Login with the Gmail account that owns the client's Drive. Open Settings, fill firm name, GST number, PAN, address, signatory, email IDs, invoice prefix, credit note prefix, Google Sheet ID if already created, and Master Folder ID. Click Authorize Drive, then Create / Verify Folder Structure. If no working sheet exists, click Create Working Sheet From Master. Then sync AMC Master and add Vendor Master records if manual invoices are needed.

A fresh user gets 2 complete invoice-processing runs or 30 days, whichever comes first. Only Start Complete Process is counted as a run. Bank reconciliation, GST report export, template sync, master edits, credit-note generation, and folder verification are not counted as trial runs. Once the trial is over, the user must be marked ACTIVE, PAID, or SUBSCRIBED from the subscription workflow before a new complete invoice process can start.

Create a Razorpay subscription plan from Razorpay Dashboard. Save Razorpay Key ID, Plan ID, total count, trial days, and mode in Admin Settings. Store Razorpay Key Secret only in Firebase Secret Manager as RAZORPAY_KEY_SECRET. When a trial user clicks Subscribe Now, Firebase creates a user-specific subscription through Razorpay API, stores the subscription ID against that user, opens Razorpay's checkout link, and webhook automation updates subscriptionStatus after authorization/payment. The fallback subscription link is used only if API settings are not configured.

In Razorpay Test Mode, create a Plan and copy its plan ID. In Firebase, set RAZORPAY_KEY_SECRET using the Razorpay test key secret. In Admin Settings, save Razorpay Mode as TEST, paste Razorpay Key ID, Plan ID, total count, and trial days. Deploy again. Login as trial user and click Subscribe Now. After test authorization/payment, Razorpay webhook should update the user status. Repeat the same setup separately in Live Mode before production.

Before deploying webhook automation, set Firebase secrets named RAZORPAY_WEBHOOK_SECRET and RAZORPAY_KEY_SECRET. After deploy, copy the Razorpay Webhook URL from Admin Settings into Razorpay Dashboard. Enable subscription events such as authenticated, activated, charged, completed, cancelled, paused, resumed, pending, and halted. When Razorpay sends a valid signed event, the app will match the user by subscription ID, UID notes, customer ID, payer email, or GST note and update the subscription status automatically.

Firm Name, GST Number, PAN, address lines, city with pincode, state, place of supply, state code, ARN, invoice prefix, mail IDs, auditor mail IDs, signatory name, company name, designation, Google Sheet ID, and Master Folder ID should be saved before processing. GST Number auto-fills PAN and state details when valid. Mail CC and BCC can contain multiple email IDs separated by comma.

Upload Sign and Seal from Settings. Sign is expected as 225 x 75 px and Seal as 175 x 175 px. After choosing the file, click Upload Sign or Upload Seal. The file name appears below the chosen file input. These images are stored in Firebase Storage and used while invoice PDFs are generated.

This button creates the Source, Working, Final, Consolidated, Backup, and Old Invoice folders under the client's Master Folder ID. It also saves all generated folder IDs in the client's settings. If the button says the folder is not accessible, check that the logged-in Gmail owns or has access to that Drive folder and that Google Drive API is enabled.

The admin controls the master working Google Sheet and GST report template. First-time client setup copies the complete master working sheet with formatting. Later sync updates standard upload templates from the master source while preserving client data. AMC Master and Vendor Master are appended with missing master rows instead of replacing the client's edited rows.

In Settings or Admin, select an AMC from the dropdown. Existing data is displayed in locked fields. Click Edit Details to unlock, modify the fields, then Save AMC or Save Master AMC. If Add New AMC is selected, fields remain editable. GSTIN auto-fills PAN and state code. State dropdown also updates Name of State and Place of Supply.

Use Vendor Master for P2P, Corporate FD, Rental, and other manual invoice vendors. Select a vendor from the dropdown to view locked details. Click Edit Details to change it. Save Vendor updates the existing VendorMaster row if the same GSTIN or company/product combination is found; otherwise it adds a new row.

Admin login shows only admin-oriented menus. Admin can view users, monitor complete invoice run counts, set the master working sheet ID, set the GST report template ID, add/edit Master AMC records, add/edit Master Vendor records, and allow specific users to use custom template field mapping. Normal user processing tabs are hidden for admin login.

