Getting Started

Read this first Concepts

This page gets you signed in and oriented, then explains the handful of ideas that appear on almost every screen. Five minutes here saves a lot of confusion later.

Open the eBilling Lite web address your provider gave you. The login screen asks for three things:

Field	Required	What to enter
Company slug	Yes	Your company's short code (for example `acme`). It is part of your sign-in address and identifies which company's books you are opening. If you do not know it, ask whoever set up the account.
Username	Yes	The username created for you. Usernames are unique inside your company only - two different companies can each have a `admin` user.
Password	Yes	Your password. Use Forgot password on the login screen to reset it by email if you are locked out.

Sessions and staying signed in

You stay signed in for a while and are renewed quietly in the background as you work. For security, signing out (or being idle for a long time) ends the session and you log in again. Always sign out on a shared computer.

The workspace

After signing in you land on the dashboard. The screen has three parts:

Left menu: Your navigation. It is grouped into Sales (Invoices, Credit Notes, Debit Notes, Receipts, Payments), Purchases, Masters, Reports, IRD and Settings. Only the items your role allows are shown.
Dashboard: A summary of recent activity - sales this period, outstanding balances, and the IRD sync health of your documents. It is a read-only snapshot; click through to a module to act.
List screens: Most menu items open a list (for example all invoices). From a list you can search, filter by date, open a row to view it, export to Excel/PDF, and - where allowed - create a new document with the New button.

Working in a list

Search and filter - narrow a list by date range, customer, status or number. The same filters drive the printed export, so filter first, then export.
Open a row - click it to see the full document, read-only, with every field and the line items.
Export - download the current (filtered) list as Excel or PDF.
Print / email - from an individual document you can print it or email a copy to the customer.

How dates work (BS and AD)

Nepal uses the Bikram Sambat (BS) calendar officially, so dates on bills are shown in BS - for example 2081-01-15. Internally every document also stores the English (AD) equivalent, and all maths - which fiscal year a bill falls in, report date ranges, ageing - is done on the AD date. You enter and read BS; the system keeps both in step.

You cannot back-date a tax invoice

By IRD rule, the issue date of a tax invoice is stamped as today and cannot be changed. The separate transaction date can differ (for example goods delivered earlier), but the bill is dated and numbered the day you issue it.

What gets sent to the IRD (CBMS)

The IRD runs the Central Billing Monitoring System (CBMS). Every tax invoice and credit note you issue is reported to it automatically, shortly after you save. You do not press a "send to IRD" button for each one - it happens in the background through a sync queue. (Debit notes are an internal purchase-return document and are not sent to the IRD - see below.)

You issue a documentIt is saved and given its number and a digital signature.
It joins the sync queueIts IRD status starts as Pending.
The system reports it to CBMSOn success the status becomes Sent (synced).
If CBMS is unreachableThe status is Failed and it is retried; you can also re-sync it by hand from the IRD screen.

A document that is saved but not yet confirmed by the IRD is still a valid bill on your side - syncing is about reporting, not about whether the customer's copy is real. The IRD / CBMS Sync guide covers status, the outbox and re-sync in full.

Document locks and corrections

Once a tax invoice or credit note is issued, its financial content is frozen - the database itself refuses any edit or delete, down to the individual line items. This is what keeps your books trustworthy and IRD-compliant.

So how do you fix a mistake?

If you need to…	Do this
Cancel an invoice entirely	Void it. Voiding records a reason and issues a credit note that reverses it. The original stays on record, marked Void.
Reduce or return an invoice	Issue a Credit Note against that invoice.
Increase an invoice after issue	There is no sales "increase" document - void the invoice and reissue a corrected one.
Return goods to a supplier	Raise a Debit Note (a purchase-return document - this is the buying side, not a customer bill).
Fix a typo in the customer's name on a draft	Correct it before you save/issue. After issue, the name is part of the locked record.

Debit notes are the exception

Debit notes are treated as an internal purchase-return document: they remain editable (and are not reported to the IRD). Invoices, credit notes, payments, the company PAN and the print layout are the locked surfaces.

Fiscal year and numbering

Nepal's fiscal year runs mid-July to mid-July and is written like 2081/82. Document numbers are assigned in an unbroken sequence within a fiscal year and the year is printed on every bill. When a new fiscal year begins, numbering restarts from one.

You never type an invoice number - the system assigns the next one so there are no gaps. The Reports screen has a sequence-gap report that proves this to an auditor.
The number format (prefix, padding) is set once in Settings → Numbering and is locked after IRD approval.

Demo mode vs going live

A new company starts in demo mode. Demo documents let you practise the whole flow safely - they are clearly marked, are not reported to the IRD, and can be cleared in one action so you start clean. When you are ready, going live turns demo off; from then on every document is real and the locks above apply.

Practise first

Before your first real bill, raise a couple of demo invoices, a credit note and a receipt, run a report, and clear the demo data. Ten minutes of practice makes the live month-end painless.

Roles and permissions

What you can see and do is set by your role. A biller can raise documents; a viewer can read and run reports but not issue; an admin can also manage users, settings and the company profile. If a menu item or button is not there, your role does not grant it - that is by design, not a fault. Ask your company admin to adjust your role if you need more.

Where to get help

Each guide in the left menu covers one screen, field by field. Use the filter box at the top of the menu to jump to a topic.
For IRD sync problems, start with the IRD / CBMS Sync guide.
For anything locked (PAN, numbering, print layout), MISAC Intelligence Pvt. Ltd lifts the lock through an approved change request - see Settings.