Go to 'app.invozen.in' and click Create one.

At the top, select Individual.

Enter your GSTIN.

Fill in your first name and last name.

Enter your email address, you'll use this to log in every time.

Create a password. Click the eye icon if you want to see what you're typing.

Click Create Account. Your account is ready.

Invozen takes you directly to your profile page.

Your name, email, and account type are shown here.

Fill in your Company Name, this is required.

Your GSTIN is already filled in from signup.

Click Save. You'll see Profile updated successfully.

On the left, click Choose a plan to continue.

You'll see the Individual plan at ₹399 per month.

This includes invoice processing, GSTR-1, GSTR-3B, ITC tracking, WhatsApp inbox, reports, and more.

Click Get Started to activate your plan.

You're now on your dashboard, fully set up and ready to use.

And that's it! If you have any questions, reach us at 'hello@invozen.in' or use the Support option inside the app.

Go to app.invozen.in. You'll see the login page.

Click 'Create one' to create a new account.

At the top, select 'Company'.

Enter your company name.

Fill in your first name and last name

Enter your email address. You'll use this to log in every time.

Create a password. Click the eye icon if you want to see what you're typing.

Click 'Create account'. Your account is ready.

Invozen takes you directly to the plan selection page. You'll see two plans.

Starter at ₹499 per month includes 30 OCR invoices, unlimited Tally invoices, 10 clients, Dashboard, GSTR-1, GSTR-2B, GSTR-3B, GSTR-9, and data exports.

Growth at ₹899 per month adds 70 OCR invoices, 10 Tally invoices, 20 clients, WhatsApp Inbox, and Tally Import and Export.

Click 'Get Started' on the plan that suits your firm

You're now on your dashboard, fully set up and ready to use.

And that's it! If you have any questions, reach us at hello@invozen.in or use the Support option inside the app.

Open your web browser and go to app dot invozen dot in.

You will see the login page.

Enter your registered email address in the Email field.

Enter your password in the Password field.

To see your password while typing, click the eye icon.

Complete the security check by verifying the CAPTCHA shown on the screen.

After the CAPTCHA is verified, click "Sign In".

You are now logged in to your Invozen dashboard.

Your account is ready to use.

Thank you for choosing Invozen.

If you need help, send an email to hello at invozen dot in.

You can also use the "Support" option inside the application.

On the login page, click "Forgot password?" on the right side.

Enter your email address.

Click "Send Reset Link".

Invozen will send a password reset link to your email.

Open your inbox. You'll see an email from Invozen.

Click the "Reset Password" button inside the email.

Note: This link expires in 2 hours. Do not share it with anyone.

You'll see the "Set New Password" page.

Enter your new password, minimum 6 characters.

Repeat the same password in the "Confirm New Password" field.

Click "Update Password".

Your password is updated. Log in with your new password.

And that's it! If you still have trouble, reach us at hello at invozen dot in or use the Support option inside the app.

The Vendors feature is available for Individual accounts.

On the left menu, click Vendors.

This page shows all your vendors with their name, emails, and phone number.

When you add a vendor, Invozen can automatically tag invoices that arrive from their email or WhatsApp.

To add a new vendor, click Add Vendor in the top right.

Enter the vendor's Display Name. For example, ABC Suppliers.

Enter their phone number.

You can also enter one or more email addresses. Click Add another email to add more.

At least one email or phone number is required.

Click Save. The vendor is added to your list.

To edit a vendor, click the pencil icon on their row. Update any details and click Save.

And that's it! If you have any questions, reach us at hello@invozen.in or use the Support option inside the app.

On the left menu, click Company Management, then click Clients.

This page shows all your clients with their name, GSTIN, emails, phone number, and how many OCR invoices they've used this month.

To add a new client, click Add Client in the top right.

Enter the client's Display Name.

Enter their GSTIN. This is required for GST reporting.

Enter at least one email address. You can click Add another email to add more.

Enter the client's 10-digit phone number.

Click Save. The client is added to your list.

To edit a client, click the pencil icon on their row. Update any details and click Save.

Each client also has a notification preferences option. Click the bell icon on any client's row to open it.

Here you can choose which GST reminders Invozen sends for that client, such as invoice upload reminders, GSTR-1 deadlines, GSTR-2B availability, GSTR-3B deadlines, ITC mismatch alerts, and more. Toggle the ones you want, then click Save Preferences.

And that's it! If you have any questions, reach us at hello@invozen.in or use the Support option inside the app.

The Staff feature is available for Firm accounts.

