Help Center & Support Desk
Frequently Asked Questions
Everything you need to know about billing, compliance, and running your export ledger on Zoffs.
1. New to Zoffs & Platform Basics
What is Zoffs and who is it built for?
Zoffs is an export SaaS and GST compliance platform built specifically for Indian freelancers, growing companies, and Chartered Accountants (CAs) to manage multi-currency billing, zero-rated export invoices, and tax returns easily.
How do I create a new account on Zoffs?
You can sign up by visiting the signup page, entering your name, email, mobile number, secure password, and selecting your preferred subscription tier (Freelancer, Company, or CA Firm).
What documents or details do I need ready before setting up my profile?
Before completing your profile, keep your business address, official contact details, bank account/IFSC information, GSTIN (if applicable), Letter of Undertaking (LUT) reference number, and ARN details handy.
How do I complete my initial profile setup?
Upon your first login, the platform automatically guides you to the profile completion screen where you can input your billing parameters, preferred payment gateways, and tax configuration.
How can I log in to my account if I forget my password?
You can access your account securely from the login page using your registered credentials. If you experience login issues, reach out through our support team for assistance.
Can I use Zoffs on my mobile phone or tablet?
Yes, Zoffs is a responsive web application optimized to work seamlessly across mobile devices, tablets, and desktop web browsers.
What is the main dashboard used for?
The dashboard gives you an instant overview of your billing metrics, paid versus unpaid invoices, Section 44ADA taxable income tracking, live currency exchange rates, and pending export/FIRC compliances.
How do I switch between different views if I am a Chartered Accountant (CA)?
If you are logged in under a CA Firm account, you can access your client list from the CA Dashboard and switch directly to view or manage an individual client's ledger and reports.
Is my financial and personal data secure on Zoffs?
Yes, Zoffs implements strict password hashing, secure session management, and server-side safety checks to ensure your financial and tax data remain protected.
How do I update my company name, address, or contact details?
You can update your business particulars anytime by navigating to your profile settings page and saving the changes.
Can I upload my company logo to the platform?
Yes, you can upload your business logo via the profile page, and it will automatically appear on all your generated PDF invoices.
How do I log out or switch user sessions securely?
Simply click the "Logout" option on the top navigation bar to terminate your active session safely and clear viewing variables.
2. How to Use Zoffs & Core Features
How do I create a new tax invoice?
Go to the invoice creation section, add your line items with HSN/SAC codes, quantities, and rates, select your domestic tax parameters, and save to generate the live invoice and PDF.
How do I generate an export invoice with zero-rated LUT?
When creating an invoice, toggle the export option to true. This automatically applies zero-rated tax configuration under LUT, fetches your ARN, and calculates INR equivalents.
How does the system automatically handle IGST versus CGST and SGST?
Depending on your domestic setup and selection, the platform dynamically applies the correct tax percentage components on your taxable subtotal values.
Can I edit or cancel an invoice after it has been created?
Yes, active invoices can be edited or updated via the edit route before final fulfillment, and you can mark invoices as cancelled or paid anytime from your records.
How do I download my generated invoices in PDF format?
Every invoice features a direct download action link that instantly compiles and downloads the formatted professional PDF layout.
How do I add or manage my clients/customers on the platform?
You can add new clients manually through the client management interfaces or quick-add features, saving their addresses and tax data for fast billing lookup.
Can I import my past invoices in bulk using a CSV file?
Yes, Zoffs includes a CSV import feature allowing you to upload formatted spreadsheets containing past billing records securely.
How do I export my invoice data or tax records to a CSV file?
You can export customized sets of invoice rows or tax entries directly into downloadable CSV tables using the platform's export utilities.
How do live foreign exchange rates update for multi-currency invoices?
Zoffs pulls live daily exchange rates online to translate foreign values (USD, EUR, GBP, etc.) into accurate INR equivalents.
How do I track Section 44ADA presumptive income limits and thresholds?
The dashboard tracks your gross export/domestic receipts against the standard ₹75 Lakh threshold, displaying percentage completion and estimated taxable income automatically.
How do I upload and manage my LUT and ARN numbers?
You can enter or update your LUT code and ARN references under your profile configuration section so they display correctly on export documents.
How do I record and track Foreign Inward Remittance Certificates (FIRCs)?
Use the FIRC tracking feature to map inward remittances to matching invoices, input reference numbers, and upload document attachments.
How do I track Input Tax Credit (ITC) and GSTR-2B vendor records?
