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Frequently Asked Questions

Members​

How do I delete a member? Open the member profile → click the menu (⋮) → select Delete. Deleted members go to the Recycle Bin and can be restored within 30 days.

Can I search for a member by phone number? Yes. Use the search bar on the Members page — it searches by name, phone number, and registration number.

Sales & Payments​

A sale shows "Partial" — how do I mark it fully paid? Open the sale → click Add Payment → enter the remaining amount. Once the full amount is recorded the status automatically changes to Paid.

How do I reprint an invoice? Open the sale → click Invoice → use your browser's print dialog or the Download PDF button.

Can I edit a sale after it's been saved? Yes, as long as no payment has been reversed. Open the sale → click Edit.

Inventory​

Why is my stock not updating after a sale? Stock only deducts automatically for Counter Sales (ingredient/shake sales). For regular product sales, stock is managed manually or through purchases.

How do I add opening stock for a new product? Go to Inventory → Opening Stock → find the product → enter the quantity.

Wallet & Recharge​

What is the difference between a Bonus Amount and a Discount?

  • Discount reduces what the customer pays (e.g. ₹500 off a ₹5,000 package)
  • Bonus Amount adds extra wallet credit on top of the package value (e.g. customer pays ₹5,000 but gets ₹5,500 credited)

A recharge shows "Pending" — how do I collect the payment? Go to Dues → find the recharge → click Add Payment.

Payments​

How do I reverse a wrong payment? Go to Payments → find the payment → click Reverse. This creates a reversal entry and restores the outstanding amount.

What payment methods are supported? Cash, UPI, Bank Transfer, Cheque, DD, and Credit.

Reports​

Why does my Trial Balance not balance? This usually means a transaction was entered incorrectly. Check the Day Book for the date range in question and look for any entry where the debit and credit sides don't match.

Can I export reports? Yes. Most reports have a Download CSV button. Invoice PDFs can be downloaded from individual sale records.