Wholesale B2B Billing Checklist
GSTIN verification, e-way bills, price levels, transport terms (To Pay/Paid), and credit note management.
Guide library
Business guides for billing, stock, and daily closing.
Access our complete library of 30 human-written, highly detailed operational guides for Indian small shopkeepers and B2B traders.
GST, Invoicing & B2B Billing
GST Billing Mistakes to Avoid
Incorrect rates, wrong HSN mapping, tax rate override by counter staff, and GSTR-1 matching issues.
HSN & SAC Codes GST Mapping
Map correct tax slabs (5%, 12%, 18%, 28%) and write compliant item invoice descriptions.
E-Way Bill Limits & Transport Rules
State vs interstate limits, transporter details Part B rules, and checkpost stop safety.
E-Invoicing Rules & Registration
Verify mandatory turnover threshold rules and IRN/QR code generation processes.
Billing Software Comparison
Marg, Tally Prime, Vyapar, Busy, and Zoho Books evaluated on cost, backing, and usability.
Cloud vs Offline Billing Software
Data safety, offline town internet reliability, Marg/Tally vs Zoho/myBillBook comparison, and database crash recovery.
Inventory & Store Operations
Stock Management Tips
FIFO routines, Sunday audit counts, dead stock management, and setting reorder thresholds.
Multi-Outlet Inventory Management
Centralized stock tracking, branch transfer logs, and real-time stock synchronisation.
Dead Stock Liquidation
Audit slow-moving goods, calculate carrying costs, and execute clearance bundles.
Purchase Order & GRN Process
Drafting POs, verifying item receipts, GRN matching, and supplier dispute management.
Workshop & Service Billing
Standard job cards, cost estimates, labor charge tracking, and customer signatures.
Barcode Billing System Setup
Laser vs CCD scanners, thermal paper layout, label generation, and POS software mapping.
Counter Staff Attendance & Salary
Overtime tracking, manual register discipline, advances logging, holiday payouts, and performance incentives.
WhatsApp Order Management
Configure catalog settings, manage labels, use broadcasts safely, and coordinate home deliveries.
Shop Security & Data Backups
Protect billing logs from database crashes, set counter staff passwords, and configure cloud mirrors.
Google Maps Local Search Visibility
Optimize Google Business Profile, collect local reviews, and use photos to rank Electrical/Hardware shops.
Finance, Credit Dues & Auditing
Customer Due Tracking
Define customer credit limits, track partial payments, and calculate credit aging charts.
Customer Credit Policy Guide
Drafting credit terms, credit application checklists, and collection letter templates.
Supplier Payment Tracking
Reconciling ledgers, tracking trade discount dates, and debit notes for purchase returns.
Daily Cash Closing Process
The 3-tray cash drawer system, Google Pay reconciliations, and cash sheet handovers.
Cash Drawer Reconciliation
Handover sheets, managing cashier floats, and tracking register shortage balances.
Daily Expense & Accounting
Controlling petty cash leaks, snacks/transport advances, and daily expense logs.
Markup vs Margin Calculation
Price calculation rules, overhead cost allocation, and protecting gross margins.
Monthly Shop Audit Checklist
Monthly auditing steps, ledger checks, bank reconciliations, and staff performance checks.
Electricity & Rent Reduction
Utility bill auditing, commercial tariff checks, spacing setups, and lease terms.
Shop Loyalty Discounts
Points metrics calculations, reward terms, and pricing margin protections.
Annual Closing & Tax Prep
Valuing stock (FIFO), ledgers adjustments, depreciation schedules, and CA checklists.
Return & Exchange Policies
Setting exchange timeframes, warranty verification, display policies, and GST returns.
Shop Profit Margin & Cost Control
Avoid margins confusion (gross vs net), track hidden counter expenses, and calculate store break-even points.