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Beentara DocsUser manual for every admin feature

Step-by-step guides for billing, CRM, products, website CMS, team, and settings — with in-app How to use links.

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User Guide
Open Admin
docs.beentara.com/guide/dashboard BeentaraDOCSHomeUser GuideGETTING STARTEDDashboardOrdersQuotesInvoicesCUSTOMERS & CRMCRMCustomersDashboard Your daily command center for CRM, orders, and tasks. How to useDaily Business Snapshot CRM enquiries, orders, and inventory at a glance 12 enquiries8 ordersQuick createQuote · Invoice · OrderTeam tasks3 due todayON THIS PAGEOverviewTabsQuick createStaff view72+ guidesPress Ctrl+K to search

Start here

New to Beentara? Login, sidebar map, permissions, and a first-week checklist in one place.

Quote to cash

End-to-end billing — quote, convert, invoice, publish, record payment, and credit notes.

Troubleshooting

Fix SMTP email, Razorpay payments, permission errors, drafts, and bulk delete blocks.

Search all guides

Press Ctrl+K (⌘+K on Mac) to search every feature guide instantly.

I am a… ​

Pick the path that matches your role:

RoleRecommended path
New adminGetting Started → Daily admin routine
Retail / ecommerceProducts → Orders → Invoices
Services / B2BCRM → Quote to cash → Auto-billing
Skates / academyAdmission setup → Student attendance
Staff memberStaff onboarding → Tasks → CRM
FeatureGuide
DashboardHow to use the Dashboard
InvoicesHow to use Invoices
CRMHow to use CRM
ProductsHow to use Products
SettingsHow to use Settings
Customer portalCustomer portal

In-app help

Inside Beentara admin, click How to use on any feature page to open the matching guide here.

Need human support? See Help & Support in admin or the troubleshooting guide.

Beentara — Business management made simple.

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