting your first sales invoice with GST applied correctly.

Time to set up: ~20 minutes if you have your GSTIN, business address, and one customer’s details handy. You’ll need: an email address (used for sign-in and notifications), your GSTIN if you’re registered, your business’s home state, and one product or service you’d like to invoice.

What you get when this is done

• A live Booksmor account with your business set up.
• A standard Indian Chart of Accounts ready to use — dozens of accounts pre-named (Sales, Purchases, Cash, Bank, GST payable, etc.) so you don’t have to design one from scratch.
• GST configured at the company level — your GSTIN on every invoice, your home state set so CGST/SGST vs IGST is computed automatically on each sale.
• Your first customer on file, with their state set (so the next invoice to them picks the right GST treatment).
• Your first product/service on file, with HSN/SAC and GST rate.
• One posted sales invoice — visible on your Dashboard, with a permanent voucher number you can share with the customer.

Step 1 — Create your Booksmor account

1. Open https://app.booksmor.com in your browser.
2. Click Create account (or go directly to https://app.booksmor.com/register).
3. Fill in the form:
   • Business name — the legal or trading name of your business.
   • Email — the inbox you’ll use to sign in. Use one you check regularly.
   • Password — minimum 9 characters with at least one uppercase letter, one digit, and one special character. Booksmor shows live green ticks under each requirement as you type.
   • Confirm password — type it again.
   • Country — leave as IN for India. Booksmor’s GST and Indian Chart of Accounts logic activate when country is IN.
4. Click Create account.

Booksmor sends a 6-digit verification code to your email and shows you a screen asking for it.

Step 2 — Verify your email

1. Open your inbox. Look for the email from Booksmor with the verification code (subject line mentions “verification”).
2. Copy the 6-digit code.
3. Back in the Booksmor browser tab, paste it into the Verification code field.
4. Click Verify and continue.

If the code never arrives, click Resend code to send a fresh one. Codes expire after 10 minutes.

You’re now signed in. Booksmor takes you straight to the Choose a company screen.

Step 3 — Open your company

Each Booksmor account can hold multiple companies (one per business you run), but you start with one — the business you named at sign-up.

1. Click the card with your business name on it.
2. You land on the Dashboard — empty for now, since nothing’s posted yet. That’s about to change.

Step 4 — Load your Chart of Accounts

The Chart of Accounts (COA) is the master list of every “bucket” Booksmor uses to record money — Cash, Bank, Sales, Purchases, GST Payable, and so on. India has a standard COA that Booksmor sets up for you in one click.

1. From the left sidebar, open the Masters group → click Chart of Accounts.
2. Top-right of the page, click Load standard COA.
3. A toast appears: “Standard chart of accounts loaded.” The page now lists dozens of accounts grouped by category (Cash & Bank, Sales, Purchases, GST Payable, …).

You can rename, add, or reorganise accounts later. The defaults work as-is for nearly every Indian SMB.

Don’t delete the “system” accounts. A handful of accounts are flagged with a grey system pill and are wired into Booksmor’s automated postings (e.g. GST Payable is touched by every taxed invoice). The Delete button is greyed out for those, by design.

Step 5 — Set up your company and GST

Before creating your first invoice, fill in the details that show on every invoice — your address, GSTIN, and tax setup.

1. From the left sidebar, open the Setup group → click Settings.
2. In the Company & financial setup section, confirm:
   • Business name — already filled from sign-up; correct it if needed.
   • Financial year start (MM-DD) — for India, 04-01 (1st April).
   • Base currency — INR.
3. In the Contact (shown on invoices & reports) section:
   • Company email — e.g. billing@yourbiz.in.
   • Company phone — e.g. +91 98765 43210.
   • Company address — full street address with PIN.
4. In the GST section:
   • Tick GST enabled (if you’re GST-registered).
   • GSTIN — your 15-character GST number.
   • State — pick your business’s home state from the dropdown. This is the most important field — it determines whether each invoice gets CGST + SGST (same-state customer) or IGST (different-state customer).
   • Registration type — regular for most businesses, composition if you’re on the composition scheme.
   • Tick QRMP (quarterly) if you file GST returns quarterly instead of monthly.
5. (Optional) In the UPI payments (on invoices) section, add your UPI VPA (e.g. yourbiz@hdfcbank) and Payee name. Booksmor will print a UPI QR on every invoice so customers can scan-and-pay. A live preview appears once you save.
6. Scroll to the bottom and click Save settings.

You can come back here any time — none of these fields is locked once set.

Step 6 — Add your first customer

A customer is anyone you sell to and want to bill on a proper invoice.

1. From the left sidebar, Masters → Customers.
2. Fill in the form at the top:
   • Name — the customer’s business or personal name. Required.
   • GSTIN — their 15-character GST number, if they’re registered. Leave blank for unregistered/consumer customers.
   • Country — IN by default.
   • State (place of supply) — critical for GST. Pick from the dropdown. This drives intra-state (CGST + SGST) vs inter-state (IGST) on every invoice to this customer.
   • City, Pincode, Address — printed on the invoice.
   • Email, Phone — used when you email or message the invoice.
3. Click Add.

The customer appears in the table below. You can edit or delete them later from the same screen, and you can repeat the process for as many customers as you need.

Step 7 — Add your first product (or service)

In Booksmor, everything you sell is a Product — whether it’s a physical good, a service (consultancy hour), or a digital item (software licence).

