Account Setup and Authentication

This guide covers everything you need to get started with SimpleBillBook - from creating your account to setting up your first company. Follow these steps to begin streamlining your business invoicing and operations.

Overview

SimpleBillBook is an all-in-one invoicing SaaS platform with comprehensive features for managing:

• ✅ Sales - Invoices, quotations, sales orders
• ✅ Purchases - Purchase entries, orders, debit notes
• ✅ Inventory - Stock management, barcodes
• ✅ Expenses - Track and categorize business expenses
• ✅ Customer Relationships - Manage customers and vendors

Figure 1: SimpleBillBook platform overview - All-in-one business management solution

Account Creation

Step 1: Navigate to Sign Up

Visit the SimpleBillBook application and click on Sign Up or Create Account to begin the registration process.

Step 2: Fill Registration Form

Figure 2: Account creation form with required fields

Required Information:

Field	Description	Example
Full Name	Your complete legal name	John Doe
Email Address	Valid email for login and notifications	email@example.com
Password	Strong password (min. 8 characters)	••••••••
Confirm Password	Re-enter your password	••••••••

Password Requirements:

• Minimum 8 characters
• At least one uppercase letter
• At least one number
• At least one special character

Step 3: Submit Registration

Click Create account to complete your registration. You'll receive a confirmation email to verify your email address.

Step 4: Email Verification

1. Check your inbox for a verification email from SimpleBillBook
2. Click the verification link
3. Your account will be activated

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User Login

Step 1: Access Login Page

Navigate to the SimpleBillBook login page and click Log in.

Step 2: Enter Credentials

Figure 3: Secure login interface with remember me option

Login Fields:

Field	Description
Email Address	Your registered email address
Password	Your account password
Remember Me	Stay logged in on this device (optional)

Step 3: Complete Login

Click Log in to access your dashboard.

Troubleshooting:

• Forgot Password? Click "Forgot password" link to reset
• No Account? Click "Sign up" to create a new account

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Company Setup

After successful login, you need to create or select a company to begin using SimpleBillBook.

Step 1: Company Selection Screen

Figure 4: Welcome screen with company selection

When you first log in, you'll see:

• Welcome message with your name
• Existing companies you have access to
• Create another company option

Step 2: Create New Company

If you don't have any companies or need to add another, click + Create another company.

Figure 5: Company creation form with all required fields

Required Information:

Field	Required	Description
Company Name	✅ Yes	Legal business name
Email	❌ No	Business contact email
Contact Number	❌ No	Business phone number
GST Number	❌ No	Tax identification number
Address Line 1	❌ No	Primary address
Address Line 2	❌ No	Secondary address (optional)
Country	❌ No	Select from dropdown
State	❌ No	Select from dropdown
City	❌ No	Select from dropdown
Pincode	❌ No	Postal/ZIP code

Step 3: Save Company

1. Fill in the required fields (at minimum, Company Name)
2. Click Save or Create Company
3. Your new company will appear in the selection list

Step 4: Select Company

Click on any company card (e.g., Blinkart) to enter that company workspace.

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Complete User Journey

New User Flow: