How can we help you?
Find simple answers to the most common questions about using Cratory for your business.
Getting Started
Go to Settings from the left menu. Here you can enter your business name, address, tax details, and upload your company logo. This information will appear on all your invoices.
Go to Settings > User Management. Click "Add User", enter their details, and assign them a role (like Admin, Accountant, or Staff). They can then log in and start working with you.
Invoicing & Payments
Click on Invoices from the left menu and select "New Invoice". Choose a customer, add your items or services, and click save. You can then download it as a PDF or send it directly.
When a customer pays you, go to the Receipts tab under Finance. Click "New Receipt", enter the payment amount, and allocate it to their open invoice. The invoice will automatically update to "Paid".
Yes! Go to Settings > Invoice Templates. You can choose from different themes, add a custom watermark, and upload a digital signature to make your invoices look extremely professional.
Inventory & GST E-Invoicing
No, Cratory handles inventory automatically. When you finalize a Sales Invoice, stock is deducted from your warehouse. When you receive a Purchase Bill from a supplier, stock is added back.
Cratory supports direct integration with the GST Portal. Simply open any finalized invoice and click "Generate IRN" or "Generate E-Way Bill". The system will automatically build the required JSON data, communicate with the government portal, and attach the signed QR code to your invoice.