Rechvix

User guide

Every page of Rechvix, step by step.

19 chapters with 48 screenshots taken from Rechvix 0.14.24 on fictional data. Read it in order, or jump to the task in front of you.

  1. Chapter 1First setup and signing inOpen Set up your business from the sign-in page on a new installation.
  2. Chapter 2Navigation and dashboardThe dashboard summarizes today's sales, collections and purchases, outstanding receivables/payables, stock value, low-stock items and business trends. Sales and collections are different: an…
  3. Chapter 3Settings: prepare your businessStart here after setup. Review the business, selected legal entity, branch, warehouse and currency. Update the GST state/GSTIN for India or the relevant tax identifier outside India. For the…
  4. Chapter 4Catalogue: products, prices and importsSearch existing products before adding another. The table shows product identity, HSN/SAC or country tax category, selling price, category, brand and active status. A product must have a sel…
  5. Chapter 5Contacts: customers and suppliersSearch by name or phone and filter by customer/supplier type. Select + New contact, choose Customer, Supplier or Both, and enter the name and available contact details. For India, the phone …
  6. Chapter 6Inventory: stock and movement historySearch a product by name or SKU, then select its result. The stock card shows on-hand, reserved and available quantities, average cost and recent movements for the selected warehouse. The lo…
  7. Chapter 7Sales: build and finalize an invoiceUse search, document-type/status filters and dates to locate quotations, orders and invoices. Open a document number to see details. A draft can be continued; a finalized document follows th…
  8. Chapter 8Invoice details: print, payment, return and cancellationReview the number, status, customer, issue date, lines and grand total. India also shows e-Way Bill and e-Invoice status. The payment panel shows invoice total, paid amount and outstanding a…
  9. Chapter 9Purchases: stock received and supplier paymentsSearch by number or supplier and filter status/date. Open a purchase number to inspect it. Scan bill and Import from AI assist entry; they still require human review.
  10. Chapter 10ExpensesChoose the expense category, payment source, amount and date. Add a useful note, particularly for a catch-all category. Attach the supporting receipt if available and select Record expense. …
  11. Chapter 11Accounting and fiscal periodsReview the trial balance, receivables, payables and chart of accounts. Use the export controls next to the relevant report when you need CSV, Excel or PDF. Debit/credit totals should reconci…
  12. Chapter 12Tax and files for your accountantIndia shows tax-rate management, e-Way Bill mode/threshold, e-Invoice provider settings, bulk e-Way Bill preparation, vehicles, transporters and GST summaries. Confirm the issuing business s…
  13. Chapter 13ReportsReview sales invoices, gross profit, purchases, stock movement, trial balance, receivables and payables. The page defaults to its documented recent period; check report-specific dates and fi…
  14. Chapter 14Staff and calendarEnter the member's name, phone and role title, then Add staff member. The summary shows attendance counts. A staff record is not automatically a sign-in account; create logins separately in …
  15. Chapter 15IntegrationsThis page contains WhatsApp sharing information, API keys and webhooks. Core billing does not require these external integrations.
  16. Chapter 16Backup and restoreExport a backup downloads an encrypted .nodedrbackup file. Store backups securely away from the app's own disk and retain the encryption secrets needed for recovery. On CasaOS, back up the d…
  17. Chapter 17Using a phoneOpen the same app URL in a mobile browser and sign in. The bottom navigation scrolls horizontally: swipe it sideways to reach destinations beyond the initially visible ones. The top bar keep…
  18. Chapter 18Daily checklist and troubleshooting
  19. Chapter 19Page and screenshot coverageAll 22 concrete application route patterns in apps/web/src/router.tsx were opened in the running app. The wildcard route redirects to Dashboard and has no independent page. Purchase details,…

Generated from the repository's tutorial at commit f27eb2b. The source on GitHub (opens in a new tab) is the original.

Need the technical side?

The reference documents cover the API, deployment, database, tax regimes and architecture.

Reference documentsInstall Rechvix