> ## Documentation Index
> Fetch the complete documentation index at: https://aczen-d43c4738.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up your Aczen Bilz account and send your first invoice

> Create your account, set up your business profile, and send your first GST-compliant invoice — all in under fifteen minutes with a free 45-day trial.

Aczen Bilz is ready to use the moment you sign up. There are no setup fees and no credit card required to start your 45-day free trial. This guide walks you through creating your account, completing your business profile, and sending your first invoice so you can see the full platform in action.

<Note>
  Your 45-day free trial gives you full access to your chosen plan. You can cancel anytime — no questions asked.
</Note>

## Set up your account

<Steps>
  <Step title="Create your account">
    Go to [app.aczen.tech](https://app.aczen.tech) and click **Sign Up**. You can register with your business email and a password, or use **Continue with Google** for a faster sign-in. After submitting, verify your email address to activate your account.
  </Step>

  <Step title="Add your business information">
    After signing in for the first time, Aczen Bilz guides you through a three-step onboarding flow. Start with your **Business Information**:

    * **Business name** — the legal name that will appear on all your invoices
    * **GSTIN** — your 15-digit GST Identification Number (required for compliant invoicing)
    * **Business type** — sole proprietorship, partnership, private limited, LLP, or other
    * **Business address** — used to populate invoice headers and GST filings

    Click **Continue** when you're done. You can update these details later from **Settings → Business Profile**.
  </Step>

  <Step title="Add your banking details">
    Enter your bank account number, IFSC code, and the account holder name. Aczen Bilz displays these details in the payment section of every invoice so your customers can pay you directly.

    <Tip>
      Adding your UPI ID here lets you display a QR code on invoices, making it easier for customers to pay immediately.
    </Tip>
  </Step>

  <Step title="Customize your branding">
    Upload your business logo and choose an invoice colour theme. Branded invoices project a more professional image and are included even on the Starter plan. This step is optional — you can skip it and come back later from **Settings → Branding**.
  </Step>

  <Step title="Create your first invoice">
    Once onboarding is complete, you land on your dashboard. Click **Create Invoice** (or go to **Invoices → New Invoice**) and fill in:

    * **Customer** — select an existing customer or add a new one with their GSTIN
    * **Line items** — add your products or services with HSN/SAC codes and quantities
    * **GST rate** — Aczen Bilz calculates CGST/SGST or IGST automatically based on whether the sale is intra-state or inter-state

    Review the totals, then click **Send Invoice** to email it directly to your customer, or **Download PDF** to share it yourself.
  </Step>
</Steps>

## Explore your dashboard

After sending your first invoice, take a moment to get familiar with the dashboard. It gives you a live view of your business finances.

| Section                 | What it shows                                             |
| ----------------------- | --------------------------------------------------------- |
| **Revenue**             | Total amount billed across all paid invoices              |
| **Expenses**            | Recorded business expenses in the current period          |
| **Profit**              | Revenue minus expenses, with a health indicator           |
| **Cash Balance**        | Available cash after accounting for pending amounts       |
| **Cash Flow chart**     | Daily or weekly inflow and outflow trend                  |
| **Outstanding**         | Open receivables and payables with net position           |
| **Recent Transactions** | Your latest invoices with status (paid, pending, overdue) |

Switch between **Day** and **Month** views on the cash flow chart to track your money movement at any granularity.

## What's next?

<CardGroup cols={2}>
  <Card title="Invoicing" icon="file-invoice-dollar" href="/invoicing/create-invoice">
    Create recurring invoices, delivery challans, and quotations — all GST-compliant out of the box.
  </Card>

  <Card title="GST compliance" icon="stamp" href="/compliance/gst-overview">
    Track GST liability, reconcile purchases, and file GSTR-3B with AI-powered error checks.
  </Card>

  <Card title="AI assistant (Aiva)" icon="robot" href="/ai/aiva-assistant">
    Ask Aiva anything about your invoices, GST, or payments and get instant, context-aware answers.
  </Card>

  <Card title="Expenses" icon="receipt" href="/finance/expenses">
    Record expenses manually or in bulk and let Aczen Bilz categorize them automatically on higher plans.
  </Card>
</CardGroup>