OLO BOOK HELP CENTRE

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Search practical answers for billing, stock, GST, payments, payroll and data safety.

Getting started

What is Olo Book and who is it for?

Olo Book is an Android business app for billing, purchases, inventory, parties, payments, expenses, reports, attendance and payroll. It is designed for Indian retail, mobile, electronics, repair and service businesses.

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Getting started

Does Olo Book work without internet?

Core billing and business records are designed to work offline on the device. Internet may still be required for online services, sharing links, updates or cloud-connected features.

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Getting started

How do I create my first business?

Complete the onboarding details, choose the business and tax settings, then add opening products and parties. Review the information before starting live billing.

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Getting started

What is the difference between GST and non-GST billing?

GST invoices include applicable tax details such as GSTIN, tax rate and HSN/SAC information. Non-GST bills do not calculate GST. Select the mode that matches your business registration and transaction.

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Getting started

Can I manage multiple businesses?

Use a separate business profile for each legal or operational business when the option is available in your plan. Keep tax identity, invoice sequence and stock separate for accurate records.

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Sales, purchases & invoices

How do I create a sale invoice?

Open New Sale, select or add the party, add items or services, choose payment details and save the sale. Check invoice details before saving.

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Sales, purchases & invoices

How do I change an invoice prefix or number?

On New Sale, tap the compact Invoice Details area. Choose a prefix from the dropdown and edit the available invoice number, then save.

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Sales, purchases & invoices

How do I add or delete an invoice prefix?

Open the prefix list and use Add Prefix at the bottom. A prefix can be deleted from its list-row delete icon only when no transaction uses it.

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Sales, purchases & invoices

How do I set an invoice due date?

Open Invoice Details and choose 15, 30 or 45 days, or select Custom to pick a date. The custom date field appears only after Custom is selected.

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Sales, purchases & invoices

How do I record a cash or credit sale?

Choose the payment status and mode while saving the sale. Record unpaid or partly paid value correctly so the party balance and outstanding reports remain accurate.

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Sales, purchases & invoices

How do I add a purchase bill?

Open Purchase, select the supplier, add purchased items with quantity, cost and tax details, then record payment status and save.

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Sales, purchases & invoices

How do I edit or cancel an invoice?

Open the saved transaction and use the available edit or delete action. Review stock, payment, tax and ledger impact before confirming any change.

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Sales, purchases & invoices

How do I print or share an invoice PDF?

Open the saved invoice and choose Print or Share. Select the available invoice format, preview it and then send it using the supported app.

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Sales, purchases & invoices

How do estimates, delivery challans and returns work?

Use the matching document type for a quotation, movement of goods or reversal. Convert or link records only through available actions so stock and party balances remain consistent.

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GST & tax

What details are required on a GST invoice?

Typically include supplier and customer details where applicable, GSTIN, invoice number and date, item description, HSN/SAC, quantity, taxable value and tax breakup. Requirements can vary, so confirm current rules with a tax professional.

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GST & tax

Where do I add a customer GSTIN and address?

While adding a party, open Advanced Setup and enter GSTIN, billing address and shipping address. These details can then be used on supported invoice formats.

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GST & tax

When are CGST, SGST and IGST used?

In general, intra-state supplies use CGST and SGST, while inter-state supplies use IGST. The correct treatment depends on place-of-supply and current GST rules.

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GST & tax

How do I add an HSN or SAC code?

Open the product or service tax details and enter the applicable HSN or SAC code. Verify the code and tax rate before issuing a GST invoice.

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GST & tax

What is inclusive and exclusive tax?

Inclusive pricing already contains tax in the entered price. Exclusive pricing adds tax above the entered taxable value. Choose the method used by your business and verify the invoice total.

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GST & tax

Does Olo Book file GST returns or provide reports?

Olo Book can organize billing records and available GST reports. Do not assume a return has been filed unless a clearly supported filing workflow confirms submission. Verify filings on the official portal or with your tax professional.

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GST & tax

What are credit notes and debit notes?

They adjust the value or tax effect of an earlier transaction. Use the correct document for returns, short billing or value corrections and retain a link to the original transaction.

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Inventory, barcode & IMEI

What is the difference between a product and a service?

Products normally affect stock quantity; services normally do not. Choose the correct type so inventory and profit reports remain meaningful.

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Inventory, barcode & IMEI

How do I add opening stock?

Enter the quantity and cost available before you begin recording live transactions. Use the correct date and value because opening stock affects inventory and profit reports.

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Inventory, barcode & IMEI

How do I bill using a barcode?

Assign or scan a valid barcode on the product, then use the scanner in the sale flow to find and add the matching item. Confirm quantity and price before saving.

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Inventory, barcode & IMEI

How does IMEI and serial-number tracking work?

Record each unique IMEI or serial while purchasing or adding stock, then select the available identifier during sale. This helps trace which unit entered and left the business.

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Inventory, barcode & IMEI

How do I use low-stock alerts?

Set a minimum stock level on the product where supported. Review low-stock indicators regularly and confirm actual quantity before reordering.

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Inventory, barcode & IMEI

When should I make a stock adjustment?

Use an adjustment only when physical stock differs from recorded stock for a known reason such as damage, loss or count correction. Add a clear reason for audit history.

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Inventory, barcode & IMEI

Why can’t I delete a product linked to transactions?

Deleting it would break invoice, stock and report history. A product can be permanently deleted only when no transaction references it; otherwise remove the referencing transactions safely first.

