What is Sales Management in 3Click Accounting? ▼
This module covers your entire sales cycle — from Sales Order to final Sales Invoice to Sales Return. It lets you manage every stage of a sale professionally, from the first agreement with your customer to the final billed and recorded transaction.
What is a Sales Order used for? ▼
A Sales Order is a confirmed agreement you create before final billing — useful when a customer has confirmed a purchase but the invoice hasn't been generated yet. It helps you track upcoming sales and convert them into a full invoice when ready.
How do I create a Sales Invoice? ▼
Simply select your customer, add the items or services being sold, apply any discount, VAT, or additional charges, and choose how the customer is paying — Cash, Bank, or Credit. The system generates a clean, professional invoice ready to print or share.
Can I upload the official bill or tax document to my Sales Invoice? ▼
Yes, you can. When viewing a Sales Invoice, you can upload the related document — such as your official tax invoice, receipt or any supporting file — directly to that invoice. It stays attached and easy to find whenever you need to reference it later.
Can I sell on credit and collect payment later? ▼
Yes. If a customer doesn't pay in full at the time of sale, the remaining amount is automatically tracked as a due balance. You can collect and record the payment at any time later, and the system will never let you accidentally record more than what's actually owed.
What happens if a customer returns a product? ▼
You can process a Sales Return against the original invoice, whether it's a full or partial return. The system automatically adjusts your stock, your customer's due balance, and refunds correctly — so your records always reflect what actually happened.
Can I choose which bank a payment goes into? ▼
Yes. Whenever a sale is paid via Bank, you select the specific bank or wallet the money is going into, so your Bank Statement always shows exactly where your money is.
Is my sales history organized and reportable? ▼
Yes. Every invoice and return is saved with full details and can be filtered by date, customer, or status. You can also download professional PDF copies of any invoice or return at any time.
What is Purchase Management in 3Click Accounting? ▼
This module handles everything related to buying goods or services for your business — from placing a Purchase Order, to recording the final Purchase Bill, to handling any Purchase Return to your supplier.
What is a Purchase Order used for? ▼
A Purchase Order lets you record what you've agreed to buy from a supplier before the actual bill arrives. It helps you plan and track incoming purchases in advance.
How do I record a supplier bill? ▼
Enter the supplier details, the items or services purchased, any VAT, discount, or additional charges, and choose your payment method — Cash, Bank, or Credit. The bill is instantly recorded and reflected in your stock and accounts.
Can I attach the official supplier bill to a Purchase entry? ▼
Yes, absolutely. Every Purchase Bill supports uploading the original supplier document — the official tax bill or any related paperwork — so you always have the real record stored alongside your entry, ready for audits or reference.
Can I buy on credit and pay my supplier later? ▼
Yes. If you don't pay a supplier in full immediately, the remaining amount is tracked as an outstanding due. You can settle it any time, and the system won't allow you to accidentally pay more than what's actually owed.
What happens if I return goods to a supplier? ▼
You can process a Purchase Return against the original bill, for a full or partial quantity. Your stock, your payable balance to that supplier, and any refund you receive are all automatically adjusted and correctly recorded.
Can I choose which bank a payment comes from? ▼
Yes. Whenever a purchase is paid via Bank, you select the specific bank or wallet the payment is coming from, so your Bank Statement always accurately reflects your real bank activity.
Can I track and print my purchase history? ▼
Yes. All your purchase bills and returns are saved with complete details, filterable by date or supplier, and can be downloaded as professional PDF documents whenever you need them.
What is Inventory & Stock Management? ▼
This module gives you complete, real-time visibility over everything you stock — how much you have, what's running low, and what's nearing its expiry date, all updated automatically as you sell and purchase.
How do I add a new product? ▼
Simply enter the product name, category, unit, purchase and selling price, and your opening stock quantity. You can also set a low-stock alert level so you're warned before you run out.
Does stock update automatically? ▼
Yes. Every time you make a sale or a purchase, your stock quantity updates automatically — you never have to manually adjust it after each transaction.
How do I know when I'm running low on stock? ▼
The system automatically flags any product that has fallen to or below the low-stock level you set, so you can reorder before you run out.
Can I track product expiry dates? ▼
Yes. For products where expiry matters, the system tracks batch-level expiry dates and warns you as items approach their expiry, helping you avoid selling expired stock.
Can I see a full history of stock movement? ▼
Yes. Every stock increase or decrease is logged with the reason behind it — whether it came from a purchase, a sale, a return, or a manual adjustment — so you always know exactly what happened and when.
Can I download an inventory report? ▼
Yes. You can generate and download a complete report of your current stock levels and movement history as a professional PDF at any time.
