InvGear
Official InvGear Documentation & Tutorials

How to Use InvGear

Step-by-step guides for every screen. From issuing compliant GST invoices and tracking inventory to specialized member management for gym owners.

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Dedicated Category: Fitness & Gym Management

Are You Running a Gym or Fitness Studio?

InvGear includes a specialized gym operating system. Track member validity, send 1-click WhatsApp renewal alerts, bill memberships with SAC 999723, and maintain emergency contact and blood group records.

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Showing 16 guides

Gym & Fitness Management

Specialized Suite

Everything you need to run a modern fitness center, track member validity, send WhatsApp renewal alerts, and bill gym packages with SAC 999723.

3 Guides Available
Fitness Suite
4 min read
How to Manage Gym Operations, Member Validity & Subscriptions
The Gym Operations screen provides fitness center owners and managers with a centralized dashboard to track member statuses, monitor upcoming renewals, view member medical emergency details, and initiate instant renewal outreach.
5 Step-by-step instructions
Target screen: /business/gym
Updated October 2026Read Guide
Fitness Suite
5 min read
How to Create Gym Packages & SAC 999723 Fitness Billing
Learn how to configure pre-built and custom gym membership packages, set compliant SAC codes and tax rates, and bill workout plans to members in seconds.
5 Step-by-step instructions
Target screen: /business/gym
Updated October 2026Read Guide
Fitness Suite
3 min read
How to Send 1-Click WhatsApp Renewal Reminders to Gym Members
Boost your gym's renewal retention rate by 30% using InvGear's pre-built WhatsApp messaging templates. Send personalized reminder texts containing the member's name, gym name, and exact expiration date with zero copy-pasting.
4 Step-by-step instructions
Target screen: /business/gym
Updated October 2026Read Guide

Sales & Invoicing

Core Billing

Create compliant GST tax invoices, recurring subscriptions, manage customer ledgers, send proposals, and issue credit notes.

5 Guides Available
Sales & Billing
6 min read
How to Create and Send Compliant GST Tax Invoices
The Invoices screen is the core billing engine of InvGear. Generate compliant B2B and B2C tax invoices with automated CGST, SGST, and IGST calculations, multiple currency support, discount handling, and payment tracking.
6 Step-by-step instructions
Target screen: /business/invoices
Updated October 2026Read Guide
Automation
4 min read
How to Set Up Automated Recurring Invoices and Subscriptions
Save hours each month by configuring automated recurring billing schedules. Ideal for gym memberships, digital marketing retainers, AMC contracts, and software subscriptions.
5 Step-by-step instructions
Target screen: /business/invoices/recurring
Updated October 2026Read Guide
Client CRM
4 min read
How to Manage Customers, GSTIN Validation & Customer Ledgers
Maintain a clean, organized client database. Track total invoiced amounts, open dues, payment history, and download comprehensive ledger statements with a single click.
5 Step-by-step instructions
Target screen: /business/customers
Updated October 2026Read Guide
Pre-Sales
3 min read
How to Create Quotations, Estimates & Convert to Invoices
Win more clients with professional, branded quotations and proposals. Once the client approves the estimate, convert it to a full GST tax invoice in a single click with zero re-typing.
5 Step-by-step instructions
Target screen: /business/proposals
Updated October 2026Read Guide
Adjustments
4 min read
How to Issue Credit Notes for Sales Returns and Adjustments
Issue legally compliant GST credit notes to adjust invoice values for damaged goods, sales returns, billing discrepancies, or post-sale discounts.
5 Step-by-step instructions
Target screen: /business/credit-notes
Updated October 2026Read Guide

Purchases & Vendor Bills

Procurement

Issue purchase orders, configure multi-tier approvals, record vendor bills, and maximize Input Tax Credit (ITC).

2 Guides Available
Procurement
4 min read
How to Manage Purchase Orders & Approval Workflows
Control company expenditures before money leaves your account. Generate professional Purchase Orders (POs), route them through approval hierarchies, and track fulfillment status.
5 Step-by-step instructions
Target screen: /business/approvals
Updated October 2026Read Guide
Accounts Payable
4 min read
How to Record Vendor Bills & Maximize Input Tax Credit (ITC)
Track everything your business owes to suppliers. Record vendor invoices, attach scanned receipts, monitor payment deadlines to avoid late fees, and capture full Input Tax Credit (ITC).
5 Step-by-step instructions
Target screen: /business/bills
Updated October 2026Read Guide

Items & Inventory

Catalog & Stock

Maintain product and service catalogs, manage HSN/SAC codes, track stock levels, and set automatic low-stock alerts.

1 Guide Available
Stock Control
5 min read
How to Manage Items, Inventory, HSN Codes & Low-Stock Alerts
Organize your products and services in a centralized catalog. Track inventory counts in real time, automate stock decrements upon invoicing, and set up HSN/SAC codes for effortless GST compliance.
5 Step-by-step instructions
Target screen: /business/items
Updated October 2026Read Guide

Expenses & Cash Flow

Outflows

Record daily operational expenditures, attach digital receipts, categorize expenses, and monitor petty cash flow.

1 Guide Available
Cash Flow
3 min read
How to Track Business Expenses, Categories & Receipt Uploads
Keep track of every rupee spent on rent, electricity, equipment maintenance, marketing, and staff tea. Categorize expenses to unlock maximum tax write-offs at year-end.
5 Step-by-step instructions
Target screen: /business/expenses
Updated October 2026Read Guide

GST & Tax Compliance

Tax Ready

Generate GSTR-1, GSTR-3B monthly and quarterly summaries, HSN summaries, and ensure Indian tax compliance.

1 Guide Available
Tax Compliance
5 min read
How to Generate GSTR-1, GSTR-3B & Tax Filing Summaries
Eliminate month-end filing stress. InvGear automatically groups all your invoices, credit notes, and tax collections into standardized tables matching the official GST Portal (B2B, B2CL, B2CS, CDNR, and HSN Summary).
4 Step-by-step instructions
Target screen: /business/reports/gst
Updated October 2026Read Guide

Financial Reports & Analytics

Business Intelligence

Inspect real-time Profit & Loss statements, customer balance summaries, sales breakdowns, and balance sheets.

1 Guide Available
Analytics
4 min read
How to View Profit & Loss, Balance Sheets & Business Analytics
Understand your business health in real time. Gain instant clarity into gross revenue, operational expenses, net profit margins, top-selling items, and aging accounts receivable.
4 Step-by-step instructions
Target screen: /business/reports
Updated October 2026Read Guide

HRMS & Payroll

Workforce

Add employees, track attendance, calculate salary deductions, and generate professional payslips.

1 Guide Available
Workforce
4 min read
How to Manage Staff, Attendance, Payroll & Salary Payslips
Manage your entire team from hiring to salary disbursement. Track daily attendance, configure allowances and deductions, and generate professional PDF payslips with one click.
5 Step-by-step instructions
Target screen: /business/hrms
Updated October 2026Read Guide

Settings & Configuration

Setup

Configure business branding, logos, signatures, bank accounts for invoices, tax rates, and staff role permissions.

1 Guide Available
Setup
4 min read
How to Configure Company Profile, Bank Details & User Permissions
Tailor InvGear to match your brand identity. Upload your logo and digital signature, set your default bank account and UPI ID, configure custom invoice prefixes, and invite staff with granular permissions.
5 Step-by-step instructions
Target screen: /business/settings
Updated October 2026Read Guide
Help & Clarity

Frequently Asked Questions About Using InvGear

Common questions about accounts, GST compliance, and screen management.

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