Getting Started
Navigating Billing
Left nav, onboarding checklist, app launcher, and in-app search.
Shell layout
- Left navigation highlights the current page and scrolls independently of the main content.
- Onboarding checklist (“Get started with Billing”) tracks GST details, products, first customer, first invoice, and proforma. When all five are done, the checklist hides (including after refresh).
App launcher
The 9-dot launcher (main web app, ERP Hub, and Billing) lists Platform apps first, then ERP modules. Use it to jump between Cart, Document Vault, Hub, Billing, and other modules.
In-app search
Billing includes Search for parties, items, and documents inside the current business. That search is tenant-scoped and is separate from this public Help centre search at the top of Docs.