On the left menu, click Company Management, then click Staff.

This page shows all your staff members with their name, email, and the clients assigned to them.

To add a new staff member, click Add Staff in the top right.

Enter their First name and Last name.

Enter their Email address. This will be used to log in to Invozen.

Enter a Password for them. It must be at least 6 characters.

You can also assign clients to this staff member right away. Check the clients you want them to have access to.

Click Create. The staff member is added to your list.

To update which clients a staff member can access, click the assignments icon on their row. Check or uncheck clients and click Save.

And that's it! If you have any questions, reach us at hello@invozen.in or use the Support option inside the app.

On the left menu, click Invoice Workflow, then click Drive Automation.

Click on the Google Drive card. It will show Not connected.

Click the Connect button.

Google will open a sign-in screen. Choose the Google account you want to connect.

Review the permissions. Invozen only requests access to specific Drive files you use with the app. Click Continue.

On the next screen, click Continue again to confirm.

Google Drive will now show as Connected with your email address.

You can now click Browse Files to select invoices from your Drive, or click Reconnect anytime to switch accounts.

And that's it! If you have any questions, reach us at hello@invozen.in or use the Support option inside the app.

On the left menu, click Invoice Workflow, then click Drive Automation.

Click the Google Drive tab. Make sure it shows Connected. If not, click Connect first and follow the Google sign-in steps.

You can set the default invoice type at the top: Sales, Purchase, or Auto-detect.

Click Browse Files. A Google file picker will open showing your Drive folders and files.

Click any folder to open it and see the files inside. Select the invoice file you want to import. Then click Select.

Invozen will immediately start processing that file. You can repeat this for as many files as you need, and each selection queues a new import.

Watch the progress in real time under Current Running Batches. Once done, your invoices appear in Recent Import Batches where you can edit the extracted data or download it directly.

And that's it! If you have any questions, reach us at hello@invozen.in or use the Support option inside the app.

On the left menu, click Invoice Workflow, then click Drive Automation.

Click the Local Folder tab. No connection setup is needed. It works directly with your computer.

At the top, set the default invoice type: Sales, Purchase, or Auto-detect.

Click Select Folder. Your file browser will open. Navigate to the folder where your invoices are stored and select it.

Your browser will then show a permission prompt asking if the site can view and copy files from that folder. Click Allow to continue.

Invozen will scan that folder and all its subfolders, find every supported file (PDF, JPG, and PNG), and queue them all for processing automatically.

Track the progress in real time under Current Running Batches. Once complete, your batch moves to Recent Import Batches where you can edit the extracted data or download it directly.

And that's it! If you have any questions, reach us at hello@invozen.in or use the Support option inside the app.

On the left menu, click Invoice Workflow, then click Invoice Records. This page shows all your processed invoices.

You can search by supplier name, buyer name, invoice number, or GSTIN. Use the filters at the top to narrow down by role, document type, invoice type, date range, or ITC eligibility. Click Apply to filter.

Click on any invoice row to open its details on the right side. You'll see a summary at the top showing the role, date, document type, taxable amount, tax, and total.

If any field has a validation warning, it will appear in yellow. For example, if a GSTIN has an invalid format, Invozen will highlight it so you can correct it.

Below the summary, you'll see all the extracted fields: invoice number, date, document type, invoice type, supplier name, supplier GSTIN, buyer name, buyer GSTIN, place of supply, and reverse charge.

You'll also see the line items extracted from the invoice, each showing the HSN code, GST rate, quantity, taxable amount, tax, and total.

To edit the invoice details, click the Edit button. Update any field that needs correction, such as the supplier name, GSTIN, invoice date, or document type. Click Save Invoice Details when done.

To edit a line item, click the pencil icon next to it. You can update the taxable amount, GST rate, IGST, CGST, SGST, HSN code, description, quantity, and unit price. The calculated total updates automatically as you type. Click Save Changes when done.

And that's it! If you have any questions, reach us at hello@invozen.in or use the Support option inside the app.

On the left menu, click Invoice Workflow, then click Drive Automation. Scroll down to the Recent Import Batches section.

Each batch shows a count of Queued, Processing, and Failed documents. If a batch has one or more failed documents, you'll see a red Failed count and a Retry Failed button on the right side of that batch row.

To reprocess the failed documents, click Retry Failed. Invozen will requeue all failed documents in that batch and attempt to extract them again.

Once the retry starts, the documents move back to Processing status. When done, they will be ready for your review in Invoice Records.