What is Party Ledger Management? ▼
This module automatically keeps a running account of every customer and supplier you deal with — how much they owe you, how much you owe them, and the complete history of every transaction between you.
Do I need to manually update customer or supplier balances? ▼
No. Every sale, purchase, payment, and return you record automatically updates the correct party's balance — there's no separate manual bookkeeping needed.
Can I see the full transaction history with a specific party? ▼
Yes. You can open any customer or supplier's ledger and see a complete, chronological list of every transaction and the running balance at each point.
How do I know who owes me money, or who I owe? ▼
Your dashboard gives you an instant summary of your total receivables (money owed to you) and total payables (money you owe), along with a breakdown by each individual party.
Does the system remind parties about due payments? ▼
Yes. The system can automatically send a reminder to a customer or supplier about an outstanding due amount, so you don't have to chase payments manually.
Can I generate a statement for a specific customer or supplier? ▼
Yes. You can download a clean, professional PDF statement for any single party, or a combined report covering all your parties at once.
What is the Other Income & Expense module for? ▼
This module lets you record any income or expense that doesn't come from a regular Sale or Purchase — things like rent income, bank interest, office expenses, commissions, or any other day-to-day business transaction.
How do I record a new entry? ▼
Choose whether it's Income or Expense, select or type a category, enter the amount, and choose how it was paid or received — Cash, Bank, or Credit. VAT, TDS, and discounts can also be applied if relevant.
Can I record a transaction on credit and settle it later? ▼
Yes. If an entry isn't fully paid or received immediately, the remaining balance is tracked as due, and you can settle it at any time without risk of overpaying.
Can I choose which bank the money moves through? ▼
Yes. When an entry is paid or received via Bank, you select the exact bank or wallet involved, so it's accurately reflected in your Bank Statement.
Are these entries linked to a customer or supplier? ▼
Yes, if relevant. You can tie any income or expense entry to a specific party, and it will correctly appear in that party's ledger and balance.
Can I print or download these entries? ▼
Yes. Every entry can be viewed as a clean, professional document and downloaded as a PDF for your records.
What is Voucher Entry? ▼
This module lets you record core accounting transactions the traditional way — Payment Vouchers, Receipt Vouchers, Journal Entries, and Contra entries — giving you full manual control when you need it.
What is a Payment Voucher used for? ▼
A Payment Voucher records money going out of your business — for example, paying a supplier, an expense, or a partial settlement — with full details of who was paid and why.
What is a Receipt Voucher used for? ▼
A Receipt Voucher records money coming into your business, such as a payment received from a customer or any other incoming amount.
What is a Journal Entry used for? ▼
A Journal Entry is used for non-cash accounting adjustments — entries that need to balance your books correctly without any actual cash or bank movement involved.
What is a Contra entry used for? ▼
A Contra entry records money moving between your own accounts — for example, depositing cash into your bank, or withdrawing cash from your bank — without affecting your income or expenses.
Can I settle a voucher partially and pay the rest later? ▼
Yes. If a voucher isn't fully settled immediately, the remaining balance is tracked as due, and you can pay it off at any time, with the system preventing you from ever overpaying.
Can I view and print individual vouchers? ▼
Yes. Every voucher can be viewed as a formal document with full details and downloaded as a professional PDF.
What is the Recurring Transactions module? ▼
This module handles income or expenses that repeat on a schedule — like monthly rent, subscriptions, or regular income — so you don't have to manually re-enter the same transaction every single time.
How do I set up a recurring transaction? ▼
Enter the name, category, amount, and how often it repeats (monthly, quarterly, half-yearly, every nine months, or yearly), along with the starting date.
Does it post automatically, or do I need to do it manually? ▼
You choose. You can turn on Auto-Post, and the system will automatically record the transaction each time it becomes due — or you can leave it off and post it manually whenever you're ready.
Will I be reminded before something is due? ▼
Yes. The system automatically reminds you a few days before a recurring transaction is due, and again if it becomes overdue, so nothing slips through unnoticed.
Can I pause a recurring transaction without deleting it? ▼
Yes. You can pause any recurring entry at any time — it simply stops posting until you resume it, with nothing lost.
Can I see the full posting history? ▼
Yes. Every time a recurring transaction is posted — whether automatically or manually — it's logged with full details, and you can review or download this complete history at any time.
What is Payroll Management? ▼
This module helps you manage your employees and process their salaries accurately every month — including automatic calculation of deductions like Provident Fund (PF) and tax.
How do I add an employee? ▼
Enter their name, designation, department, contact details, and salary structure — and they're ready to be included in your monthly payroll.
How does salary calculation work? ▼
Simply select the employee and the salary month, and the system automatically calculates their gross pay, PF deduction, tax deduction, and final net salary — no manual math needed.
