Frequently Asked Questions

Getting started

Do I need to install anything? No. Clorvia runs in your web browser at app.clorvia.com .

Is my first company set up automatically? Yes — when you sign up, a company is created for you. Just add your business details and GSTIN (your firm) to finish.

Companies & firms

What’s the difference between a company and a firm? A company is a separate business with its own books. A firm is the GST identity (name + GSTIN) that issues invoices within a company. One business with multiple GST registrations = multiple firms in one company. Separate businesses = separate companies. See Companies.

Can I run more than one business? Yes — create multiple companies and switch between them anytime. Their data never mixes.

Invoicing & GST

How does Clorvia decide CGST/SGST vs IGST? By comparing your firm’s state with the invoice’s place of supply — same state uses CGST+SGST, different states use IGST. See GST on Invoices.

Can I send quotations and delivery challans, not just invoices? Yes — choose the document type when you create the document. See Quotations, Orders & Challans.

Do I need e-invoicing (IRN/QR)? It applies once your turnover crosses the government threshold. Clorvia stores the IRN, acknowledgement, and QR on the invoice. If it applies to you, contact us about enabling generation. See E-Way Bills & E-Invoicing.

Items & customers

Can I charge different prices to different customers? Yes — set price levels on items and a price tier on each customer. See Pricing.

Can I add fields Clorvia doesn’t have? Yes — add custom fields to items, customers, and more. See Bulk Update & Custom Fields.

Records & data

I deleted something by mistake — is it gone? No. Deleted records can be restored. Look for the deleted/recycle filter on the relevant list.

How long does Clorvia keep my records? Your financial records are retained for the long term, in line with statutory requirements, so they’re available for filings and audits.

Reports

Where do I see profit, outstanding amounts, and the Balance Sheet? In Reports & Dashboards — build dashboards for live metrics and open the financial reports for P&L, Balance Sheet, and Trial Balance.

Account

How do I add my team? Invite them with a role from your company’s team settings. See Team & Roles.

How do I make my account more secure? Use a strong password and turn on two-factor authentication. See Security.

Didn’t find your answer? Contact support.