Getting Started with Clorvia
This page is the big picture: the exact order to set Clorvia up so everything works smoothly. Each step links to a detailed guide. The whole flow takes about 10–15 minutes, and you only do most of it once.
You work in Clorvia entirely from your browser at app.clorvia.com — nothing to download or install.
The onboarding flow
Create your account
Sign up with your email and a password (or continue with Google). Verify your email and you’re in. → Create Your Account
Set up your company
Your first company (workspace) is created automatically. Add your business name, address, GSTIN, and state — this becomes the firm that appears on your invoices. → Companies & Firms
Add your customers & suppliers
Create the people and businesses you bill or buy from — their name, GSTIN, address, and (optionally) a credit limit. → Customers & Suppliers
Add your items
Add the products or services you sell, with their selling price, HSN/SAC code, and GST rate. → Items & Inventory
Create your first invoice
Pick a customer, add items, and Clorvia builds a GST-compliant tax invoice. → Invoicing & Sales
Record payments
When a customer pays, record a receipt against the invoice so your outstanding balances stay accurate. → Payments & Receipts
Watch your numbers
Open Reports & Dashboards to see revenue, outstanding amounts, Profit & Loss, and your Balance Sheet. → Reports & Dashboards
A quick mental model
Clorvia is built around a few simple ideas:
- A company is one business with its own books. You can run several companies from the same login and switch between them anytime.
- A firm is the GST identity (name + GSTIN) that issues invoices for a company. Most companies have one firm; businesses with multiple GST registrations can add more.
- Items are what you sell. Parties are who you sell to or buy from.
- Transactions (invoices, payments, expenses) connect items and parties, and Clorvia keeps the accounting and reports up to date for you.
Tip: Do the setup steps in order. Adding customers and items first makes creating your first invoice a 30-second job.