Practical guide

Keep inventory checks close to the billing workflow.

A consistent product list and regular record review can make stock information more useful during daily billing.

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MyInvoiceDB dashboard on Windows
Step by step

Maintain clear product records

Use consistent product names and prices so billing records remain easy to understand.

01

Maintain clear product records

Use consistent product names and prices so billing records remain easy to understand.

02

Record invoices consistently

Create invoices through the same product workflow so sales activity and stock context remain connected.

03

Review inventory awareness

Check the inventory information regularly and investigate shortages before they interrupt billing.

04

Keep a local backup routine

Because operational data is local, the business should maintain an appropriate backup routine for the billing PC.

FAQ

Questions and answers

What happens if my PC crashes or is stolen?

Turn on Google Drive backup in Settings. The app uploads a password-encrypted copy of your database daily, weekly or monthly while it is open, and keeps the last seven copies. On a new PC, install the app, sign in with the same Google account and restore from Drive or from a local .crmbak backup file using your backup password.

Can I bring in my existing customers and products?

Yes, from Excel. Download the template inside the app for items, customers or suppliers, fill it in and import the .xlsx or .xls file. There is no direct importer for other billing apps or for opening balances yet.

MyInvoiceDB

Give your billing desk one clear workflow.

Sign in with Google, download the installer and start billing free. Add wallet money only when you want to send WhatsApp, SMS or email messages.

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