If a document keeps failing, it may be due to a low-quality scan or an unsupported file format. In that case, try importing a clearer version of the invoice.

And that's it! If you have any questions, reach us at hello@invozen.in or use the Support option inside the app.

On the left menu, click GST Compliance, then click GSTR-1.

First, select the filing period. Choose the Month and enter the Year. Invozen automatically calculates the Filing Period code on the right.

Below that, you'll see your invoice batches under Select Invoices. Each batch shows the source name and the invoices inside it. You can expand or collapse any batch by clicking on it.

Check the invoices you want to include in this GSTR-1. You can select an entire batch at once, or pick individual invoices.

Once you've made your selection, click Prepare GSTR-1 at the bottom. The button shows how many invoices you've selected.

Invozen will process your selection and show a summary at the top. You'll see counts for each GSTR-1 section: B2B, B2CL, B2CS, Export, CDNR, CDNUR, AT, and ATADJ. The Total shows all rows prepared and Errors shows any issues to fix.

Below the summary, you'll see a detailed table of all prepared rows with invoice number, date, buyer name, buyer GSTIN, section, HSN code, quantity, invoice type, reverse charge, taxable value, tax, and total.

Use the Section and Status filters to review specific categories. If a row needs correction, select it and click Edit Selected.

You can also add Advance Tax entries in the AT / ATADJ section.

Table 8 covers nil rated, exempt, and non-GST supplies. Enter the amounts for each supply type and click Save Table 8.

Table 13 covers documents issued during the period. Enter the serial number range, issued count, and cancelled count for each document type. Click Save Table 13 when done.

When everything looks correct, click Download Excel to get the report in spreadsheet format, or Download JSON to get the file for uploading directly to the GST portal.

Previously generated GSTR-1 reports are saved at the bottom. You can reopen, re-download as Excel, or re-download as JSON anytime.

And that's it! If you have any questions, reach us at hello@invozen.in or use the Support option inside the app.

On the left menu, click GST Compliance, then click GSTR-2B Reconciliation.

Click Upload GSTR-2B in the top right to get started.

In the upload dialog, select the return period by choosing the month and year. Then choose your GSTR-2B file downloaded from the GST portal. Invozen accepts both XLSX and JSON formats. Click Upload and Reconcile.

Once uploaded, Invozen immediately processes your file and takes you directly to the Reconciliation Result.

The Reconciliation Result shows a summary at the top: Total Items, Exact Matches, Probable Matches, Missing in Books, Missing in 2B, and the overall Match Rate.

The table below shows every invoice with its status. Exact Match means the invoice in your books matches GSTR-2B exactly. Probable Match means a close match was found but some fields differ. Missing in Books means the invoice is in GSTR-2B but not found in your uploaded invoices. Missing in 2B means the invoice is in your books but not reported in GSTR-2B.

Each row shows both the 2B value and your books value side by side so you can spot any differences instantly.

Use the Search box to find a specific invoice by GSTIN or invoice number. Use the Status and ITC Eligibility filters to focus on a specific category.

For each row, use the action icons to make a decision. For Exact Matches, click Accept to claim ITC, Reject to skip it, or Defer to decide later. For Missing in Books items, click Add to Books to create a purchase invoice directly from the GSTR-2B data, or Reject or Defer. You can also add a note to any row using the note icon.

If you have many Exact Matches, click Accept All Exact Matches to approve them all at once.

For invoices linked to your books, you can set ITC eligibility by clicking the ITC chip on that row. This opens a per-line breakdown where you can mark each line as Eligible or Ineligible and click Save Eligibilities.

The Pending Review button at the top right shows the total count of items across all months that still need a decision. Click it to see all pending items in one place, with filters for month, status, and ITC eligibility.

If you file quarterly under the QRMP scheme, click Quarterly (QRMP) at the top. Select the quarter and financial year. Invozen aggregates your 3 monthly GSTR-2B uploads into a single quarterly summary with a month-by-month breakdown. If any month is missing GSTR-2B data, Invozen highlights those months so you know which files still need to be uploaded.

And that's it! If you have any questions, reach us at hello@invozen.in or use the Support option inside the app.

On the left menu, click GST Compliance, then click GSTR-3B Filing.

GSTR-3B is your monthly or quarterly summary return. It is auto-populated from your GSTR-1 outward supplies, GSTR-2B reconciliation, and ITC ledger.

At the top, select Monthly or Quarterly depending on your filing frequency. Then choose the month and year for the period you want to prepare.

If no return has been generated yet, click Generate Now. Otherwise click Generate / Refresh to recalculate with the latest data.