1. From the left sidebar, Masters → Products.
2. Fill in the top form:
   • Name — what appears on the invoice line, e.g. “Wireless mouse” or “Annual tax filing”. Required.
   • SKU — your internal code, e.g. MOUSE-001. Optional for services.
   • HSN / SAC — the GST classification code. Goods use HSN (e.g. 8471 for computer hardware), services use SAC (e.g. 9982 for legal services). If unsure, check https://services.gst.gov.in.
   • Unit — usually NOS (numbers/pieces). Use HRS for services, KG, MTR, etc. as needed.
   • Sale ₹ — the price you charge.
   • Purchase ₹ — what it costs you. Optional; needed if you’ll also record purchases of the same item.
   • GST % — the rate (e.g. 18, 12, 5, 0). Must match what your HSN/SAC dictates.
   • Type — Goods, Service, or Digital.
3. Click Add product.

Repeat for each product or service you sell regularly.

Tip: If you have a lot of items, you can bulk-import them later from Setup → Import / Migrate (CSV, or from Tally / Zoho).

Step 8 — Post your first sales invoice

This is where everything you’ve set up comes together.

1. From the left sidebar, Daily → Transactions.
2. The Sales Invoice tab is selected at the top by default.
3. Fill in:
   • Customer — pick the one you just created.
   • Sales account — leave as — default — (Booksmor picks your standard Sales account; you can pin a more specific one later).
   • Voucher date — leave blank for today, or pick a date.
   • Due date — when the customer is expected to pay (optional).
4. A blue strip appears showing the GST treatment Booksmor has worked out:
   • “Place of supply: Karnataka (29) · Intra-state · CGST + SGST” — when your customer’s state matches yours.
   • “Place of supply: Maharashtra (27) · Inter-state · IGST” — when it differs.
5. Add the line items:
   • Pick your product from the — select product — dropdown. Rate and GST % auto-fill from the product you set up.
   • Set Qty.
   • The line Total updates live, and a totals table on the right shows Subtotal, GST, and Voucher total.
   • Click + Add line for more products on the same invoice.
6. (Optional) Tick Paid now via if the customer has already paid in cash, UPI, or bank, and pick the receiving account. Booksmor auto-posts the receipt against the invoice so you don’t have to record it separately.
7. (Optional) Add a Description / narration — anything you want to remember about this invoice.
8. Click Post.

A green banner appears: ✓ Posted — serial SALES/2026/00001 (or similar). The voucher is now in your books and on your Dashboard.

To view, print, or email it, scroll to Recent vouchers at the bottom of the page and double-click the row to open the voucher view.

A quick tour of GST in Booksmor

GST runs through Booksmor in three places. Get all three right and tax just works.

Once these are in place, every sales invoice shows a live Place of supply strip telling you the kind of tax it will book — no manual math.

When you’re ready to file: from the left sidebar, click GST for prepared GSTR-1 and GSTR-3B summaries. Filing itself is covered in the GST returns KB doc.

Common questions

I’m not GST-registered yet. Can I still use Booksmor? Yes. In Settings → GST, leave GST enabled unticked. Your invoices won’t show GST columns and you won’t see tax-payable accounts in use.

Can I change my business name or financial year later? Yes, from Setup → Settings. The financial year start defaults to 04-01 (1st April) for India and is rarely changed mid-year.

Do I have to load the standard Chart of Accounts, or can I build my own? You can build your own from Masters → Chart of Accounts by clicking + Add account for each one. But the standard COA covers everything an Indian SMB usually needs — much faster to start with it and rename/add as you go.

I made a mistake on the first invoice. How do I fix it? Open the voucher (double-click the row in Recent vouchers) → use the Unpost or Edit buttons inside the voucher view. Booksmor keeps the original voucher number even after edits, for audit consistency.

Can I invite my CA or another team member? Yes — though it’s usually a Day 2 task. From Setup → Team, invite by email and assign a role (Accountant, Auditor, Cashier, etc.). To link your CA firm directly, use Setup → Settings → Accountant access with their CAID.

What if I run multiple businesses? Booksmor supports separate companies under one login. From Setup → Switch company, click + Add a company. Multi-company is gated to specific plans; check Setup → Subscription if the option isn’t visible.

How do I send the invoice to my customer? Open the posted voucher (double-click the row in Recent vouchers), then use the Print or Email buttons in the voucher view. The PDF includes your company contact details, GSTIN, the UPI QR (if set), and a payment link.

My business sells goods AND services — do I create them all as Products? Yes. Use the Type field on each product to mark it as Goods, Service, or Digital. Goods get HSN, services get SAC. The rest of the workflow is identical.

Troubleshooting

The 6-digit verification code never arrived. Check your spam folder. If it isn’t there, click Resend code on the verification screen — the old code is invalidated and a fresh one is emailed. If you still don’t see it, contact support@booksmor.com.

“Email already registered” when I try to sign up. You (or someone using your email) created a Booksmor account before. Go to https://app.booksmor.com/login and use Forgot password to recover access.

I clicked “Load standard COA” but nothing happened. The button only runs once — if a COA is already loaded, clicking it again is a no-op. Scroll the Chart of Accounts page; you should see grouped accounts. If not, refresh the browser and try again.

The blue GST strip on a Sales invoice says “Local sale” but my customer is in a different state. The customer doesn’t have a state set on file. Go to Masters → Customers, edit the customer, set State (place of supply), save. Re-open the invoice and the strip will switch to “Inter-state · IGST”.

My first invoice posts but no GST appears. Either GST enabled is off in Settings → GST, or the product’s GST % is 0. Both are independent — check each.

The “Set up your chart of accounts” prompt keeps appearing on Transactions. You haven’t loaded the COA yet. Either click Set up chart of accounts on the prompt, or go to Masters → Chart of Accounts and click Load standard COA.

Need more help? Email support@booksmor.com with: your registered business name, the screen you’re stuck on, and a screenshot.