BMS Product Documentation

Detailed module docs with API samples and screenshot-style screen simulations.

Your role:PUBLIC_VISITORPublic mode: only onboarding and subscription documentation is visible.

Functional flow

  1. Register company on /register
  2. Verify email and sign in
  3. Open subscription page and select plan
  4. Create first client, invoice, and payment sample
  5. Review reports and exports for handover

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

POSTRegister new company
/api/v1/auth/register

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 }
}
POSTLogin after verification
/api/v1/auth/login

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.

Step 1: RegisterStep 2: SubscribeStep 3: First Invoice

Setup progress

2 / 5 steps

Current stage

Plan selection

Estimated finish

15 min

TaskOwnerStatus
Register tenantAdminDone
Verify emailAdminDone
Select planAdminIn progress

Functional flow

  1. List available plans
  2. Select monthly or yearly cycle
  3. Activate subscription instantly
  4. Monitor usage and limits
  5. Upgrade, cancel, or renew when required

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

GETList plans
/api/v1/subscriptions/plans

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 }]
}
POSTSubscribe now
/api/v1/subscriptions/subscribe

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.

Billing: MonthlyCurrency: INRRecommended: Basic

Free

INR 0/mo

Basic

INR 199/mo

Pro

INR 499/mo

Business

INR 799/mo

FeatureFreeBasicProBusiness
Invoices / month100500UnlimitedUnlimited
Users included1245
API accessNoNoNo500/day
Operational modules are protected and become visible only after login. This public page intentionally exposes onboarding and subscription material only.