Choose a transition date and reconcile your starting records. Software still depends on correct entries and review.
Prepare opening records
Count stock by product and location. Agree customer and supplier balances and retain the source records used to prepare them.
Avoid double counting
Do not enter a historical invoice as both an opening balance and a new transaction. Identify which records belong before and after the cutover date.
Test a complete day
Record a purchase, sale and receipt, then compare stock, cash and balances with expected figures. Resolve differences before expanding usage.
Retain required documents
Keep source registers and invoices for the applicable retention period. Confirm required records and formats with your accountant or relevant authority.
Review tax summaries
Kroply creates GST-ready invoices using configured product HSN and tax details. Review classifications and rates with your accountant; an invoice or report is not a filed return.
Switching from existing billing software
Before replacing an existing billing system, keep its invoices and audit records accessible and agree a cutover date. List the fields needed for products, stock, customer dues and supplier balances. Ask which import formats are supported; do not assume a direct transfer or universal importer. Reconcile a small sample before moving the remaining records, and avoid importing old invoices again when their balances are already included in opening amounts.
Kroply provides connected shop billing, inventory, supplier records, reviewable OCR, customer credit, expenses and reports. Core workflows require internet, and staff and shop allowances depend on the current plan.
What should I verify before using these records?
Test your own purchase, sale, receipt and return. Compare devices, printing, languages, migration scope, current pricing and support channels using the same requirements.
How Kroply handles this
Kroply provides connected shop billing, inventory, supplier records, reviewable OCR, customer credit, expenses and reports. Core workflows require internet, and staff and shop allowances depend on the current plan.
Things to consider
Test your own purchase, sale, receipt and return. Compare devices, printing, languages, migration scope, current pricing and support channels using the same requirements.