Quick start: your first certificate

From an empty account to a signed PDF, without touching Tally. About ten minutes.

Add the client

1. 1

   Open Clients and choose Add client

   Or use New at the top of any page.

2. 2

   Enter the name

   Full name is the only field you need to begin.

3. 3

   Add the PAN and address if you have them

   They print on the certificate. You can add them later.

4. 4

   Save

Start the certificate

1. 1

   Open New at the top right

   Its Certificates column lists every purpose. Open it from your client's page and the client is already chosen.

2. 2

   Pick Visa / Foreign Embassy

   Under Net Worth & Financial Position, and the commonest. The other net worth purposes work the same way. Visa net worth certificate, in the dashboard's Quick start, goes to the same wizard.

Fill the six steps

1. 1

   Basic Details

   Choose your client under Select Existing Clients, then set the Certificate Date and Engagement Date. Leave the embassy fields and the currency blank for now.

2. 2

   Financial Assets

   Add one bank account — bank name, account number, holder, balance. Enough to see it work.

3. 3

   Market Assets

   Skip it. An empty section prints nothing.

4. 4

   Physical & Other

   Skip it too, or add a property if you want to see the schedule fill out.

5. 5

   Liabilities

   Add a loan, or skip. Net worth is assets less liabilities either way.

6. 6

   Review & Issue

   Check the net worth summary, pick the issuing firm, and enter a UDIN.

Export it

Create certificate, at the foot of the last step, takes you to the A4 editor, showing the certificate as it will print. Most need no editing at all.

Choose Export PDF, at the foot of the editor, and you have the PDF.

Generating this certificate costs credits. You are shown the exact cost in the confirmation before it runs, and the current price list is on Settings → Credits and billing.

What you have learned

Clients are reused

That client is now available to every document you make for them.

Net worth is computed

You entered holdings; OptiVida totalled them. There is no field for the total.

Charging happens at export

Not when you start, and not while you work.

Re-exporting is free

A certificate is charged once, ever. Fix a typo and export again at no cost.