First-time setup in BILL OS

A new BILL OS has no business, no users and no demo data. The first screen is a short wizard:

1. Welcome.
2. Business: name and state, plus optional legal name, city, address and phone.
3. GST: your GSTIN, which can be skipped if you are not registered.
4. First store: name and code, which can be skipped.
5. Owner login.
6. An optional administrator login, not needed for a single shop.
7. Finish.

The wizard runs once, on the computer BILL OS is installed on. Everything can be changed later in Settings.

Getting ready to bill

A checklist on the Overview walks through the rest: business profile, shop details, GST and bill format, logo, products, customers, staff logins, printer, payments, backups and your first bill.

Tips

• Add your best-selling products first; import the rest from Excel or CSV later.
• Create one login per person, with only the role they need.
• Set up backups before your first real bill.