Account Setup

This guide walks you through the complete account setup process - from creating your account to setting up your first company. Get started with SimpleBillBook in just a few minutes!

Overview

SimpleBillBook is India's simplest invoicing software for small businesses. Our all-in-one platform helps you manage:

• ✅ Sales & Invoicing - Create professional invoices
• ✅ Purchase Management - Track vendor transactions
• ✅ Inventory - Monitor stock levels in real-time
• ✅ Expenses - Record and categorize business expenses
• ✅ Customer Relationships - Manage your customer database

Figure 1: SimpleBillBook - All-in-one invoicing solution for Indian small businesses

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Step 1: Create Your Account

Access the Sign-Up Page

Look for the "Get Started" button at the top right corner of the homepage. Clicking this will take you to the account creation page.

➡️ Follow these steps to sign up:

Fill Registration Form

Figure 2: Account creation form with required fields

Required Information:

Field	Description	Example
Name	Your full name	Jeeva
Email Address	Valid email for login	jeeva@example.com
Password	Secure password	••••••••
Confirm Password	Re-enter your password	••••••••

Password Requirements:

• Minimum 8 characters
• Mix of letters and numbers
• At least one special character recommended

Submit Registration

Click Create account to submit your registration. You'll receive a verification email shortly.

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Step 2: Verify Your Email

Figure 3: Email verification page

After registration, you'll see the verification screen with these options:

• Check your inbox for the verification email
• Click the verification link in the email
• If you don't see it, check your spam folder

Need another email? Click Resend verification email to get a new one.

Having issues? Use the Logout button to return to login and try again.

⚠️ Important: You must verify your email before you can access the application.

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Step 3: Welcome Dashboard

After email verification, you'll be greeted by the welcome dashboard:

Figure 4: Welcome screen showing company selection

What You'll See:

Element	Description
Welcome Message	Personalized greeting with your name
Company Status	"No company yet" for new users
Action Button	Create Company to get started
User Email	Your registered email address displayed

Tagline

"Simply Billing. Track Stock. Grow Faster." - Your journey with SimpleBillBook begins here!

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Step 4: Create Your First Company

Access Company Creation

Click the Create Company button to set up your business profile.

Fill Company Details

Figure 5: Comprehensive company creation form

Required Information:

Section	Field	Required	Description
Basic Info	Company Name	✅ Yes	Your business legal name
	Email	❌ No	Business contact email
	Contact Number	❌ No	Phone number with type selection
	GST	❌ No	GST identification number

Address Information:

Field	Required	Description
Company Name	✅ Yes	Name of the company
Address Line 1	❌ No	Primary street address
Address Line 2	❌ No	Apartment, suite, or landmark
Country	❌ No	Select from dropdown
State	❌ No	Select from dropdown
City	❌ No	Enter city name
Pincode	❌ No	Postal/ZIP code
GST Number	❌ No	e.g., 07AABCU9603R1ZM
PAN Number	❌ No	e.g., ABCDE1234F
Bank Name	❌ No	Name of the bank
Account Number	❌ No	Bank account number
IFSC Code	❌ No	Indian Financial System Code
Latitude	❌ No	e.g., 13.0827
Longitude	❌ No	e.g., 80.2707
Company Logo	❌ No	Upload logo file

Form Actions

Button	Action
Save	Save company details and proceed
Cancel	Discard changes and return

💡 Tip: Only Company Name is required to get started. You can add other details later!

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Step 5: Select Your Company

After creating your company, you'll see the company selection screen:

Figure 6: Select your company to enter the dashboard

Your Company Dashboard Shows:

• Welcome Message: "Welcome, jeeva"
• Instruction: "Select a company to continue"
• Company Card: Your created company (e.g., HBL)
• Action: Click to enter the company workspace

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Complete User Journey Flow