See exactly how it works, one short video at a time

Every walkthrough below is a few minutes long and focused on one specific task - jump straight to whatever you're trying to do.

Getting Started

Your first steps in Invoice2Track

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Signing up and choosing your industry

Creating your account and picking the industry preset that matches how your business actually works.

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A quick tour of your dashboard

What each widget and chart on your homepage actually tells you at a glance.

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Setting up your company profile

Adding your business name, address, and tax details - the information that appears on every invoice.

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Finding your way around Settings

Where the feature toggles, templates, and preferences that shape your account actually live.

Invoicing & Estimates

Getting paid

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Creating your first invoice

From adding a customer and line items through to sending it out.

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Creating and sending an estimate

Quoting a job before it's confirmed, and converting it to an invoice once it is.

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Recording a payment

Marking an invoice as paid, partially paid, and tracking the balance due.

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Choosing an invoice print style

Picking from the built-in templates and setting your default.

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Setting up recurring invoices

Automatically generating the same invoice on a schedule for repeat customers.

Products & Inventory

What you sell

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Adding products and services

Setting prices, tax rates, and HSN/SAC codes as you build out your catalog.

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Organizing products with categories

Grouping items for easier browsing and industry-specific routing.

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Tracking stock across locations

Managing inventory across multiple godowns, stores, or warehouses.

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Printing barcode labels

Generating and printing scannable labels for your products.

Customers & Vendors

Who you work with

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Adding and managing customers

Keeping contact details, GSTIN, and billing history in one place.

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Setting a customer's currency

Billing international customers in their own currency automatically.

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Managing vendors and purchases

Recording what you buy in, separate from what you bill out.

Reports & Insights

Understanding your numbers

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Reading your dashboard charts

What the industry-specific widgets and charts are actually showing you.

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Running your key business reports

Sales, outstanding payments, and the other reports worth checking regularly.

GST & Compliance

Staying compliant in India

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Turning on GST billing

Enabling GST, entering your GSTIN, and what changes on your invoices.

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Understanding CGST, SGST, and IGST

Why some invoices split the tax and others show one combined line.

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Setting up e-invoicing

Connecting a GSP so IRNs and QR codes generate automatically.

Industry Workflows

Built for how your business actually runs

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Restaurant: taking a table order

From seating a table to sending items to the kitchen or bar display.

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Retail: transferring stock between locations

Moving inventory from a godown to a storefront and keeping both in sync.

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Consulting: setting up a project

Choosing a billing method and tracking time against a client project.

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Recruitment: managing the candidate pipeline

Moving a candidate from sourced to placed, and billing the placement fee.