Guides

Step-by-step guides for getting more from Ratify.

Short, visual how-tos — from setting up your business to working safely with AI agents.

Guide 01

Set up Ratify for your business

From sign-up to your first invoice in six short steps.

Best for: Business owners

1

Add your business name

Create your account on the Free plan — no card needed.
2

Choose your business type

Retail, wholesale, distribution, manufacturing or services.
3

Enter your GST details

GSTIN, state and invoice series, set up once.
4

Add your products

Import names, rates, HSN codes and opening stock from a spreadsheet.
5

Add your customers

Start with the customers you bill most often.
6

Create your first invoice

Then meet Ratify AI — try asking “Create my first invoice.”

Guide 02

A correct tax invoice, shared with a payment link, in under a minute.

Best for: Owners and billing staff

1

Choose the customer

Saved customers fill in their details automatically.
2

Add the items

Rates, HSN codes and taxes fill themselves in.
3

Let Ratify check the details

Tax splits, HSN codes and totals are validated as you type.
4

Review the invoice

Check the total before anything is saved.
5

Share it

Send on WhatsApp or email with a payment link attached.

Guide 03

Describe the sale in one sentence and review the draft Ratify prepares.

Best for: Anyone who bills

1

Open the AI assistant

It is already connected to your customers, products and taxes.
2

Describe the sale

“Create a GST invoice for ABC Traders — 25 units × ₹1,200, GST 18%.”
3

Check the draft

Customer, subtotal, GST and total are shown for review.
4

Save or send

Nothing is saved or sent until you choose.

Guide 04

Let stock update itself and get warned before fast movers run out.

Best for: Shops, wholesalers and distributors

1

Add products once

Names, rates, HSN and opening stock — import a spreadsheet if you have one.
2

Bill and buy as usual

Every invoice, purchase and return updates quantities.
3

Watch low-stock alerts

Ratify flags items running low, slow movers and unusual changes.
4

Review reorder suggestions

Suggested quantities are based on how fast items sell.
5

Approve the purchase order

Nothing is ordered until you say yes.

Guide 05

A simple system of terms, links and reminders that works without awkward calls.

Best for: Anyone who gives credit

1

Write the terms on the invoice

“Due in 15 days” printed on the bill sets the expectation.
2

Attach a payment link

Customers pay by UPI or card straight from the invoice.
3

Follow a reminder rhythm

Three days before, on the due date and seven days after.
4

Approve the reminders

Ratify drafts each message; you decide what goes out.
5

Watch the ageing buckets

0–30, 31–60 and 60+ days show who needs a call.

Guide 06

Turn filing week into a review instead of a rebuild.

Best for: Owners and accountants

1

Add your GSTIN once

State, scheme and invoice series in a couple of minutes.
2

Bill normally

Tax splits, HSN codes and place of supply are applied as you go.
3

Let Ratify check the period

Missing HSN codes, unusual rates and GSTIN mismatches are flagged.
4

Fix what is flagged

Each issue explains what looks wrong in plain language.
5

Hand over a clean summary

Download GSTR-1 and GSTR-3B summaries for your CA.

Guide 07

Let agents do the watching while you keep the final say.

Best for: Owners who want follow-ups handled

1

Switch on the agents you want

You can switch any agent off at any time.
2

Read the daily brief

What changed, what needs a decision and what can wait.
3

Review each suggestion

Every recommendation shows the numbers behind it.
4

Approve, edit or skip

Nothing is sent, changed or filed until you say yes.
5

Check the activity log

Every action is logged with who approved it and when.

Start free and work through the guides with your real products and customers.