One of the easiest accounting programs to master!
Reach out to our team should you have any questions of queries.
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Getting Started With Envoici
Can I create multiple companies under one login?
In Envoici, you cannot create multiple companies under one login. The reason for creating single
Accounts are maintained to determine the hierarchy of Ledger Accounts, which is helpful in determining
Migrating from previous accounting system to Envoici
Let’s see how to migrate from previous accounting to Envoici: You can import most of
Envoici Settings
1. Edit Your Company Settings To access the settings, click on ‘Settings’ option from the
Invoicing and Receipts
How to add an authorized signatory field on the Invoice?
Please follow the steps :1) Settings > Invoice > Templates You need to select
Go to Income > Customers On the right side, you will see an Action
How to create Delivery Challan?
A delivery challan is issued to acknowledge the delivery of goods to a party;
Please go to: Items > Products/ Services. You will see following screen. You can
How to see the customer lifecycle?
To see Customer Statement please go to Invoices > Customers 1) You will see
How to add bank details on Invoice?
It can be done via following steps: Go to Profile > Settings > Invoices.
How to apply Discount on Invoice?
Let’s see how to apply discount on an Invoice. There are two ways you
How to record advances from Customers in Envoici
Advance from customer is a liability account, in which is stored all payments from
How to settle or write off invoice payments in Envoici
There are two ways to settle accounts in Envoici 1. Setting invoice through payment
Expenses & Purchases
You can do this via the following steps:Expenses > Vendors On the screen, you can
There are three ways to create a Vendor: 1) Create a Vendor from the Expenses>Vendors
How to record Credit Expenses in Envoici
Follow these steps if you have received a bill and haven’t paid for that expense
How to create Purchase Order In Envoici
Let’ see how to create a Purchase Order. Go to Expenses > Purchase Order >
How to record Payment against Purchase invoices In Envoici
There are two ways to record payment against Purchases: Method 1: Step 1: Go to
How to record advance paid to Vendors in Envoici
Advance payments are a type of payment made ahead of its normal schedule such as
How to change the sequence number for Purchase in Envoici
Let’s see how we can change the sequence number for Purchases: Please follow the path:
Banking
To record bank charges, first you have to create an account with the name of
How to record Deposit/ Withdrawal/ Transfer of cash?
Go to the banking tab and click on new transactions you will get three options:
How to record bank charges in Envoici
To record bank charges, first, you have to create an account with the name of
How to add a New Bank Account?
Let’s see how to add a new bank account. Please go to Accounting > Chart
Pricing & Subscritpions
Inventory Management
Please go to: Items > Products/ Services. You will see following screen. You can see
How to Record Consumption of Raw Material in Envoici
Recording consumption of Raw Material Manufacturing units primarily require the recording of consumption of Raw
How to record Finished Goods Produced in Envoici
Recording Inventory for Finished Goods produced Manufacturing units primarily require the recording of production of
How to check warehouse-wise inventory in Envoici
You can check Warehouse wise inventory via following steps: 1) Click on Reports >Inventory Reports>
Stock wastage is a loss due to outdated stock item or spoilage. You can record
How to record warehouse transfer In Envoici
Let’s see how to record the transfer of stock from one warehouse to another. You
Accounting Entries
How to enter the previous year’s data in Envoici?
By default, an individual account’s start date is the start of the current financial year.
How to record Purchase of Fixed Assets?
Let’s see how to record the purchase of Fixed Assets Step 1: You need to
How to record Secured Term Loan in Envoici
“ Term Loan” refers to the terms and conditions involved when borrowing money. This can
A salary is a form of periodic payment from an employer to an employee, which
How to record drawings from capital in Envoici
Capital is the amount invested in the business in order to further grow it, or
How to record Depreciation in Envoici
Depreciation on fixed asset: What is depreciation?The monetary value of an asset decreases over time
How to Record Bad Debts and Bad Debts Recovered in Envoici
Bad debt refers to loans or outstanding balances owed that are no longer deemed recoverable
Step 1: Create AccountGo to Accounting > Chart of Accounts > New Account Fill in
How to change Voucher numbering?
Let’s see how we can change the sequence number for vouchers. Please follow the path
How to record Cash Expenses in Envoici
Here is how you can track and manage business expenses with Envoici. Follow these steps
User Management
One of the easiest accounting programs to master!
Reach out to our team should you have any questions of queries.
