Fello Help Center

What is Fello

Fello is an all-in-one business platform for Indian SMBs. It brings invoicing, payments, purchases, inventory, a CRM and a live P&L into one login — so you enter data once and it flows everywhere: an invoice becomes a receivable, feeds your profit & loss, and is ready for GST.

Every business on Fello is fully isolated from every other — your data is private to your workspace, secured at the database level, and hosted in India.

Create your account

Fello starts with a 90-day free trial — no credit card required.

1. Go to c1.fello.work/register (or click Start free on fello.work).
2. Enter your full name, email, a password (at least 8 characters), and your workspace name (your business name).
3. Click Create account — you're taken straight into your dashboard.
4. Check your inbox for a verification email and confirm your address.

Set up your company profile

Before you raise your first invoice, add your business details — they appear on every document you generate.

1. Open Settings → Company profile.
2. Fill in your legal name, GSTIN, PAN, address, and state code (2-digit GST state code, e.g. 29 for Karnataka).
3. Add your bank details and an invoice prefix (e.g. INV).
4. Upload your logo — it's embedded into your invoice, PO, quotation and challan PDFs.
5. Save.

Your dashboard

The dashboard is your daily snapshot: cash in and out, receivables and payables, net profit, and alerts (overdue invoices, low stock, follow-ups due, pending POs, bills due). Role-specific dashboards are available for Sales, Finance, Inventory and Admin.

Contacts

Contacts are your customers and suppliers. A single contact can be both a customer and a vendor.

1. Go to Contacts → New contact.
2. Enter the name (required), and mark it as a customer and/or vendor.
3. Add GSTIN, phone, and office/factory addresses. The state field uses the 2-digit GST state code.
4. Save. You can edit or delete a contact anytime from its page.

Deals & pipeline

Track opportunities through your sales pipeline. New workspaces come with a set of default stages, which you can rename, reorder, add to, or delete.

1. Open Deals to see the pipeline board.
2. Click New deal, give it a title, link a contact, pick a stage, and set the deal value.
3. Drag deals across stages as they progress.

Follow-up reminders

Never lose a lead. Create a follow-up against a contact with a due date and assignee — you'll be reminded from the dashboard alerts when it's due.

Create a GST invoice

1. Go to Invoices → New invoice.
2. Choose the customer and set the issue date and due date.
3. Set the place of supply — Fello uses this to decide CGST/SGST (intra-state) vs IGST (inter-state).
4. Add line items: description, HSN/SAC, quantity, unit price and GST rate. Taxes are calculated automatically.
5. Save. The invoice number is generated with your prefix and financial year (e.g. INV/2026-27/00001).

Credit & debit notes

Raise a credit note or debit note against an existing invoice to adjust a sale (returns, price corrections). They flow into your GST summary.

Quotations & proforma invoices

Send a quotation or proforma the same way you create an invoice — just pick the document type. When a quotation is accepted, convert it into a tax invoice in one click (no re-entry). You can also revise a quotation and keep a version history.

Send an invoice

1. Open the invoice and click Send.
2. Confirm the recipient email (defaults to the customer's email) and add an optional message.
3. Send. The invoice moves from Draft to Sent, and the customer receives it with the PDF attached.

Payments & receivables

Record payments against invoices to keep receivables accurate.

1. Open the invoice and click Record payment.
2. Enter the amount, date and method (UPI, bank transfer, cash, etc.). Add TDS if applicable.
3. The invoice status updates to Partially paid or Paid automatically.

Overdue invoices surface in your dashboard alerts, and you can enable automatic payment reminder emails in Settings.

Inventory items

Track what you buy and sell. Items are either raw material or finished goods.

1. Go to Inventory → New item.
2. Enter the name, type, HSN/SAC, unit (UQC), cost, selling price and GST rate.
3. Set the current stock, low-stock threshold and reorder quantity.

When stock falls below the threshold, the item appears in Low stock and in your dashboard alerts. Record stock in/out via Movements.

