Use this guide to set up WorkBill, create bills, manage stock, print receipts, share invoices, understand GST, and troubleshoot everyday shop-counter questions.
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Quick start: set up your shop
Most owners can get from sign-in to first bill by completing only the shop details that matter at the counter.
Open WorkBill and sign in
Use the app link, sign in, and choose whether you are creating a shop or joining as staff.
Add shop details
Enter business name, phone, address, GST details if enabled, and UPI or bank details for payments.
Add your first items
For services, save reusable items. For retail, add products with barcode, stock, price, HSN, and GST slab.
Make a test bill
Create one bill, check totals, download PDF, share over WhatsApp, and print if the printer bridge is connected.
Tip: If the shop internet drops, keep the current bill open. WorkBill is designed to avoid losing the active counter work.
New features and release notes
Use this section to understand what changed recently and how to try the new workflows safely.
2026-05-08
Retail printer and scanner improvements
Retail bills can send formatted thermal receipts through the hardware bridge.
Scanner input now guards against duplicate reads from fast USB or camera scans.
A local simulator helps test printer/scanner wiring before using a real counter device.
2026-05-07
Mobile billing and QR fixes
Bill confirmation flow handles permission fallbacks more clearly.
UPI QR and billing modal layouts were tuned for smaller mobile screens.
2026-05-01
Invoice sharing and UAT pipeline fixes
Public invoice sharing and SMS link behavior received production-safety fixes.
UAT build and deploy steps were split and stabilized.
Create invoices and retail bills
WorkBill supports service invoices and retail counter billing. The goal is always the same: add customer, add bill lines, confirm totals, and share or print.
Service billing
Use item, labour, or rental lines. Save reusable items if you bill the same work often.
Retail billing
Search products, scan barcodes, adjust quantity, apply discounts, and confirm the bill from the counter layout.
Owner accounts can choose payment status. Staff-created invoices may be restricted based on role permissions.
Retail inventory and product catalog
Products should contain the details cashiers need at billing time and owners need for stock control.
Create or edit product
Add name, price, GST slab, HSN if available, barcode, and category.
Set stock count
Enter current physical stock and low-stock threshold so WorkBill can warn before shelves run empty.
Bill from catalog
When a product is billed, stock should reduce through the retail billing flow and inventory event history.
GST, HSN, and tax summaries
WorkBill is designed to show GST in a way that is understandable for owners and useful for accountants.
On each bill
GST can split into CGST and SGST.
Product-level GST slabs should be used for retail products.
HSN can be stored with product or invoice lines where available.
For reports
Review sales totals and GST summaries.
Check payment collection separately from bill creation.
Keep invoice records immutable after billing wherever possible.
If GST numbers look wrong, do not edit old bills casually. Create a correction flow or contact support so records stay auditable.
Thermal printing, scanner, and hardware bridge
New retail workflows support faster counter hardware while still falling back gracefully if a device is not connected.
Start the hardware bridge
Use the configured WorkBill bridge or simulator on the billing counter device before testing print or scanner actions.
Confirm connection inside billing
Check that the printer/scanner status is connected before confirming a real customer bill.
Print a test receipt
Use a small test bill to confirm shop name, items, GST, payment method, and receipt width are readable.
Scan slowly once per item
Duplicate-scan protection helps, but cashiers should still avoid holding the scanner trigger on the same barcode.
Payments, WhatsApp, PDF, and public invoice links
WorkBill keeps invoice sharing close to billing so the customer can receive a clean record immediately.
Payment tracking
Mark bills as unpaid, partial, or paid. Track cash, UPI, bank, credit, and pending dues.
Customer sharing
Share a public invoice link through WhatsApp, download PDF, or show UPI QR where enabled.
Staff access and permissions
Use staff accounts so cashiers can bill without getting full owner controls.
Invite staff
Owners can add staff from team management using the staff email or configured invite flow.
Choose the right role
Owners manage everything. Managers may help operate the shop. Cashiers should only access the billing work they need.
Remove unused access
When a staff member leaves, remove or deactivate access immediately.
Troubleshooting before contacting support
Try these checks first. They solve the most common counter problems quickly.
Printer is not printing.
Check that the hardware bridge is running, the printer is powered on, paper is loaded correctly, and the billing screen shows connected status.
Scanner adds the same item twice.
Pause briefly after each scan and avoid holding the scanner trigger. WorkBill has a dedupe guard, but repeated hardware input can still feel too fast.
WhatsApp did not open.
Check the customer phone number, include the India country code if needed, and try sharing the public invoice link manually.
GST total looks different than expected.
Check the product GST slab, HSN, discount, and whether the shop treats product prices as inclusive or exclusive where applicable.
Still stuck? Email Support@workbill.in with shop name, invoice number if available, device type, and a short description of what happened.