Accounts & Billing Documentation

Accounts & Billing is a finance workspace extension. Track client accounts, issue bills, record receipts, monitor outstanding balances, and export data — with custom fields, bulk import, and bilingual UI. You can store financial records in the cloud database or in your browser using local DB mode.

Main areas

• Dashboard — billing and receipt summaries with charts
• Accounts — contacts with balances, tags, custom fields, and PDF reports
• Bills — invoices with amounts, tax, and due dates
• Receipts — payment records with method and reference
• Local DB — optional browser storage with offline or cross-browser sync
• Import & export — bulk data from spreadsheets
• Roles & members — permissions and team access

1. 1

   Sign in

   Open Accounts & Billing and sign in via the central platform.

2. 2

   Select workspace

   Switch workspace from the profile menu if you belong to several.

3. 3

   Create an account

   Go to Accounts → New account. Add name, contact details, and tags.

4. 4

   Add bills and receipts

   Create bills from the account detail page or Bills index. Record receipts when payments arrive.

5. 5

   Optional: local DB

   From the profile menu, switch to local database if you want accounts, bills, and receipts stored in this browser. See Local database mode below.

Local DB mode keeps accounts, bills, receipts, custom field values, and activity logs in your browser using IndexedDB. Authentication, roles, members, custom field definitions, and quotas still use the platform.

Storage modes

• Cloud — records saved in the server database (default)
• Local DB — records saved in this browser's IndexedDB

Switching storage mode

• Open the profile menu (top right)
• Click Use local database or Use cloud database to toggle
• Your choice is remembered per workspace on this browser
• The profile badge shows Cloud, Local · Sync, or Local · Offline

Sync options (local DB only)

• Sync remote — share changes with other browsers via a temporary server relay and optional WebRTC links
• Offline — data stays on this device only; no sync API traffic (saves API quota)

1. 1

   Open local DB settings

   Profile menu → Local DB & sync status (or Local DB (offline) when offline mode is active).

2. 2

   Choose sync mode

   Select Offline or Sync remote. Offline avoids relay polling and presence heartbeats.

3. 3

   Monitor sync (remote only)

   View connected browsers, relay status, sync activity log, and run a test ping.

What works in local DB

• Dashboard — statistics, charts, calendar, and activity drill-down
• Accounts, bills, and receipts — full create, edit, delete, search, and filters
• Account PDF download — generated in the browser from local data
• Import and export — CSV from IndexedDB in the browser
• Account custom field values — definitions still loaded from the server
• Activity log — stored locally; syncs in sync remote mode

What still uses the server

• Sign-in, roles, members, and permissions
• Custom field definitions and the Custom fields management page

Financial overview with period selectors: day, calendar month, month, or year. Requires statistics.view. Works in both cloud and local DB mode — local mode computes stats from IndexedDB.

Summary metrics

• Bills created and total amount
• Receipts recorded and total amount
• Outstanding balance and period net

Charts & activity

• Day breakdown and monthly/daily amount charts
• Calendar heat map of daily activity
• User-wise or my activity tables with drill-down
• Link to full activity log

Account list

• Search by name, email, phone, or tags
• Balance filters: outstanding, partially paid, settled, credit, no activity
• Create, edit, delete (permission-gated)

Account detail

• Balance report with bills and receipts history
• Quick actions: new bill, new receipt, download PDF (cloud or local mode)
• Custom field values displayed on profile
• Toolbar: Export, Bulk import, Custom fields

Define extra data fields for accounts. Requires custom_fields.manage. Field definitions are always stored on the server; in local DB mode, values you enter on accounts are saved in IndexedDB.

• Field types: text and number
• Required and unique flags per field
• Workspace field limit applies
• Used on account forms and list filters

• Global bills index with account and date filters
• Create from account detail or standalone form
• Fields: bill number, title, description, subtotal, tax, total, issued/due dates
• View, edit, delete from bill detail page

Permissions: bills.view, bills.create, bills.edit, bills.delete. Bulk import via bills.import.

• Global receipts index with account, date, and payment method filters
• Payment methods: cash, bank transfer, UPI, card, cheque, other
• Fields: receipt number, amount, method, received date, reference, notes
• Linked to accounts for balance tracking

Permissions: receipts.view, receipts.create, receipts.edit, receipts.delete. Bulk import via receipts.import.

Four-step wizard: Paste → Map columns → Preview → Import. Works in cloud and local DB mode — local mode saves records to IndexedDB in the browser.

Import types

• Accounts — requires accounts.import
• Bills — requires bills.import; match accounts by name or email
• Receipts — requires receipts.import; match accounts by name or email

• Scopes: accounts only, bills only, or receipts only (CSV)
• In cloud mode: also all data (ZIP) and account activity (ZIP)
• Apply search, tag, balance, date, and payment method filters
• Live preview count before download
• Local mode generates CSV in the browser; cloud mode may offer ZIP bundles

Export is available from the Accounts page toolbar. Requires accounts.view at minimum.

• System roles: Owner (full access), Guest (view-only default)
• Custom roles with grouped permissions: Accounts, Bills, Receipts, Statistics, Activity, Roles, Members
• Assign roles to members; new users get Guest

• Profile menu: workspace, role, Cloud / Local badge, storage mode toggle
• Local DB & sync status — sync settings, connections, and activity log
• API/storage usage and refresh usage
• Workspace activity (activity.view) or My activity
• Audit trail for accounts, bills, receipts, roles, and members

• English and Hindi UI
• Workspace brand colors and light/dark/system appearance

Accounts & statistics

Bills & receipts