===============================================================================
                    LEDGERBIZZ PRO v3.0.0 - USER GUIDE
                      A Product of BrandGo Technologies
                      https://brandgotech.com
===============================================================================

🎯 WELCOME TO LEDGERBIZZ PRO
===============================================================================

LedgerBizz Pro v3.0.0 is a professional offline invoicing and business 
management solution designed for freelancers, small businesses, and entrepreneurs.

Create professional invoices, manage customers & products, track payments, 
and generate beautiful PDFs—all from one intuitive desktop application.

✨ WHAT'S NEW IN v3.0.0
===============================================================================

🆕 NEW FEATURES
• 📧 SMTP Email Integration - Send invoices automatically via Gmail, Outlook, etc.
• 🖨️ One-Click Print - Open PDFs in your default reader for instant printing
• 🎨 10 Professional PDF Templates - Choose from Classic, Modern, Corporate & more
• 🌙 Dark/Light Theme - Work comfortably in any lighting environment
• 🔗 Smart Document Linking - Convert Quotations → Invoices → Receipts seamlessly
• 📊 Enhanced Dashboard - Visual insights with charts and key metrics
• 🔐 Advanced License Tiers - PRO, ENTERPRISE & LIFETIME options

✨ KEY FEATURES
===============================================================================

📄 DOCUMENT MANAGEMENT
• Create 8 professional document types: Invoice, Receipt, Quotation, Delivery Note,
  LPO, Proforma Invoice, Credit Note, Debit Note
• Automatic document numbering with smart prefixes (INV-, RCT-, QUO-, etc.)
• Link documents together for complete workflow tracking
• 10 professional PDF templates (license-gated)

👥 CUSTOMER & PRODUCT MANAGEMENT
• Store unlimited customers with encrypted tax PINs (PRO+)
• Manage products/services with pricing and stock tracking
• Quick-select customers and products when creating documents
• Excel import/export for bulk operations (PRO+)

💰 PAYMENT TRACKING
• Track payment status: Paid, Partial, Unpaid, Pending, Completed
• Visual status indicators with color coding (Green/Orange/Red)
• Configure payment methods: Bank Transfer, PayPal, M-Pesa
• Outstanding invoice summaries on Dashboard

📊 REPORTS & ANALYTICS
• Dashboard with key metrics: Today's Sales, Pending, Total Revenue
• Monthly sales trend charts (matplotlib)
• Payment status breakdown (pie chart)
• Top customers by revenue ranking
• Advanced reports (ENTERPRISE+)

🎨 PROFESSIONAL PDF GENERATION
• Branded PDF documents with your logo, stamp, and signature
• Toggle stamp/signature visibility independently
• Customizable company information and payment details
• Terms & Conditions editor with show/hide toggle
• Multiple currency support (KES, $, €, £, etc.)

📧 EMAIL & PRINT INTEGRATION
• SMTP Configuration: Send invoices automatically via email
• Supports Gmail, Outlook, Yahoo, Office365, custom SMTP
• One-Click Print: Opens PDF in default reader for printing
• Mailto fallback: Opens default email client if SMTP not configured

🔐 SECURITY & LICENSING
• 100% offline operation - your data never leaves your computer
• Fernet encryption for sensitive fields (tax PINs)
• Hardware-bound licensing prevents unauthorized sharing
• License tiers: TRIAL, PRO, ENTERPRISE, LIFETIME

💾 BACKUP & RESTORE (PRO+)
• One-click backups with encrypted ZIP export
• Restore from backup files with confirmation
• Auto-backup before restore operations

📥 EXCEL EXPORT/IMPORT (PRO+)
• Export customers, products, and invoices to Excel/CSV
• Import customers and products from Excel/CSV
• Bulk data operations for efficient management

🌙 USER EXPERIENCE
• Dark/Light theme with persistence across sessions
• Responsive layout adapts to different screen sizes
• Professional CustomTkinter-based interface
• Contextual help and tooltips throughout

===============================================================================
🧪 TRIAL MODE - AUTOMATIC ACTIVATION
===============================================================================

✅ AUTOMATIC TRIAL START
• The 7-day free trial activates AUTOMATICALLY on first program launch
• No registration, no credit card, no email required
• Full access to test ALL features during trial period

⚠️ TRIAL FEATURE LIMITATIONS
During the 7-day trial, the following restrictions apply:

┌─────────────────────────────────────────┐
│ 📊 DATABASE LIMITS                      │
├─────────────────────────────────────────┤
│ • Maximum 5 customers in database       │
│ • Maximum 10 products in catalog        │
│ • Maximum 10 invoices/documents created │
└─────────────────────────────────────────┘

┌─────────────────────────────────────────┐
│ 🔒 DISABLED FEATURES                    │
├─────────────────────────────────────────┤
│ • Excel Export/Import functionality     │
│ • Backup & Restore functionality        │
│ • Advanced Reports (Enterprise features)│
│ • Only 3 of 10 PDF templates available  │
└─────────────────────────────────────────┘

┌─────────────────────────────────────────┐
│ 🏷️ VISUAL INDICATORS                    │
├─────────────────────────────────────────┤
│ • "TRIAL MODE" badge in sidebar         │
│ • Days remaining counter                │
│ • "TRIAL VERSION" watermark on PDFs    │
│ • Locked features show upgrade prompt   │
└─────────────────────────────────────────┘

