How can I send a bill on the web using Tap Dashboard?

Modified on Wed, 12 Aug at 3:14 PM

Sending bills through the tapOS web dashboard is simple and efficient. You can either send a bill to one customer or create bulk bills for many.


Sending a bill to one customer

  1. Log in to your tapOS dashboard.

  2. On the homepage, click Billing from the center options.

  3. Click Create Bill from the top-right.

  4. Fill in the bill amount, description, and other required details.

  5. Add your customer’s name, mobile number, and email.

  6. Click Next to preview the bill, and then Send.


Note: You can also copy the bill link and share it through WhatsApp or social media.


Sending bills in bulk

  1. From the Billing section on tapOS, click Bulk Bills.

  2. Click Download Template to get the sample Excel file.

  3. Fill in the customer and bill details in the downloaded file.

  4. Upload the completed file by clicking Upload File.

  5. tapOS will process and send the bills automatically.


Note: Make sure the customer’s mobile number or email address is entered correctly so they receive the bill notification successfully.


Need Help?

We’re happy to assist you! Feel free to reach out via any of our support channels.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article