Detailed module docs with API samples and screenshot-style screen simulations.
Functional flow
Who should read this
Business owner, finance manager, or implementation partner responsible for initial setup and trial activation.
Time to first value
Most tenants can complete onboarding and create first invoice in under 20 minutes.
Recommended sequence: Register -> Login -> Subscribe -> Add Client -> Create Invoice -> Record Payment.
API examples from Postman collection
Request
{
"company_name": "Acme Pvt Ltd",
"email": "[email protected]",
"password": "Str0ng@Pass1",
"full_name": "Admin User",
"phone": "+91-9999999999"
}Response
{
"success": true,
"message": "Company registered successfully",
"data": { "tenant_id": 1, "user_id": 1 }
}Request
{
"email": "[email protected]",
"password": "Str0ng@Pass1"
}Response
{
"success": true,
"data": { "access_token": "<jwt>", "user": { "role": "ADMIN" } }
}Screen simulation (screenshot-style)
Simulated Screen - Onboarding Checklist
Public-facing setup checklist shown before login.
Setup progress
2 / 5 steps
Current stage
Plan selection
Estimated finish
15 min
| Task | Owner | Status |
|---|---|---|
| Register tenant | Admin | Done |
| Verify email | Admin | Done |
| Select plan | Admin | In progress |
Functional flow
Plan selection guidance
Choose based on expected invoice volume, users, and API usage. Higher plans increase operational limits and feature entitlements.
Cancellation behavior
Cancellation keeps plan active until period end. No immediate data deletion happens on cancellation.
API examples from Postman collection
Response
{
"success": true,
"data": [{ "plan_id": 1, "plan_name": "Free", "monthly_price": 0 }, { "plan_id": 2, "plan_name": "Basic", "monthly_price": 199 }, { "plan_id": 3, "plan_name": "Pro", "monthly_price": 499 }, { "plan_id": 4, "plan_name": "Business", "monthly_price": 799 }]
}Request
{
"plan_id": 2,
"billing_cycle": "MONTHLY"
}Response
{
"success": true,
"message": "Subscription activated",
"data": { "status": "ACTIVE", "expires_at": "2026-05-13" }
}Screen simulation (screenshot-style)
Simulated Screen - Plan Comparison
Public pricing and onboarding subscription selection screen.
Free
INR 0/mo
Basic
INR 199/mo
Pro
INR 499/mo
Business
INR 799/mo
| Feature | Free | Basic | Pro | Business |
|---|---|---|---|---|
| Invoices / month | 100 | 500 | Unlimited | Unlimited |
| Users included | 1 | 2 | 4 | 5 |
| API access | No | No | No | 500/day |