Society Onboarding

Set up your society once: details, interest rules, bill headings, books and opening balances.

1. 1.Setup checklist: what to do in which orderEverything to set up before your first bill, in the right order, with what to keep ready and a link to the guide for each step.
2. 2.Sign up and sign inCreate your free SocietyBee account with your email, confirm it with a code, and sign in again later with a one-time code. There is no password to remember.
3. 3.Create your societyAdd your housing society to SocietyBee with its registration details, address, bill frequency and first bill period in a single form.
4. 4.Society basic details and bill settingsFill in your society's registration, address and bill settings on the first Society Information step, and see how the bill dates are worked out for you.
5. 5.Set the interest formulaChoose how many days members get to pay, how late-payment interest is charged, and how payments and rounding work on a bill.
6. 6.GST and TDS settingsSwitch on GST for member bills and TDS for vendor payments, and set the limits your society follows.
7. 7.Set up bill headingsAdd the charges that appear on every member bill, such as Maintenance, Sinking Fund and Water, and decide which ones earn interest or carry GST.
8. 8.Collection bank, WhatsApp reminders and bill commentsChoose the bank that receives payments, switch on WhatsApp due-date reminders and receipt messages, and add common notes that print on every bill.
9. 9.Bank books, cash book and chart of accountsSee the books your society starts with, add a bank account, set opening balances for cash and bank, and understand the account list and head groups behind your accounts.
10. 10.Opening balances and arrearsEnter what your society already holds and what members already owe on the day you start using SocietyBee, so your first reports and bills start from the right numbers.