The ITC tracker enables you to log vendor-wise GST invoices, breaking down CGST, SGST, and IGST components to calculate eligible claim amounts.
How do I generate monthly GSTR-1 and GSTR-3B tax summary reports?
Navigate to the GST return generators, pick your tax period month and year, and compile structured PDF breakdowns and HSN summaries.
How do I generate the annual GSTR-9 consolidated tax report?
Use the GSTR-9 annual generator module to compile a comprehensive summary of yearly outward supplies, aggregate tax totals, and HSN breakdowns for CA audits.
How do I upload or attach supporting files like FIRC documents?
When adding or editing records like FIRCs or compliance attachments, use the file upload dialog to securely store the document file on the server.
3. Subscription & Billing Related
What subscription plans does Zoffs offer?
Zoffs offers three primary plans tailored to professional scales: the Freelancer Plan, the Company Plan, and the specialized CA Firm Plan.
What is included in the Freelancer Plan?
The Freelancer Plan includes core features such as unlimited invoices, essential GST compliance tools, and PDF export functionality.
What features come with the Company Plan?
The Company Plan supports advanced business needs, including multi-user access permissions, deeper reporting metrics, and priority support channels.
What special features does the CA Firm Plan provide?
The CA Firm Plan provides a dedicated client management dashboard, bulk GST return tools, client-switching views, and robust administrative control options.
How does the trial period work when I first sign up?
New signups receive an initial trial duration allowing full access to platform features before standard subscription renewal is enforced.
What happens when my trial or subscription plan expires?
If your trial or subscription ends, you will be directed to the subscription-expired page where you can review plan pricing and complete your payment renewal.
How do I pay for or renew my subscription using Razorpay?
You can securely pay for your plan or clear renewals via integrated Razorpay checkout links provided on your subscription status page.
Can I apply a promo code or discount during signup or renewal?
When signing up for any plan, enter the promo code SUPERSTRIKE to automatically unlock 50% off for your first full year.
How do I cancel my subscription or stop recurring payments?
Administrators can manage or cancel user subscription cycles directly from the Admin Control Panel using integrated Razorpay subscription cancellation tools.
What happens to my data if my subscription lapses or is cancelled?
Your historical invoice and compliance logs remain stored securely in the database, but access to active generator features is restricted until subscription renewal.
Can I change or upgrade my plan tier later on?
Yes, you can upgrade your service tier from freelancer to company or CA firm plans to match your growing business requirements.
How do I view my current plan details and expiration date?
Your active plan specification and expiry tracking data are accessible through your user profile and billing management views.
4. Payments & Invoicing Integration
How do I set up Razorpay integration to accept payments on my invoices?
Zoffs comes pre-configured with live Razorpay keys, allowing customers to initialize checkout orders directly from issued invoices.
How does a customer pay an invoice using the secure checkout link?
Clients can click the payment trigger on the invoice interface to open the secure Razorpay modal supporting cards, UPI, net banking, and wallets.
How are online payments verified and marked as paid automatically?
Once a transaction completes, signature verification runs via backend API calls, instantly flipping the invoice status to paid and logging the timestamp.
What should I do if a Razorpay payment verification fails?
If signature validation or token communication drops, the system logs an error response. You can review transaction logs or manually update payment status if funds were settled.
Can I accept international payments through PayPal or Wise via Zoffs?
Yes, you can configure your PayPal handle, Wise details, and wire instructions in your profile settings so they print clearly on your invoice payment boxes.
How do I manually update an invoice status to "Paid" if paid offline?
You can update any invoice status manually using the status update endpoint to flag direct bank transfers or cash settlements as paid.
How do I track which invoices are paid versus unpaid?
Your dashboard summary blocks and main invoice lists provide explicit filters and totals for paid, unpaid, and cancelled billing records.
Can I add custom payment instructions or bank details to my invoices?
Yes, your bank name, account number, and IFSC code entered during profile completion automatically populate into the designated payment blocks of every generated PDF.
How do currency symbols and conversion calculations display on invoices?
Invoices dynamically render the chosen foreign currency code/symbol, alongside conversion rates and calculated INR totals for compliance display.
Who do I contact if a payment gateway webhook or sync errors out?
If you encounter technical synchronization failures with gateways, you can visit the platform's support resources or reach out via email for assistance.
Still have questions or need assistance?
Our technical team is ready to help you sort out your export ledgers and tax filing queries.