Complete guide to using Haappii Billing — POS & Shop Management Platform for Retail Stores and Restaurants
Visit haappiibilling.in/setup/onboard to register your business. You'll receive:
All credentials are sent to your registered email. Your shop comes with a 30-day free trial with all features unlocked.
Go to haappiibilling.in/login and enter your Shop ID, Username, and Password. On first login, you'll be prompted to set a new password.
Access from any browser at haappiibilling.in
Dedicated counter app with offline support
Mobile billing, printing & operations on the go
Bluetooth & WiFi thermal receipt printing
The home screen shows your shop name, branch, business date, and online/offline status. Quick action tiles give one-tap access to all features.
During your free trial, a badge in the header shows remaining days. When the trial expires, contact the Haappii Billing team to activate a subscription plan.
The business date controls which day's transactions you're working on. It's set by the admin and can differ from the calendar date (useful for shops that operate past midnight).
Switch between Light, Dark, or System theme from the sidebar menu or settings.
| Mode | Description |
|---|---|
| Cash | Standard cash payment |
| Card | Debit/credit card payment |
| UPI | Google Pay, PhonePe, Paytm, etc. |
| Credit | Recorded as due — customer pays later |
| Gift Card | Redeem a gift card code at checkout |
| Coupon | Apply discount coupon |
| Split | Split payment across multiple modes |
| Wallet | Pay from customer's stored wallet balance |
View all past invoices filtered by date range (Today, 7 Days, 30 Days). From here you can:
Enable GST from Setup → Shop Details. Configure:
Set up tables from Setup → Tables. Each table has a name, capacity, and status (Available, Running, Reserved).
KOT management shows all pending kitchen orders. Kitchen staff can mark items as prepared. Track order status in real-time from the Order Live screen.
Generate QR codes for each table. Customers scan the QR code, browse the menu on their phone, and place orders directly. Orders appear in the QR Orders section for staff to accept.
Create takeaway orders without assigning a table. These function like regular bills but are tagged as takeaway for reporting.
Define recipes for menu items — link raw materials with quantities. When a dish is sold, raw material stock is automatically deducted based on the recipe.
Add items from Setup → Items with:
Enable Items Branch Wise from settings to set different prices for each branch. If not enabled, all branches share the same item prices.
View current stock levels from the Inventory screen. Stock is automatically adjusted when:
Perform physical stock counts and reconcile differences with system stock. Adjustments are logged for accountability.
Transfer stock between branches. Create a transfer request, specify items and quantities, and the receiving branch confirms receipt.
Track purchase lots with different costs. When selling, the system can use FIFO (First In, First Out) costing for accurate profit calculation.
Customers are automatically created when you bill with a name and mobile number. View all customers, their purchase history, and outstanding dues from the Customers section.
When a bill is created with Credit payment mode, it's recorded as a due. Track and collect dues from the Dues section. Record partial payments and view remaining balances.
Customers can maintain a wallet balance. Add money to the wallet, and customers can pay from their wallet at checkout.
Add employees with name, role, contact, salary, and joining date. Track employee settlements and advances.
Mark daily attendance for employees. View attendance reports by month. Supports Present, Absent, Half-day, and Leave statuses.
Track all business expenses — rent, electricity, salaries, supplies, etc. Each expense has a date, category, amount, and optional notes. View expense summaries in reports.
| Report | Description |
|---|---|
| Sales Summary | Total sales, tax, discount by date range |
| Item-wise Sales | Sales breakdown by item |
| Category-wise Sales | Sales by category |
| Payment Mode Report | Cash vs Card vs UPI breakdown |
| GST Report | CGST, SGST, IGST summary for filing |
| Day Close Report | End-of-day summary with cash reconciliation |
| Stock Report | Current stock levels with value |
| Profit Report | Revenue minus cost analysis |
| Employee Report | Attendance and settlement summary |
| Expense Report | Expense totals by category and date |
Visual charts showing sales trends, top-selling items, revenue patterns, and comparison across time periods.
View daily, weekly, and monthly sales trends with graphs. Compare current period vs previous period performance.
Set up a points-based loyalty system. Customers earn points per purchase and redeem them for discounts. Configure points-per-rupee and redemption value.
Create and sell gift cards with custom amounts. Gift cards have unique codes and optional expiry dates. Customers redeem at checkout by entering the code.
Create discount coupons — flat amount or percentage. Set validity dates, minimum order value, and usage limits. Customers apply coupon codes during billing.
Manage your supplier database with contact details, GST numbers, and payment terms. Track supplier ledger (payments in/out).
Create POs for suppliers with item lists, quantities, and prices. Track PO status: Draft → Ordered → Partially Received → Received. Receiving a PO automatically updates inventory stock.
View complete payment history with each supplier. Track outstanding payables and record payments.
Accept advance bookings with partial payment. Track order status, delivery date, and remaining balance. Convert advance orders to regular invoices when fulfilled.
Track physical cash in the register. Open the drawer with a starting amount, record cash in/out during the day, and close with denomination count at end of day. The system calculates expected vs actual cash for reconciliation.
Configure shop name, address, logo, GST settings, and contact information. This appears on printed receipts and invoices.
Add multiple branches under one shop. Each branch has its own address, inventory, and staff. The head office branch manages all branches.
Organize items into categories for easy navigation during billing. Categories appear as tabs on the billing screen.
Add products/menu items with prices, images, and stock settings. Supports bulk import via Excel upload.
Create login accounts for staff with assigned roles (Admin, Manager, Cashier, Waiter). Each user can be assigned to a specific branch.
Configure tables for hotel/restaurant billing. Set table names, sections, and capacity.
| Role | Access Level |
|---|---|
| Admin | Full access — settings, reports, billing, employee management, delete invoices |
| Manager | Billing, reports, inventory, customer management (no settings/delete) |
| Cashier | Billing, sales history, basic inventory view |
| Waiter | Table orders, KOT management (no billing/reports) |
Admins can configure granular per-module permissions from Setup → Permissions.
Receipts include: shop name, address, GST number, invoice number, date, items with quantities and prices, tax breakdown, payment mode, and a QR code for digital invoice access.
Download the Android app from the About page at haappiibilling.in. The mobile app supports:
The app works offline — bills created without internet are queued and automatically synced when connectivity returns.
Send invoices to customers via WhatsApp automatically after billing. Requires Meta WhatsApp Business API setup.
Go to Settings on the mobile app or web app and toggle WhatsApp Invoice to enabled. The admin must configure the WhatsApp API credentials on the server.
Contact your shop admin to reset your password from Setup → Users.
Check your internet connection. Go to Offline Sync and tap the sync button. If bills fail repeatedly, check if your session has expired and re-login.
Ensure Bluetooth is ON and the printer is paired in your phone's Bluetooth settings first. Then scan from the app's Printer Settings.
Enable GST from Setup → Shop Details. Set the GST percentage and mode (inclusive/exclusive). Ensure individual items have GST rates assigned.
Your user role may not have permission. Ask the admin to check Setup → Permissions and enable the required modules for your role.
Contact the Haappii Billing team at haappiibilling@gmail.com or +91 79042 63246 to activate a subscription plan.
Only admins can delete invoices. Go to Billing History, open the invoice, and click Delete. Deleted invoices are moved to the Deleted Invoices section for audit purposes.
Haappii Billing — POS & Shop Management Platform
haappiibilling.in · haappiibilling@gmail.com · +91 79042 63246
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