WatCoreLite Guide
Short, focused guides — from installing WatCoreLite to running invoicing and payments day to day.
Getting Started
Install WatCoreLite and get your business set up.
Is WatCoreLite Accounting Software?
What WatCoreLite does compared to full accounting software — and how to tell which one your small business actually needs.
Installing WatCoreLite
From download to your first invoice, in about five minutes.
Setting up WatCoreLite for your country
Not in India? Here's exactly what to change so tax, currency, and every invoice feel local to your business — GST or VAT, GSTIN or TRN, Rupees or Dirhams.
Importing your customers and products from a spreadsheet
Already have a customer list or product catalog in Excel? Import it in bulk — with a preview before anything is created — instead of retyping everything by hand.
Invoicing & Payments
Create, finalize, and get paid on invoices — plus quotations that convert straight into them.
How to create an invoice
Step-by-step: build a draft, add line items and tax, and finalize it into a real, numbered invoice.
Invoice status explained: Draft, Pending, Paid, Void
What each invoice status means, when it changes, and what you can and can't edit at each stage.
How to convert a quotation into an invoice
Turn an accepted quote into a draft invoice with frozen totals — no re-typing line items.
Recording and tracking invoice payments
Log payments by method, handle partial and overpayments, and see the balance update automatically.
Returning items on a sold invoice
Refund just the items a customer brought back, without voiding the whole invoice.
How to share an invoice via WhatsApp, email, PDF, or print
One-click WhatsApp and email sharing, a downloadable PDF, or print straight to A4 or a receipt printer — no re-exporting required.
Printing invoices: A4 pages and 58mm/80mm receipt printers
See exactly what will print before it does, choose a full A4 page or a small counter slip, and print with one keystroke when you're in a rush.
Keyboard shortcuts and rapid billing
Start an invoice, scan product codes line after line, and print — without ever reaching for the mouse. Built for a busy retail or restaurant counter.
AI Fill: turn an order or bill into line items automatically
Paste a customer's order or a supplier's bill into the AI you already use, and get back ready-to-review line items — matched against your real catalog, never guessed at.
Setting up direct WhatsApp sending
Send invoices and quotations straight to a customer's WhatsApp with one click, using your own Meta WhatsApp Business API account.
Setting up direct email sending
Send invoices and quotations straight to a customer's inbox with one click, using your own email account — Gmail, Outlook, Yahoo, Zoho, or a custom domain.
Enquiries
Track every lead from first contact to a quote or invoice — so a follow-up never quietly falls through the cracks.
Quotations
Send estimates, track acceptance, and turn a yes into an invoice.
Recurring Billing
For gym memberships, tuition, mess, or any customer billed on a repeating cycle — see who's due at a glance.
Setting up recurring billing for a customer
Create a plan once for a gym membership, tuition fee, or any repeating charge — weekly, monthly, quarterly, yearly, or fully custom.
Finding and billing overdue customers
The Due list that answers "who hasn't paid this month" — and how the next due date advances only once you're actually paid.
Customers
Your contact list, with full invoice and payment history attached.
Managing customers in WatCoreLite
Adding, searching, and understanding what stops a customer record from being deleted.
Adding custom fields to a customer or supplier
Track whatever actually matters to your business — GST exemption, preferred delivery day, referral source — without waiting on a new WatCoreLite feature to do it.
Products, Services & Stock
A shared catalog for everything you sell, with optional stock tracking.
Setting up your product and services catalog
A shared catalog for everything you sell, with fast code-based lookup on invoices and quotes.
How stock tracking works in WatCoreLite
Every movement recorded with a running quantity, plus low-stock and oversell warnings while billing.
How to archive a discontinued product
Hide an item you no longer sell from lists and search, without losing its sales history.
Staff & Salary Slips
Track what you pay each staff member and turn it into a professional salary slip.
Cash Register & Expenses
Daily cash-drawer reconciliation and tracking money going out of the business.
Daily cash register reconciliation, explained
How cash payments post automatically, and how to reconcile and close out each day's drawer.
How to reopen a closed cash register day
Closed too early by mistake? Here's when WatCoreLite lets you undo it.
Tracking business expenses with payment vouchers
Record money going out — rent, supplies, salaries — by category, with a permanent record.
Reconciling a bank statement with AI Fill
Hand a bank statement to the AI you already use, paste its reply back in, and WatCoreLite checks every line against what's already recorded — so you only review what's actually new.
Reports
Sales, stock, cash, and more — each exportable to Excel or PDF.
WatCoreLite reports overview
11 dedicated reports — Sales, Purchase, Customers, Stock, Cash, Bank, Quotations, Expenses, Enquiries, Recurring Billing, and Profit & Loss — and what each one shows.
How to export reports to Excel or PDF
Get a real, styled spreadsheet or a print-ready PDF from any report, with the columns you choose.
GST & Compliance
For Indian GST-registered businesses — a GSTR-1-ready export, done correctly, with no separate filing software required.
Billing & Licensing
Pricing, the free trial, and activating a license key.
WatCoreLite pricing and free trial
What the trial includes, how long it lasts, and what happens when you decide to subscribe.
How to activate your WatCoreLite license
Entering a license key, confirming your device by email, and how offline use works afterward.
Managing or canceling your subscription
Check your renewal date, update your payment method, switch plans, or cancel — no separate account or login needed.
Backup & Data
Your data lives on your machine — back it up, restore it, or move it.
Backing up and restoring your WatCoreLite data
Export a full backup any time, and what happens when you import one back in.
Moving WatCoreLite to a new computer
Transfer your business data to a new machine safely, without losing your license.
Sending a backup via WhatsApp, email, or Google Drive
Get a copy of your data off this one PC in a click — no USB drive required.
Ready to try WatCoreLite yourself?
Download free trial