Getting Started
This page helps you find your way around. Once you know where things live, every other screen will feel familiar.
Logging in
Open the Invoay ERP website, type your email and password, and you'll land on your Dashboard.
💡 Tip: If you're the owner, you'll see all your stores. If you're a staff member, you'll only see the stores and pages your owner has given you access to.
The top bar
The bar across the top of every screen is your main way of getting around.
Your business name (top-left)
Click your business name to go back to your Dashboard from anywhere.
The main menu
Next to your business name you'll find the main sections:
| Section | What you'll find there |
|---|---|
| Dashboards | Your home Dashboard, the Profitability Dashboard, the Employee Utilization Dashboard and, if you have more than one store, the Multi Store Dashboard |
| Master | The basic lists everything else is built on — categories, items, packages, payment methods, memberships, bulk tax changes and bulk imports |
| Inventory | Buying stock, checking what you have, moving stock between stores, products issued to staff and how much they use on services, petty cash |
| Customers | Your customer list and customer reports — repeat visits, lost customers, pending amounts, loyalty points, bookings, no-shows and consent forms |
| Marketing | Coupons, offers, gift vouchers, store notifications, referrals, cashback and birthday/anniversary wishes |
| Reports | Sales, GST, purchases, expenses, profit and loss, messaging, job cards and more |
| Employees | Staff details, shifts and roster, attendance and incentives |
| Settings | Every setting in one place (All settings), plus store settings, messaging, billing counter settings, staff roles and your subscription |
Hover over or click a section to open it. Items with a small arrow open a second list.
Can't find something? Type in the Search the menu… box (or press / or Ctrl + K on your keyboard) and the menu shows only the items that match.
On a phone or a small screen, the menu is tucked away: tap the menu button (three lines) at the top-left to open it.
Not seeing an item that a colleague can see? Some items only appear when a feature is switched on for your account. The menu map lists every item and when it appears.
The buttons on the right
| Button | What it does |
|---|---|
| Ask Invoay | Opens a help panel where you can ask a question about the page you're on. Shown when it's available for your account |
| Your name | Opens a small menu with Change password, My scheduled reports (see Working with Lists), WhatsApp settings (point at it to see the status of your WhatsApp connection), Full screen, Create a support ticket, Chat with us on WhatsApp and Sign out. At the bottom are the Privacy, Terms and Security links and your version number |
Full screen hides the browser's toolbars so you get more room — great for reports. Click it again or press Esc to go back.
What's new
Click the version number at the bottom of the menu under your name to open What's new. It lists what we have added, improved and fixed each month, and each change shows the version it arrived in.
Where you are
Every page shows its place in the menu just above the page title, for example Reports › Sales Reports › Bill Based Report. Click a section name to open that part of the menu, so you can jump to a nearby page.
Working with stores
Most screens have a Store drop-down. Pick a store and the screen shows that store's numbers.
The ERP remembers the last store you picked, so the next screen you open will usually already be on the same store.
Picking dates
Most screens let you choose a From date and a To date. Pick your dates, then press the button next to them (for example Apply or Show) to update the screen.
Dates and times follow your store's own time zone, so a sale late in the evening counts on the day it happened at your store.
The newer dashboards use a date picker with handy shortcuts — Today, Yesterday, Last 7 days, Last 30 days, This month, Last month — or you can choose Custom and pick any two dates on the calendar.
Messages you might see
| Message | What it means | What to do |
|---|---|---|
| "You are not authorized to access this page. Please contact admin." | Your user hasn't been given access to this page | Ask your owner or manager to give you access |
| "You are not subscribed to this feature." | This feature isn't part of your current plan | Contact Invoay Support if you'd like it |
| Session Expiring | You've been inactive for a while and will be logged out soon, to keep your data safe | Click OK to stay logged in |
Getting help
- Chat bubble at the bottom-right → chat live with Invoay Support. See Chat with Invoay Support
- Help button at the top-right of most pages → what the page is for and how to use it, with a link to the full guide
- Ask Invoay at the top-right → ask a question about the page you're on
- Create a support ticket in the menu under your name → raise a request with our support team
- Chat with us on WhatsApp in the menu under your name → message Invoay Support on WhatsApp
- Privacy, Terms and Security links at the bottom of the menu under your name
💡 Most screens show information in lists. See Working with Lists to learn sorting, filtering, grouping and exporting.
Next up: Your Dashboard →