Once generated, you will see four summary tiles at the top: Net ITC, Tax Payable, Interest, and Late Fee.

Below that, Section 3.1 shows your Outward Supplies. Row 3.1(a) shows regular taxable supplies auto-filled from your approved invoices. Rows 3.1(b) through 3.1(e) cover zero-rated, nil-rated, RCM, and non-GST supplies. These are filled from your invoice data automatically.

Section 3.2 shows Inter-state Supplies with a place of supply wise breakdown for B2C transactions.

Section 4 shows ITC Available across four buckets: Import of goods and services, Inward supplies under RCM, Inward supplies from ISD, and All other ITC. These figures come from your accepted GSTR-2B reconciliation entries.

Section 4(B) shows ITC Reversed. You can manually enter Additional Reversal amounts in the input fields if needed.

Section 6 lets you enter Interest and Late Fee if applicable.

Once you have reviewed all sections, click Save Changes to save your edits.

Before finalizing, check the Cross-Verification section at the bottom. It shows Errors and Warnings. Errors must be resolved before filing, for example, if the ITC ledger has not been generated or GSTR-2B has not been uploaded. Warnings are advisory, such as variance from the prior period, and do not block filing.

When everything looks correct, click Finalize to lock the return for filing.

To download, click Export Excel to get a spreadsheet you can use for offline reference or audits. Click Export JSON to get the machine-readable format accepted by the GST portal.

The Filing History table at the bottom shows all periods with their status, Net ITC, Tax Payable, and last updated date. Finalized periods are shown in bold.

And that's it! If you have any questions, reach us at hello@invozen.in or use the Support option inside the app.

On the left menu, click GST Compliance, then click GSTR-9 Annual Return.

GSTR-9 is your annual summary return. It is auto-populated from your approved invoices, GSTR-3B filings, and GSTR-2B reconciliation data for the full financial year.

At the top right, select the Financial Year from the dropdown. The dropdown shows how many months of GSTR-3B data are available for that year, for example 12/12 months means all twelve months are covered.

If no return has been generated yet, click Generate GSTR-9. Once generated, you will see the return in Draft status with data organized across multiple tabs.

The first tab is Part II, which shows Outward and Inward Supplies for the full year. Table 4 breaks down supplies by type: B2C supplies to unregistered persons, B2B supplies to registered persons, zero-rated exports, SEZ supplies, deemed exports, advances received, inward supplies under reverse charge, and CDN amendments. These figures are auto-filled from your approved invoices. Table 5 below shows Non-Taxable Outward Supplies, including exempted, nil-rated, and non-GST supplies.

The second tab is Part III, which shows ITC Details aggregated from your twelve months of GSTR-3B returns. Table 6 shows ITC Availed. Row 6A shows total ITC as per your GSTR-3B returns. Rows 6B, 6C, and 6D let you break this down into capital goods, other inward supplies, and input services. Table 7 shows ITC Reversed across different rules including Rule 37, Rule 39, Rules 42 and 43, Section 17(5) blocked credits, and other reversals. Table 8 shows a comparison between ITC as per GSTR-2B from the portal and ITC as per your books of account.

The third tab is Part IV, which shows Tax Paid. It shows the twelve-month GSTR-3B sum for outward supplies and inward RCM supplies, split by IGST, CGST, SGST, and Cess.

The fourth tab is Part VI, which is for manual entries only. Table 15 lets you enter total demands outstanding, refunds claimed, and refunds granted. Table 19 lets you enter late fee payable for CGST and SGST. Once you have filled in these fields, click Save Manual Entries.

The fifth tab is Table 17, which shows an HSN-wise summary of your outward supplies. Each HSN code is listed with quantity, taxable value, tax rate, and tax amounts. This is auto-populated from your invoice data.

The last tab is Export History, which shows a record of all previous Excel and JSON exports for this return.

Once you have reviewed all sections and saved your manual entries, click Finalize Return to lock the return for filing.

To download, click Export Excel to get a spreadsheet for offline reference or CA review. Click Export JSON to get the machine-readable format for filing on the GST portal.

If you need to update figures after regenerating GSTR-3B data, click Regenerate at the top right to refresh the return with the latest data.

And that is it. If you have any questions, reach us at hello@invozen.in or use the Support option inside the app.

On the left menu, click GST Compliance, then click ITC Tracking.

ITC Tracking gives you a complete picture of your available, claimed, and reversed input tax credit for each return period. It pulls data automatically from your purchase invoices and your GSTR-3B filing so you always know your exact credit position.