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Parties, payments & credit

How do I add GSTIN, addresses and credit details to a party?

In Add Party, enter the basic details and open Advanced Setup. Add GSTIN, billing address, shipping address and available credit settings, then save.

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Parties, payments & credit

What is a party opening balance?

It is the amount receivable from or payable to a party before you start recording transactions in Olo Book. Enter the direction and amount carefully to avoid an incorrect ledger.

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Parties, payments & credit

How do I set a customer credit limit?

Open the party’s advanced details and enter the available credit setting where supported. Review outstanding balance before approving additional credit.

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Parties, payments & credit

How do I record a partial payment?

Enter the amount received and keep the remaining value pending or part-paid. The balance should continue to appear in the party ledger and outstanding reports.

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Parties, payments & credit

How do I receive payment using UPI QR?

Select Online UPI as the payment mode. The QR opens automatically where configured; the customer scans it and you confirm the payment before saving the transaction.

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Parties, payments & credit

Where can I see pending payments and party balances?

Open the party ledger or outstanding report to review invoices, receipts and the remaining balance. Confirm the date range and party before relying on the total.

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Parties, payments & credit

How do I share a payment reminder?

Open the party or pending transaction and use the available reminder/share action. Review the amount, party name and message before sending.

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Expenses, cash & reports

How do I record a business expense?

Choose the expense category, enter amount, date, payment account and a useful reference, then save. Use consistent categories for meaningful reports.

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Expenses, cash & reports

What is petty cash and how should I use it?

Petty cash tracks small day-to-day cash expenses separately. Record every issue and expense so the displayed balance matches the physical cash.

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Expenses, cash & reports

How do I track cash, bank and UPI balances?

Use the available account or payment-mode reports and select the required period. Reconcile app totals with cash and bank records regularly.

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Expenses, cash & reports

How do I understand the profit and loss report?

The report summarizes recorded income and costs for the selected period. Accurate purchase cost, expenses, returns and dates are essential; it is a management report, not a substitute for audited accounts.

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Expenses, cash & reports

Where can I see daily sales and purchases?

Open Reports, choose the sale or purchase report and set the required date or range. Check filters before comparing totals.

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Expenses, cash & reports

Can I export reports to PDF or Excel?

Use the export or share action shown on a supported report. Available formats can differ by report and app version, so preview the exported file before sending it.

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Staff & payroll

How do I add an employee?

Open Staff, add the employee’s required details and configure their role, attendance and salary settings where applicable.

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Staff & payroll

How do I record staff attendance?

Open Attendance, select the date and mark each employee using the available status. Review the day before finalizing payroll.

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Staff & payroll

How are salary advances and adjustments handled?

Record the advance against the correct employee and date. Apply the supported deduction or adjustment during payroll and verify the final salary before payment.

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Staff & payroll

How do I generate a payslip or salary slip?

Complete attendance and payroll for the period, review earnings and deductions, then use the available salary slip or payslip view, download or share action.

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Staff & payroll

How do staff permissions work?

Give each employee only the access needed for their role. Review permissions when duties change and never share the owner account credentials.

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Data, security & subscription

Where is Olo Book business data stored?

Olo Book is designed around device-local, offline-first business data. Availability of backup or connected services depends on the enabled version and settings. Protect the device and maintain verified backups.

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Data, security & subscription

How do I back up and restore my data?

Use only the backup and restore workflow available inside Olo Book. Keep a separate verified copy, do not edit backup files, and confirm the business and record count after restoring.

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Data, security & subscription

How do I move Olo Book data to a new phone?

Create and verify a backup on the old phone, securely transfer it, install the compatible app on the new phone and use the supported restore flow. Do not uninstall or clear old data until verification is complete.

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Data, security & subscription

Will an app update delete my existing business data?

A genuine compatible update should preserve existing app data. Verify the package and source, keep a current backup and never uninstall or clear app data as part of a normal update.

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Data, security & subscription

What should I do if login or verification fails?

Check the selected account, internet connection and device date/time, then retry. Do not repeatedly create new accounts; contact official support if the problem continues.

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Data, security & subscription

What happens after the 15-day trial and what is included in the annual plan?

The trial lets you evaluate supported Olo Book features. Current price, renewal terms and included features should always be confirmed on the Pricing page or inside the app before payment.

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Data, security & subscription

What happens to my data if the subscription expires?

Expiry can limit paid functionality, but business data must not be treated as disposable. Keep a verified backup and check the current in-app renewal and access notice for exact behavior.

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Getting started

How do I upload or change my business logo?

Open More → Business Settings → Business Profile. In Logo, tap Upload logo, choose a PNG or JPEG image, adjust the crop and save the profile. A transparent image of at least 512 px works best; the file must be smaller than 5 MB.

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Getting started

How do I upload or draw an authorized signature?

Open More → Business Settings → Business Profile. Under Authorized signature, choose Draw signature or Upload image, adjust it and save the profile. Use a clear horizontal PNG or JPEG smaller than 5 MB.

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Data, security & subscription

How do I set an app password, PIN or fingerprint lock?

Open More → Security & Data → PIN, Password & Fingerprint (shown as Security and access in some versions). Set the available owner PIN or password, enable app lock, then optionally enable Android device biometrics and choose an automatic-lock time. Current releases may use a 4-digit PIN instead of a separate password.

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Data, security & subscription

How do I contact Olo Book support?

Use the official Help & Support option in the app or contact Olo India through the verified details on olobook.in/contact. Never share passwords, OTPs or full sensitive business data.

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