Purchase orders

1. Go to Purchase orders → New PO, choose the supplier and order date.
2. Add line items — each references an inventory item with a quantity and unit cost.
3. Move the PO through its workflow: Submit → Approve → Send → Receive. Receiving updates stock levels.

Fello also supports Incoming POs — purchase orders your customers send you — which you can upload and track.

Supplier bills & expenses

Log supplier bills (with CGST/SGST/IGST split and ITC eligibility) and general expenses by category. Both feed your P&L and input-tax-credit totals. Bills can be approved and marked for payment.

Invoice & PO PDFs

Every invoice, quotation, proforma and purchase order can be downloaded as a clean, branded PDF with your logo, GST breakdown and bank details. Open the document and click Download PDF.

Delivery challans Pro

Generate delivery challans — including directly from an invoice — with consignee, transport and e-way details, then mark them Dispatched and Delivered.

P&L, GST & dashboards

Fello turns your day-to-day entries into reports automatically:

• Profit & Loss — pick a date range to see income, expenses and net profit.
• GST summary — outward tax, input credit and net for any period, built from your invoices and bills.
• Dashboards — Sales, Finance, Inventory and Admin views for the metrics each role cares about.

GST filing Coming soon

Because every invoice and bill already lives in Fello, GST return filing builds straight on top of your data — no re-entry. GSTR-1 and GSTR-3B preparation, e-invoicing/IRN and 2A/2B reconciliation are rolling out. Join the early-access list to be first when it goes live.

Team & permissions

Invite your team and control what each person can see and do.

1. Go to Settings → Team → Invite and enter the person's email and role.
2. They receive an invite link, set a password (min 8 characters) and join your workspace.
3. Adjust per-module permissions (view / edit / approve) for each member. The workspace owner always has full access.

You can deactivate or reactivate members at any time. Your plan has a per-workspace user limit.

Mobile app

The Fello Android app lets you check today's numbers and approve pending items (purchase orders, bills, draft invoices) on the go. It connects to the same account as the web app — just log in with your email and password.

Settings

• Company profile — business & GST details, logo, bank info, invoice prefix.
• Notifications — choose how you're notified.
• Reminders — turn payment-reminder emails on/off and set the days after due date they go out.
• Export — download your workspace data.

Free trial & plans

Every new workspace gets a 90-day free trial with the full Core feature set — no card required.

• Your dashboard shows a banner counting down the days left, and we email you 7 days and 1 day before the trial ends.
• When the trial ends, access is paused — but your data is never deleted. You'll see a message to reactivate.
• To continue, message us on WhatsApp and we'll reactivate your workspace.

Core covers invoicing, payments, CRM, inventory, purchases and reports. Pro adds delivery challans and higher limits.

Troubleshooting

I can't log in

Double-check your email and password. If you've forgotten it, use Forgot password on the login page to get a reset link. If you see "This workspace has been suspended," your account has been paused — contact support to restore it.

"Your free trial has ended"

Your 90-day trial is over and access is paused. Your data is safe. Message us on WhatsApp and we'll reactivate your workspace right away.

"Feature not enabled" / asks me to upgrade

That feature (e.g. delivery challans) is part of the Pro plan. Message us to upgrade.

My password won't be accepted

Passwords must be at least 8 characters. Choose a longer one and try again.

My logo isn't showing on PDFs

Open Settings → Company profile and re-upload your logo once. It will then appear on all newly generated documents.

An invoice won't send

Make sure the customer's contact record has a valid email address, then try Send again.

I can't add a contact / invoice — "validation error"

Check required fields: a contact needs a name; the state field expects a 2-digit GST state code (e.g. 29), not the full state name. An invoice needs a customer, issue date and at least one line item.

I didn't get my verification / reminder email

Check your spam folder. If it's still missing, confirm your email address is spelled correctly in your profile, or contact support.

Frequently asked questions