- Open Udhyog and choose your language if needed.
- Create your firm and check firm name, phone number, state, and GSTIN carefully.
- Set starting number and prefix for the main documents you will use.
- Add at least one customer, one supplier, and two sample items.
- Create one sample estimate and one sample invoice.
- Open PDF preview and check name, date, tax, number, and total.
- If everything looks correct, start live billing.
Tip: Keep one small note with your firm GSTIN, bank details, and document prefixes so setup stays consistent.
Important: Do not start live invoicing until GST and state details are verified for your firm.
A careful first setup reduces repeated billing and tax mistakes later.
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