Key takeaway: Set up your Tiqra account in under ten minutes: create an account, configure your business profile, add products, and send your first invoice.
Welcome to Tiqra
Whether you run a salon, a retail shop, a freelance consultancy, or a growing agency, Tiqra brings all your business tools into one platform. Invoicing, point-of-sale, CRM, inventory, bookings, and financial reporting, all connected, all in one place.
This guide will walk you through getting your account set up and running in under ten minutes.
Step 1: Create Your Account
Head to the registration page and enter your email, business name, and a password. You will receive a confirmation email. Click the link to verify your account and you are ready to go.
Tiqra offers a free trial with access to every feature, so you can explore the full platform before committing to a plan.
Step 2: Complete Your Business Profile
Once logged in, navigate to Settings > Business Profile. Fill in the details that will appear on your invoices and quotes:
- Business name and logo: Upload a high-resolution logo for a professional look on all documents.
- Address and contact info: Your physical address, phone, and email.
- Tax registration: Add your tax ID or VAT number if applicable.
- Currency and locale: Tiqra supports multiple currencies including USD, LKR, EUR, GBP, and more.
Getting this right from the start means every invoice, quote, and receipt you send will look polished and professional.
Step 3: Add Your Products and Services
Go to the Products module and start building your catalog. For each item, you can set:
- Name, description, and SKU
- Selling price and cost price
- Tax rate (per-product or default)
- Inventory tracking with stock levels and reorder alerts
If you sell services, create service-type products with hourly or fixed rates. You can organize everything into categories for quick access in the POS terminal or when creating invoices.
Step 4: Set Up Your First Invoice
Navigate to Invoices > New Invoice. Here is the workflow:
- Select or create a customer: Enter their name, email, and billing address. Tiqra stores customer data so you only enter it once.
- Add line items: Search your product catalog or add custom items on the fly.
- Apply discounts and taxes: Set percentage or fixed discounts, and Tiqra calculates taxes automatically based on your configured rates.
- Set payment terms: Choose due dates, add notes, and set up payment reminders.
- Send: Email the invoice directly from Tiqra with a branded template, or download the PDF.
Step 5: Explore the POS Terminal
If you handle walk-in sales, open the POS Terminal from the sidebar. The POS interface is designed for speed:
- Quick product search and barcode scanning support
- Multiple payment methods (cash, card, digital wallets)
- Split payments and hold orders
- Offline mode for uninterrupted selling even without internet
The POS syncs with your inventory in real time, so stock levels are always accurate across every channel.
Step 6: Connect Your CRM
The built-in CRM helps you track leads, manage deals, and nurture customer relationships. Set up your sales pipeline with custom stages that match your workflow, from first contact to closed deal.
You can log interactions, schedule follow-ups, and see every customer's full history in one timeline view.
Step 7: Review Your Dashboard
Your Tiqra dashboard gives you a bird's-eye view of everything that matters:
- Revenue overview: Total sales, outstanding invoices, and recent payments
- Top products: See what is selling best
- Customer insights: New vs. returning customer trends
- Upcoming tasks: Overdue invoices, low stock alerts, and scheduled follow-ups
What to Explore Next
Once the basics are set up, explore these powerful features:
- Recurring invoices: Automate billing for subscription or retainer clients.
- Expense tracking: Log expenses and attach receipts to stay on top of cash flow.
- Financial reports: Profit and loss, balance sheet, tax summaries, and more.
- Booking widget: Embed an appointment scheduler on your website for service businesses.
- Multi-user access: Invite team members with role-based permissions.
Getting Help
If you need assistance at any point, reach out to our support team at support@tiqra.io. We are here to help you get the most out of Tiqra.
Welcome aboard. Let us help you run your business smarter.