Can I pay a salary partially and settle the rest later? ▼
Yes. If a salary isn't paid in full right away, the remaining amount is tracked as due, and you can complete the payment at any time without risk of overpaying.
Can I generate a payroll report? ▼
Yes. You can download a complete, professional Payroll Register and Payslip as a PDF for any month, ready for your own records or for your accountant.
What is Fixed Assets Management? ▼
This module helps you track everything your business owns long-term — like equipment, furniture, or vehicles — and automatically calculates how their value decreases over time.
How do I add a new asset? ▼
Enter the asset's name, category, purchase cost, purchase date, and how you paid for it. The system also lets you apply VAT, TDS, discounts, or additional charges if relevant.
What is Auto-Depreciation? ▼
Auto-Depreciation automatically reduces an asset's recorded value over time, following standard depreciation rates — so you never have to calculate or record this by hand.
Does depreciation affect my cash or bank balance? ▼
No. Depreciation is a pure accounting adjustment that reflects an asset losing value over time — it never involves any real movement of cash or bank money.
What happens when I sell or dispose of an asset? ▼
You record the disposal along with any amount you received for it. The system automatically calculates whether you made a gain or a loss compared to the asset's remaining book value.
Can I still pay off a purchase due after disposing of the asset? ▼
Yes. Any amount you still owe from originally purchasing the asset remains payable and trackable, completely independent of whether the asset has since been sold or disposed of.
What is included in Office Tools? ▼
This is a set of everyday business tools built to help you communicate and present your business professionally — including a Proposal Writer, an Official Letterhead composer, and a Memo tool.
What is the Proposal Writer for? ▼
It helps you create clean, professional business proposals for your clients — draft your content, format it properly, and export it as a polished PDF ready to send.
What is the Official Letterhead tool for? ▼
It lets you write official letters, notices, or applications using your own branded company letterhead — including your logo, signature, and company stamp — instead of plain, unprofessional documents.
What is the Memo tool for? ▼
The Memo tool lets you jot down quick internal notes, reminders, or to-dos for yourself or your business, with a due date so nothing important gets forgotten.
Can I download and print these documents? ▼
Yes. Every proposal, letter, and memo can be saved, viewed, and downloaded as a professional PDF at any time.
What does the Dashboard show me? ▼
Your Dashboard gives you a complete, real-time picture of your business — with over 40 live charts and summary cards, and access to more than 80 detailed accounting reports, all in one place.
What kind of information can I see at a glance? ▼
You can instantly see your income, expenses, profit, cash and bank balances, outstanding receivables and payables, sales trends, VAT,TAX,TDS Reports and much more — all updating automatically as you use the system.
What accounting reports are available? ▼
You have access to every standard report your business or accountant may need — including Profit & Loss Statement, Balance Sheet, Trial Balance, General Ledger, Cash Flow Statement, Vouchers Entries, Day Book, Bank Statement, Cash Statement, Bank Reconciliation and many more.
Do I need to prepare these reports manually? ▼
No. Every report is generated automatically and instantly from your actual recorded transactions — there's no manual preparation involved at any point.
Can I download these reports? ▼
Yes. Every chart, card, and report can be downloaded as a clean, professional PDF whenever you need it — for yourself, your accountant, or an audit.
What does the Bank Reconciliation feature do? ▼
Bank Reconciliation automatically compares your recorded transactions against your real bank statement — matching entries by date and amount, flagging genuine mismatches for your review and letting you save each verified period as a permanent, protected record for your business or accountant.
How many users can access my account? ▼
You can have up to 5 users on your account, allowing your team to work together within the system.
Can I register more than one company? ▼
No, each account supports one company only.
Can I add more than one Chartered Accountant (CA)? ▼
No, each account supports one CA login only.
Can I manage more than one branch? ▼
No, each account supports one company branch only.
Is my data stored safely? ▼
Yes. Your data is stored securely on the cloud, so you can access it anytime, from anywhere, with full peace of mind.
How much does it cost to upgrade my plan? ▼
You can view our full, up-to-date pricing on the Upgrade page inside your account, or on our website.
How long is the free trial? ▼
Your free trial lasts 10 days from the day you register.
Can I use a different email to get a new trial? ▼
No. Your registered email and account details are locked during the trial period and cannot be changed, to keep the trial offer fair for everyone.
Is support available if I need help? ▼
Yes, our support team is available 24/7 to help you with anything you need.
Can I update my business information later? ▼
Yes, you can update your business information at any time, though it's intended for occasional corrections rather than frequent changes.
Can I change my password? ▼
Yes, you can securely change your password at any time from your account settings.
Can I delete my account? ▼
Yes, you can permanently delete your account from Settings. Please note that once deleted, the same account details cannot be used again to register a new account.