Start Complete Process checks templates, extracts KFIN ZIP/PDF files, parses CAMS and KFIN invoices, pauses for manual invoice rows, sorts DFIS, updates RTA, generates invoice numbers, creates invoice PDFs, exports CAMS/KFIN upload files, sends mail, moves DFIS to consolidated data, and archives generated files. Continue is used only after the manual invoice insertion point. Pause / Resume continues longer PDF/export processing from DFIS. Stop / End is for ending the current screen session. Reset & Clear Screen clears the UI, parsed-file memory, and invoice source/final generated files from Drive trash-safe folders.

When the process pauses, add manual rows if needed. Use AMC Master for AMC-related rows and Vendor Master for P2P, Corporate FD, Rental, or other products. You can also open the DFIS Google Sheet link for direct review. Do not generate invoice numbers manually here unless you choose manual starting number; the app sorts DFIS by invoice date and generates invoice numbers in sequence after Continue.

Choose Continue from Consolidated Sheet to continue from the latest invoice number already stored in Consolidated. Choose Enter Starting Number only when you intentionally want to start from a specific number. Two digit numbers are padded with zero where applicable, and three digit numbers are kept as entered. Manual invoices and parsed AMC invoices share the same sorted sequence.

Upload CAMS PDFs in the CAMS upload box and KFIN ZIP/PDF files in the KFIN box. Bank statement upload is available only in Bank Reconciliation. Uploaded source files are stored in the client's Drive source folders. During processing, Live Activity shows extraction, parsing, row creation, PDF export, upload export, mail, and cleanup status.

Open Credit Notes, click Load AMC / Invoices, select AMC, pick the original invoice, enter the AMC credit note number, confirm or edit the user credit note number, enter taxable credit value, tax mode, SAC, and description, then Generate Credit Notes. Generated details are stored in ConsolidatedCreditNote and used in GSTR/GST report export.

Upload the bank statement in Bank Reconciliation only. The app reads credits and compares invoice totals, taxable value, GST value, current month receipts, previous month receipts, and pending credits based on consolidated invoice data. After successful reconciliation and mail, the uploaded bank source file is moved to trash automatically. Extra unrelated bank credits are not included in the mailed report.

Select the report month and generate the GST export. Sales data comes from Consolidated, manual invoice GSTIN/state data comes from VendorMaster when Q column indicates Manual, credit notes come from ConsolidatedCreditNote, and Rental RCM data comes from Rental RCM settings. The auditor email template is sent in HTML format with the generated Excel file.

Rental RCM is maintained separately from invoice processing. Select how many rental entries are needed, create rows, fill supplier GSTIN or name, reverse charge flag, supplier state, HSN, invoice number, monthly value, invoice day, and nature of expense. Save Rental RCM before GST Report Export. For more than 5 offices, save in batches of 5.

Generated invoice ZIPs, CAMS/KFIN upload Excel files, bank reconciliation reports, GST report exports, credit note PDFs, and other output files are listed from their final folders where available. If a file is not visible, check the final folder under the verified master Drive folder and refresh the page.

Use this when you want a fresh invoice-processing screen and a fresh upload cycle. It clears the live status, parsed-file memory, CAMS/KFIN source files, raw KFIN PDFs, and invoice final output folders. It does not delete Consolidated data, AMC Master, Vendor Master, settings, templates, or the client working Google Sheet.

If you see invalid credentials, permission denied, 401, or 403, click Authorize Drive again and login with the same Gmail. If Drive, Sheets, or Gmail API was enabled recently, wait a few minutes and retry. If folder not found appears, confirm the folder ID and the logged-in account's Drive access.

Enable Gmail API in the Firebase Google Cloud project, then click Authorize Drive again so Gmail send permission is captured. Confirm To email is present in Settings. CC and BCC must be valid comma-separated email IDs.

Google export can sometimes return busy, 429, deadline, or timeout messages. The app records the current step and can continue from the last completed stage. Use Pause / Resume after waiting for a short time. Do not reset unless you intentionally want to clear source and output files.

Confirm source files were uploaded to the correct CAMS or KFIN upload box. Use Reset & Clear Screen only if old parsed-file memory is preventing a fresh test. Check Live Activity for duplicate file messages. If a PDF format has changed, send the source PDF and log time to support.

Check that the consolidated invoice month is correct, invoice values are present, and bank statement date range covers both taxable and GST credits. The reconciliation primarily matches credit amounts and AMC/vendor recognition from statement narration when available; if only amounts are present, exact amount matching is used with tolerance.

Email advisortechhub@gmail.com with client Gmail, screen name, run time, affected month, source file name, and the exact error shown in Live Activity. For faster checking, include whether the issue happened before parsing, manual insertion, invoice number generation, PDF export, mail, reconciliation, or GST export.