At the top, select Monthly or Quarterly depending on your filing frequency. Then choose the month and year. Click Regenerate to pull the latest figures from your processed invoices.

You will see four summary tiles at the top. Available ITC shows the total credit available from your purchase invoices for the period. Claimed ITC shows the amount claimed in your GSTR-3B Table 4 and is updated automatically when you generate your GSTR-3B. Additional Reversal shows any manual reversals you have entered. Closing Balance is calculated as Opening plus Available minus Claimed minus Reversed.

Below the tiles, the Ledger section shows the period breakdown row by row. Opening Balance is carried forward from the previous finalized period. Available ITC is auto-calculated from your approved invoices. Claimed ITC is pulled directly from your GSTR-3B and does not need to be entered manually. Additional Reversal has input fields where you can enter amounts for Rule 37, Rule 42, or Rule 43 reversals. These sync with your GSTR-3B automatically. The Closing Balance row at the bottom updates instantly as you make changes.

If your closing balance looks incorrect, check whether any invoices for the period are still pending approval, or whether a reversal amount is missing.

Once you have reviewed the figures, click Save Changes to save as a draft, or click Save and Finalize to lock the period. A finalized period cannot be edited further.

Scroll down to the Running Ledger to see all periods at a glance. Each row shows the opening balance, available ITC, claimed ITC, reversals, closing balance, and status. Any period still showing as Draft or with unexpected zero values should be reviewed before filing.

To download, click Export Excel to get a full copy of the ITC ledger for offline review, CA handover, or audit records.

And that is it. If you have any questions, reach us at hello@invozen.in or use the Support option inside the app.

On the left menu, click GST Compliance, then click Vendor Compliance.

Vendor Compliance gives you a risk view of all your suppliers based on their purchase register data and GSTR-2B reconciliation history. It helps you spot vendors who are repeatedly missing from GSTR-2B or have invoice mismatches, so you can protect your ITC before filing.

At the top, select the Return Period, Year, and Window. The Window controls how many past periods are included in the risk calculation. For example, Last 6 Periods looks across the last six months to identify patterns rather than one-off issues. You can also search by GSTIN or vendor name to jump directly to a specific supplier.

The five summary tiles at the top give you an instant overview. Total Vendors shows how many suppliers are visible in the selected window. Red Risk shows vendors with repeated missing or mismatched invoices across multiple periods. These require immediate attention as they indicate a consistent compliance pattern. Amber Risk shows vendors with one-off or low-value issues that are worth monitoring. Green Vendors shows suppliers with no open compliance issues. Affected Tax shows the total taxable value and tax amount at risk across all flagged vendors.

Below the tiles, the Vendor Risk table lists all suppliers with their GSTIN, risk rating, number of periods active, issue periods, invoices missing in GSTR-2B, mismatches, affected taxable value, affected tax, and the last period with an issue. You can filter the list by clicking Red Risk, Amber Risk, or Green Risk to focus on specific categories.

To inspect a vendor in detail, click anywhere on their row. A panel opens on the right side showing the vendor name, GSTIN, and risk rating. You will see three summary figures: Issue Periods, Total Issues, and Affected Tax for that vendor within the selected window.

Below that, the Period History table shows a row for each month. For each period you can see how many invoices are in your books, the total books value, how many were matched in GSTR-2B, the matched GSTR-2B value, the count of missing invoices, the count of mismatches, and the period status as either Clean or Issue.

At the bottom of the panel, the Issue Notes section shows the specific problems found. For example, a Date Mismatch means the invoice date in your books differs from what the supplier reported in GSTR-2B. Each note shows the period, invoice number, the difference amount, and the tax impact. Green vendors will show no missing or mismatch issues in the selected window.

To download the full vendor risk report, click Export Excel at the top right. This gives you a spreadsheet of all vendors with their risk ratings, period history, and issue details for your CA or audit records. Click Refresh to recalculate vendor risk with the latest GSTR-2B and purchase data.

And that is it. If you have any questions, reach us at hello@invozen.in or use the Support option inside the app.

Invozen sends you reminders for GST deadlines, invoice uploads, ITC mismatches, and more. You can control exactly which alerts you receive, and the setup is slightly different for Individual accounts and Firm accounts.

