Getting set up: the five-step wizard
What the setup wizard covers, what to have ready before you start, and where our team enters the rest with you.
Guides
Plain explanations of how Polaris works: what each part does, what to have ready, and where our team does the setup with you. These are concept guides, not screenshot tours — screens change, and for anything hands-on we would rather set it up with you on WhatsApp.
6 guides
Creating and sharing your first invoice on WhatsApp
How a Polaris invoice is built, how it reaches the customer on WhatsApp in one tap, and what needs to be in place first.
Understanding aging buckets and reconciliation
How unpaid amounts move through the aging buckets — Current, 1–30, 31–60, 61–90 and 90+ days — how payments match against bills, and what the reconciliation audit trail records.
FBR Annexure C export
How Polaris builds the Annexure C CSV from your bills, which reports to cross-check it against, and what filing still involves.
The customer balance app
A read-only app where each customer signs in with their phone number, a password and your shop code to see their own khata, and what to enter before you hand it out.
User roles and permissions
How the 157-permission model works, what the audit trail records, and how to plan roles for your staff before we configure them with you.
Ask us directly
A question no guide covers gets answered on WhatsApp at +92 335 070 6014 or by email at support@polariserp.app. It is the same team that does onboarding.
Message us on WhatsApp