How Mocha Accounting Works

Accessing Mocha Accounting

To access Mocha Accounting, you'll have to sign up for the free trial during which you can test the product for free. The free trial version of Mocha Accounting contains all the features in the Premium plan of Mocha accounting. If you are already a registered user, then you can directly log in to mocha accounting.

Dashboard

The Dashboard will give you a clear picture of your company's finances. It gives you an overview of the Total Receivables, Total Payables, Sales, Income & Expense, Expenses ledger, and Bank accounts.

Customize your Mocha Accounting account

Set up Mocha accounting as per your business needs. Learn how to update your email address and password, change the theme of your organization, change the default organization, and various other functions in mocha accounting. Learn more

Products and services

Product and services are the Inventory, non-Inventory or services in your organization. Add products and services and price lists into mocha accounting. Learn more

Customers & Vendors

Add your customers & vendors in Mocha accounting to create various sales and purchase transactions for them.

GST

Mocha is a GST-compliant software. We have tailor-made it to suit all your accounting needs for GST. Apply GST on your transactions.

Start Invoicing

Create and send invoices to your customers. Receive payments for all the invoices online or manually mark them as paid. You can track all the payments received in different accounts and also record partial payments for invoices.

Sales transactions

Create different sales transactions for your customers, such as:

• Invoices
• Credit memo
• Sales receipt
• Refund receipt

Purchase transactions

Create different purchase transactions for your vendors, such as:

• Bill
• Expenses
• Check
• Purchase order
• Vendor credit

Accounting

The accountant module takes care of all accounting-related aspects in Mocha accounting. This module consists of:

• Charts of accounts
• Journal entry
• Recurring transactions

Banking

The Banking module takes care of all Banking-related aspects in Mocha accounting. This module consists of:

• Bank deposit
• Credit card credit
• Transfer
• Reconcile

Settings

Configure general and module-specific settings of your organization. You can configure Users & Roles, Currencies, Taxes, Inventory, Recurring transactions, Templates, Reminders, Data Backup.

Documents

The Documents feature in Mocha accounting will help you streamline and store all your documents in one place. You can upload any document like receipts and attach them to transactions like expenses or bills.

Reports

The Reports module in Mocha accounting contains reports related to your business, accounting and taxes.