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OjaSuite Documentation

Everything you need to get the most out of OjaSuite.


 Getting Started

Set up your account, add your business profile, create your first contact and invoice.

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 Contacts

Add customers and vendors, view transaction history, and manage receivables per contact.

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 Items & Inventory

Create your product catalogue, track stock levels, set reorder alerts, and configure wholesale & retail pricing.

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 Services Catalog

Build a reusable catalog of your recurring services and add them as line items on estimates and invoices.

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 Invoices

Create invoices, record payments, handle partial payments, add service lines, and manage invoice status.

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 Estimates & Proformas

Issue estimates and proforma invoices that convert to invoices in one click. Attach delivery notes to confirm dispatch.

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 Point of Sale

Fast in-person sales with barcode scanning, retail/wholesale toggle, and ESC/POS receipt printing.

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 Expenditure

Track business expenses by category and branch, and feed them into your income statement.

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 Reports

Sales, receivables, income statements, debtors ageing, and activity logs — all exportable.

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 Branches

Manage multiple locations with per-branch inventory, sales tracking, and user scoping.

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 Users & Roles

Invite team members, assign roles with granular permissions, and maintain an audit trail.

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 Import

Bulk-import contacts, items, expenses, and invoices from CSV files using the import wizard.

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 Export & Drive Backup

Download your data as Excel files or send exports directly to Google Drive for automatic cloud backup.

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 Payment Links

Generate shareable payment links, send invoices by email with a Pay Now button.

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 Online Payments

Configure Stripe, Paystack, and Flutterwave gateways, understand the checkout flow, and set up webhooks.

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 Client Portal

How customers log into their self-service portal using OTP authentication, view invoices, and pay online.

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 Accounting

Set up your chart of accounts, post journal entries, manage financial periods, and run Trial Balance, Income Statement, and Balance Sheet reports.

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 Fixed Assets

Register capital assets, compute annual depreciation using straight-line or declining-balance methods, and record formal disposals.

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