How to Use Golden Ledger

Invoice Section

1. Fill Company & Customer Details

Start in the Details tab. Enter your business name, address, and phone. Then, enter your customer's name and choose your preferred currency.

2. Add Invoice Items

Switch to the Items tab. You have two ways to add items:

  • AI Suggestions: Start typing a description (e.g., "Web") and wait a moment for professional suggestions to appear.
  • Inventory Integration: Click "Add from Inventory" to select items you've already saved in your stock. This automatically pulls the price.

3. Complete and Share

Go to the Preview tab. Review the final layout. Click "Complete & Share PDF". This will:

  • Lock the invoice as "Completed".
  • Automatically deduct the quantities from your Inventory stock.
  • Generate a PDF and open your phone's sharing menu.

Storekeeping Section

1. Add New Stock

Toggle the app mode to Storekeeping. Use the Add Item tab to save your products. Include the SKU, Cost Price (what you paid), and Selling Price (what you charge).

2. Manage Inventory

The Manage Stock tab lists everything you have. You can edit quantities manually or delete items that are no longer carried.

3. Inventory Reports

The Inventory tab provides a full list of your stock value. Use the "Share PDF List" button to generate a valuation report of your entire business inventory.

Important Tips

  • Local Storage: All your data stays on your phone. If you clear your browser cache, your data will be deleted.
  • Printing: The app is optimized for printing. All "Edit" buttons and backgrounds are hidden automatically in the PDF version.
  • Editing Completed Invoices: If you make a mistake, click "Edit Invoice" in the Preview tab to unlock the fields. Note: stock levels aren't automatically "returned" when unlocking; you may need to adjust inventory manually.