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Finex

Setup & how it works

Finex Business user guide

From a free account to your first GST invoice, stock update and live store. Follow the screens in order — no card, no install.

  1. Step 01

    Start on Finex Business

    Open Finex Business in your browser. This is the product for GST billing, inventory, services and a live store or showcase. FinEx Personal (the expense app) is separate.

    • Works in Chrome, Edge or Safari on Windows and Mac.
    • No app install and no credit card.
    Finex Business homepage — free GST billing, inventory and a live store.
    Finex Business homepage — free GST billing, inventory and a live store.
  2. Step 02

    Create your free account

    Click Start free or Create free account. Enter your name, work email and a password. Finex sends a 6-digit code to that inbox.

    • Use an email you can open — the code expires.
    Create account — name, work email and password. No card.
    Create account — name, work email and password. No card.
  3. Step 03

    Sign in next time

    After you verify, you land in the workspace. Next visits use Sign in with the same email and password. Forgot password sends a reset link to your inbox.

    Sign in with the email you registered.
    Sign in with the email you registered.
  4. Step 04

    Pick your kind of business

    First-time setup asks what you run — retail, clinic, restaurant, rental, transport and more. This switches the words you see (Customers vs Patients, Invoices vs Bills), the default pricing, and which modules appear. You can change it later under Settings → Type & wording.

    • Retail starts with products and stock.
    • Clinics and studios start with services and procedures.
    • You can still add both goods and services in the same catalog.
    Business type picker — Finex matches wording, fields and invoices to how you work.
    Business type picker — Finex matches wording, fields and invoices to how you work.
  5. Step 05

    Add GST and business details

    Step two of setup is your display name, legal name, GSTIN, state (place of supply), city and invoice prefix. State drives CGST+SGST vs IGST on every invoice. Prefix becomes the start of numbers like INV-2026-27-0001.

    • GSTIN is optional if you are not registered yet.
    • Legal name should match your GST certificate.
    • You can fill bank details and extra address later in Settings.
    GST, state and invoice prefix — used on every tax invoice.
    GST, state and invoice prefix — used on every tax invoice.
  6. Step 06

    Your workspace

    After setup you land on Home. Sales, unpaid totals and low stock sit at the top. The left sidebar is the whole product: invoices, customers, catalog, inventory, online store, reports and settings. New invoice is the fastest way to bill.

    • Use the search and date filter to find a bill.
    • Tabs switch Invoices, Quotes and Credit notes when your business type uses them.
    • Send, print and download sit on each row once an invoice exists.
    Invoice list — status, totals, and one-click email, print or download.
    Invoice list — status, totals, and one-click email, print or download.
  7. Step 07

    Add what you sell

    Open Catalog and add products, services or both. Each item has a name, price, GST rate and a pricing model (per piece, per hour, per day, per km, and so on). The same items appear on invoices, in stock and on your live store.

    • Turn on “show on my online store” when you want the item public.
    • Cost price stays private — it never prints or publishes.
    • Import a CSV if you already have a list.
    Catalog — goods and services that power invoices, stock and the website.
    Catalog — goods and services that power invoices, stock and the website.
  8. Step 08

    Save your customers

    Open Parties (or Customers / Patients, depending on your type). Save name, billing state, GSTIN and email once. Finex reuses them on every invoice and on one-click email.

    • State on the customer decides intra- vs inter-state GST.
    • Email is what one-click send uses — add it if you want to email bills.
    Customer records with GSTIN, state and email.
    Customer records with GSTIN, state and email.
  9. Step 09

    Create a GST invoice

    Click New invoice. Pick a customer, add lines from your catalog, and Finex splits CGST+SGST or IGST from place of supply. You can add charges or discounts, notes, and payment mode before you save.

    • Search the catalog to add a line — no retyping prices.
    • Change qty or rate on the line; tax recalculates.
    • Save as a quote first if your type uses quotes.
    Invoice editor — customer, catalog lines and automatic GST.
    Invoice editor — customer, catalog lines and automatic GST.
  10. Step 10

    Send, print or download

    Open the saved invoice. Email sends a clean message from your business name with the PDF attached. Print and Download sit next to Send on the list and on the preview.

    • The customer’s saved email is used automatically.
    • You can resend after you edit.
    • Print layout is always a light page, even if you use dark mode.
    Invoice list — email, print and download sit on every row.
    Invoice list — email, print and download sit on every row.
  11. Step 11

    Record a payment

    Shops mark Paid now or Unpaid on the invoice itself — choose UPI, cash, card or bank. Home shows what is still due. Rentals and clinics also get an Advances & deposits page; a shop is sent back to invoices.

    Retail records payment on the invoice. Other types get advances and deposits.
    Retail records payment on the invoice. Other types get advances and deposits.
  12. Step 12

    Keep stock in step

    For product-led businesses, Inventory shows on-hand quantities. Selling on an invoice takes stock off the shelf. Use an adjustment when you count, receive a purchase, or write off damage. Low-stock items are flagged.

    Inventory — on-hand qty that follows every sale.
    Inventory — on-hand qty that follows every sale.
  13. Step 13

    Publish your store or showcase

    Open Online, create a site, pick a template and choose which catalog items to show. Publish at your own web address. Share the link or QR from the counter. Enquiries and WhatsApp messages land back in Finex.

    • Cost prices and internal notes never go public.
    • Update an item once — invoices and the website stay together.
    • A draft stays private until you click Publish.
    Online — a free store, catalog or service showcase from the same items.
    Online — a free store, catalog or service showcase from the same items.
  14. Step 14

    Reports and settings

    Reports show sales, receivables and tax for a date range, with CSV or PDF export. Settings is where you change business type, GST, invoice design, team, charges and extra fields. Help & Support is at the bottom of the sidebar if you get stuck.

    Reports — sales, tax and receivables you can export.
    Reports — sales, tax and receivables you can export.

Questions

While you set up

Do I need to finish every step before I can bill?

No. After you pick a business type and save a name and state, you can create an invoice. Add catalog items and customers as you go — or type a one-off line.

Can I change my business type later?

Yes. Settings → Type & wording. Finex updates labels and defaults. Existing invoices stay as they were.

Is the online store required?

No. Many shops only use billing and stock. Publish a store or showcase when you want a public link or QR.

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