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YOUNOTE MOBILE APP

The Younote Mobile App is designed to empower MSMEs with seamless access to their billing and business management tools on the go. It ensures that users can handle their core operations from their smartphones, offering an intuitive interface, essential features, and powerful capabilities that cater to small business owners' needs. The Younote Mobile App brings the power of Younote’s SaaS platform to the fingertips of MSME owners, empowering them to manage their business anytime, anywhere.

Smart Invoicing:

  • Quick Invoice Creation: Generate invoices with just a few taps using pre-saved customer, product, and tax details.

  • GST-Ready Invoices:​ â€‹Create GST-compliant invoices with automated tax calculations and *QR codes

  • *Multi-Language Support: â€‹â€‹Generate invoices in local languages for better communication with regional cstomers.

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Real-time Dashboard:

   View key metrics, such as:

  • Total Sales

  • Outstanding Payments

  • *Expenses

  • Product wise Analysis

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   Access a summary of financial health in an easy-to-read format.

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Purchase and Payment Management:

  • Record Purchases / expenses on the go by dealing with Supplier bills or receipts

  • Manage payment collections by marking invoices as paid, partially paid, or overdue

  • *Receive reminders and alerts for overdue payments and upcoming bills 

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*POS (Point of Sale) Integration:

  • *Quick Sales Recording: Enable cashiers or sales agents to record POS transactions directly

  • *Generate and share digital receipts instantly

  • *Sync sales data with the central Younote platform for real-time updates

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Customer and Vendor Management:

  • Store and manage customer and vendor contact details

  • Access purchase or payment history for each customer or vendor

  • *Send payment reminders or promotional offers directly from the app via SMS or email

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Inventory Management:

  • Track stock levels of products in real time

  • *Receive alerts when stock levels drop below a pre-defined threshold

  • Add new products or update inventory details directly from the app

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Smart Notifications and Alerts:

   Get notifications for key events, including:

  • Payment due dates

  • Stock replenishment reminders

  • GST data and its breakup of GST Receivables and GST Payables​

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   Stay informed about critical updates, like policy changes or new app features.

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Data Analytics on the Go:

   Access visual reports and analytics, such as:

  • Monthly sales trends

  • Customer purchase patterns

  • Top-performing products

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   Use AI-driven recommendations to identify growth opportunities.

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Customizable Settings:

  • Adjust invoice templates, tax rates, and business branding (e.g., logo and colors) directly within the app

  • Set preferred notification types and frequencies

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GST and Tax Compliance:

  • Generate and share GST-compliant invoices

  • Calculate taxes automatically and view summaries for filing returns

  • Track input tax credits and tax liabilities

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Data Sync Across Devices:

  • All data entered in the app syncs with the web platform and other connected devices in real-time

  • Ensure business continuity by accessing up-to-date information anytime, anywhere

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Digital Receipt Sharing:

  • Share invoices, POS receipts, or payment confirmations via WhatsApp, SMS, email, or other messaging apps

  • Provide customers with multiple formats (e.g., PDF, image, or digital link)

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*E-Way Bill Integration:

  • *Create and manage e-Way Bills directly from the app for goods transportation

  • *Link bills with relevant invoices for compliance and record-keeping

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User-Friendly Design:

  • Intuitive navigation with minimal learning curve, designed specifically for non-tech-savvy users

  • Multi-language interface to cater to regional preferences in India

How it Works?

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Partner Onboarding:​​

  • Businesses can invite their partners to join the Younote ecosystem​

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​​Data Processing and Standardization:​

  • Younote ensures that business specific data is sent as notifications to the receiving party and appropriate actions are performed by the receiving party

  • Real-time sharing of transaction data, such as invoices, POs, or delivery confirmations, through Younote application brings in efficiency 

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​​Validation and Reconciliation:​

Incoming and outgoing documents are validated for accuracy (e.g., tax compliance, pricing, quantity), and discrepancies are flagged automatically.

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Feedback and Reporting:​

Partners can acknowledge receipt, request corrections, or share updates directly within the system.​​

​​The * marked contents are Upcoming features. 

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