For Individual accounts, click your profile icon or go to your account settings. Scroll down to the Notification Preferences section. You will see a list of toggles for each type of alert. These include Invoice upload reminder, GSTR-2B upload reminder, GSTR-2B mismatch reminder, ITC mismatch reminder, ITC ledger reminder, GSTR-1 monthly deadline, GSTR-1 QRMP deadline, GSTR-2B availability, GSTR-3B deadline, and GSTR-9 annual deadline. Turn on the alerts you want and turn off the ones you do not need. Click Save Preferences when done.

For Firm accounts, notification preferences are set per client so each client can have a different set of reminders. On the left menu, click Company Management, then click Clients. Find the client you want to configure and click the bell icon on their row. A dialog will open showing the same list of notification types for that client. Toggle the ones you want enabled for that client and click Save Preferences. Repeat this for each client as needed.

And that is it. If you have any questions, reach us at hello@invozen.in or use the Support option inside the app.

Go to Connected Apps in the left sidebar and click on Tally Integration. In the top right corner, you will see a Download Agent button. When you click it, a Desktop Agent Setup Guide will open with step-by-step instructions. You can follow that guide alongside this video. The installer will also start downloading to your computer automatically.

Once the download is complete, open the installer file. Windows will show a blue screen saying "Windows protected your PC." This is normal. Click More Info and then click Run Anyway to continue.

The setup wizard will open. Click Next, then click Install. Wait for the installation to complete.

Once installation is done, make sure the Launch Invozen Desktop Agent checkbox is checked and click Finish. The Invozen Desktop Agent will open automatically.

Now click the Sign In via Browser button. Your browser will open. If you are already logged into Invozen, authentication will happen automatically. Otherwise, log in with your Invozen credentials. Once you see the Authentication Successful message, close that browser tab and return to the Desktop Agent.

You will now see your account email displayed in the agent, which means you are signed in and ready to go.

If you have any questions, reach us at hello@invozen.in or use the Support option inside the app.

Open the Invozen Desktop Agent. You will be on the Settings tab by default. Under Connections, check the box that says Enable WhatsApp Capture. This activates the WhatsApp tab in the agent.

Go to the WhatsApp tab. You will see a QR code on the screen.

Open WhatsApp on your phone. Go to Settings, then Linked Devices, and tap Link a Device.

Point your phone camera at the QR code shown in the agent. Once scanned, WhatsApp will connect and the status at the top will update to show your phone number.

Click Start Scanning to begin capturing invoice files from your client chats. The agent will now monitor incoming messages and pick up any files your clients send to your WhatsApp number.

To view the captured files, go to the WhatsApp Inbox page inside Invozen. You will see all incoming files listed with the sender name, file name, and timestamp.

For each file, you can click Approve to send it for AI extraction, or Reject to skip it. Approved files are processed automatically and appear in your invoice records.

If you have any questions, reach us at hello@invozen.in or use the Support option inside the app.

Before you start, you need to enable the HTTP server inside Tally Prime. Open Tally and make sure your company is loaded. In the top menu, click on Exchange, then click Configure.

In the Exchange Configuration screen, click on Client/Server configuration under Data Synchronisation.

A dialog will open showing the Client/Server settings. For TallyPrime acts as, select Both. Make sure Enable ODBC is set to Yes and the Port is 9000. Accept the settings.

Tally will restart automatically to apply the changes. Once it restarts, open your company again.

Now open the Invozen Desktop Agent. You will be on the Settings tab by default. Under Connections, check the box that says Enable Tally Bridge. This activates the Tally tab in the agent.

Go to the Tally tab. You will see two fields: Tally Host and Tally Port. Since Tally is running on the same computer, the host will be localhost and the port will be 9000.

Click Test Connection. If the connection is successful, you will see a message showing how many companies are found in Tally.

After the test is successful, click Connect Bridge. The status will change to Bridge Connected. From this point, Invozen can read your Tally data including vouchers, ledgers, and GST information.

If you have any questions, reach us at hello@invozen.in or use the Support option inside the app.

Click the blue chat icon at the bottom right of any page. A Contact Support dialog will open.

Enter a Subject with a brief description of your issue. Then type your message in detail in the Message field. Click Submit to send it to our support team.

To track your tickets, click My Tickets at the top of the same dialog. This takes you to the Support Tickets page where all your submitted tickets are listed with their ticket number, subject, status, message count, and last updated time.

To create a new ticket from here, click New Ticket at the top right.

To view or follow up on a ticket, click View on that row. A dialog opens showing the full conversation thread. You can read the reply from our team and type your response in the Your Reply field. Click Send Reply to continue the conversation.

If you no longer need the ticket, click Delete to remove it.

And that is it. If you have any questions, reach us at hello@invozen.in or use the Support option inside the app.