Welcome to ClientOS help
ClientOS runs your billing, service work and Tally or Busy sync in one place. These guides show you how, step by step, with short clips from the app itself.
New here?
Start with Create your first invoice. It takes you from adding your first client to a paid invoice in about five minutes, and the same building blocks power everything else.
Find a task
The guides in the sidebar cover each part of ClientOS:
- Sales and Purchases: quotations, invoices, delivery challans, purchase orders, GRNs and vendor bills.
- Payments and advances and Bank reconciliation: money in and out, and matching it to your bank.
- Catalog and inventory: your products, services, stock and serial numbers.
- Clients and vendors: the 360 view of everyone you deal with, and their privacy controls.
- AMC and service, Tickets and Field visits: your service business.
- Tally and Busy sync and GST: the accounting connector, numbering, e-way bills and returns.
- Communications, Client portal and Users and roles: reaching clients and controlling access.
Stuck?
See Troubleshooting for the things that most often trip people up, or the FAQ for quick answers.