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How to use TracEasy
35 short articles covering every screen in the app — what it does, and the exact steps to do it. Written for the person at the counter, not for a developer.
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Getting started
Sign in, set up your business details and add the people who will use the app.
- What TracEasy doesA tour of the app, module by module, and how the pieces fit together.
- Sign in to your accountGetting an account, signing in, and resetting a forgotten password.
- Set up your business profileThe name, address, GSTIN and bank details that print on every invoice.
- Add your teamCreate users, assign roles, and suspend access when someone leaves.
- Roles and permissionsWhat each role can see and do, and how to grant a single extra permission.
Inventory & stock
Build your product catalogue, track quantities, and keep batches and expiry straight.
- Add a productCreate an item with its code, HSN, rates and reorder level.
- Import products from ExcelAdd a whole catalogue in one go from a spreadsheet.
- Batches and expiryWhy the same product can hold several batches, and how the oldest is billed first.
- Check and adjust stockSearch the catalogue, correct a quantity, and watch low-stock items.
- Keep a services price listBill work that has no stock behind it, at a saved rate.
Purchases & suppliers
Enter supplier bills so stock comes in with the right cost, batch and expiry.
Invoicing
Raise GST tax invoices and retail bills, then print, share or correct them.
- Create a GST tax invoiceThe main billing screen, from picking the party to printing the bill.
- Create a retail invoiceA counter bill on its own number series, without your GSTIN on it.
- Edit or cancel an invoiceCorrect a mistake and put the stock back where it belongs.
- How invoice numbers workThe financial-year series, the prefix, and why numbers never repeat.
- Choose a print formatA4, A5 or a thermal roll, set once per invoice series.
- Print a UPI QR code on invoicesLet the party scan and pay the exact amount from the bill.
- Collect payment while billingMark a new invoice fully or partly paid without a second screen.
Payments & dues
Record collections, settle several invoices at once, and track what is still owed.
- Record a paymentSettle one invoice, with the mode and reference number.
- Collect against several invoicesOne cheque, split across the oldest bills first, with the rest kept as advance.
- Raise a due without an invoiceCharge transport, repairs or anything else that has no bill behind it.
- Track bank chargesA separate ledger for fees the bank takes out of your account.
Parties
Keep your buyer directory, their outstanding balances and their statements in one place.
Reports & analysis
Excel registers for your accountant, plus on-screen sales analysis.
Operations
Day-to-day office spend and month-by-month salary records.
Settings & admin
Business profile, invoice appearance, users, roles and notifications.
- Invoice settingsTerms, print format, UPI QR and the number series, in one place.
- Email notificationsWhich emails the app sends, and how to turn them off.
- Hide dashboard figuresKeep revenue off the screen until someone asks to see it.
- Passwords and account securityReset a password, switch on one-time codes, end a session.
Still stuck?
These pages cover the app as it is today. If a screen does not match what you see, or you cannot find the answer here, get in touch and we will help — and fix the page.