🔄 AFTER TRIAL EXPIRES
• Application enters "view-only" mode
• You can still: View data, Export PDFs, Print documents
• You cannot: Create new invoices, Add customers/products
• All your data is preserved - upgrade anytime to restore full access

===============================================================================
💼 LICENSE TIERS & FEATURE COMPARISON
===============================================================================

┌────────────────────┬────────┬───────┬────────────┬──────────┐
│ Feature            │ TRIAL  │ PRO   │ ENTERPRISE │ LIFETIME │
├────────────────────┼────────┼───────┼────────────┼──────────┤
│ Price              │ Free   │ $40/yr│ $80/yr     │ $120 one │
│ Trial Duration     │ 7 days │ N/A   │ N/A        │ N/A      │
│ Customers Limit    │ 5      │ ∞     │ ∞          │ ∞        │
│ Products Limit     │ 10     │ ∞     │ ∞          │ ∞        │
│ Invoices Limit     │ 10     │ 100/yr│ ∞          │ ∞        │
│ PDF Templates      │ 3/10   │ 10    │ 10         │ 10       │
│ Excel Export/Import│ ❌     │ ✅    │ ✅         │ ✅       │
│ Backup & Restore   │ ❌     │ ✅    │ ✅         │ ✅       │
│ Advanced Reports   │ ❌     │ ❌    │ ✅         │ ✅       │
│ Multi-Device Use   │ ❌     │ 1 PC  │ 1 PC       │ ALL PCs  │
│ Technical Support  │ ❌     │ Email │ Priority   │ Priority │
│ Document Watermark │ ✅     │ ❌    │ ❌         │ ❌       │
└────────────────────┴────────┴───────┴────────────┴──────────┘

🔑 LICENSE ACTIVATION
• Purchase at: https://brandgotech.com/pricing
• Receive encrypted license key via email
• Activate in-app via Settings → License Information
• LIFETIME licenses work on ALL your computers

===============================================================================
🚀 INSTALLATION
===============================================================================

EXECUTABLE INSTALLER (Recommended for Most Users)
-----------------------------------------------------------
1. Download LedgerBizz_v3.0.0_Installer.exe from https://brandgotech.com
2. Double-click to run the installer
3. Follow the on-screen prompts:
   • Accept the End User License Agreement
   • Choose installation location (default recommended)
   • Create desktop shortcut (optional)
4. Launch LedgerBizz from Start Menu or Desktop
5. 🎉 Your 7-day free trial starts automatically!

SYSTEM REQUIREMENTS
┌─────────────────┬────────────────┬─────────────────┐
│ Component       │ Minimum        │ Recommended     │
├─────────────────┼────────────────┼─────────────────┤
│ Operating System│ Windows 10     │ Windows 11      │
│                 │ macOS 10.14    │ macOS 12+       │
│                 │ Ubuntu 18.04   │ Ubuntu 22.04+   │
├─────────────────┼────────────────┼─────────────────┤
│ RAM             │ 2 GB           │ 4 GB+           │
│ Storage         │ 500 MB free    │ 1 GB+ SSD       │
│ Display         │ 1280x720       │ 1920x1080+      │
│ Python (source) │ 3.8+           │ 3.10+           │
└─────────────────┴────────────────┴─────────────────┘

===============================================================================
🔄 QUICK START WORKFLOW
===============================================================================

EXAMPLE 1: Creating Your First Invoice
──────────────────────────────────────
1. Go to Documents tab
2. Select "Invoice" from document type dropdown
3. Select or add a customer
4. Add products/items with quantities and prices
5. Apply tax/discount if needed
6. Select PDF template (3 available in Trial)
7. Click "💾 Save Document"
8. Click "📄 Download PDF" or "📧 Email" to send

EXAMPLE 2: Tracking a Payment
─────────────────────────────
1. Find invoice in Documents → Saved Documents list
2. Click the status badge (e.g., "Unpaid")
3. Select new status: Paid/Partial/Unpaid
4. Status updates instantly on Dashboard

EXAMPLE 3: Setting Up Your Branding
───────────────────────────────────
1. Go to Settings → Branding Assets
2. Upload your company logo, stamp, signature
3. Toggle "Show on PDF" for stamp/signature
4. Save and create an invoice to see your branding

EXAMPLE 4: Configuring Email (PRO+)
───────────────────────────────────
1. Go to Settings → Email Configuration
2. Enter SMTP server details (e.g., smtp.gmail.com)
3. Enter email address and app password
4. Click "📧 Test Email Configuration"
5. Save settings and email invoices directly

===============================================================================
⚙️ ADVANCED CONFIGURATION
===============================================================================

SMTP SETUP BY PROVIDER
┌──────────┬─────────────────────┬──────┬─────────┬────────────────────────┐
│Provider  │ Server              │ Port │Security │ Notes                  │
├──────────┼─────────────────────┼──────┼─────────┼────────────────────────┤
│Gmail     │ smtp.gmail.com      │ 587  │ TLS     │ Use App Password;     │
│          │                     │      │         │ enable 2FA first      │
├──────────┼─────────────────────┼──────┼─────────┼────────────────────────┤
│Outlook   │ smtp.office365.com  │ 587  │ TLS     │ Enable SMTP AUTH in   │
│          │                     │      │         │ account settings      │
├──────────┼─────────────────────┼──────┼─────────┼────────────────────────┤
│Yahoo     │ smtp.mail.yahoo.com │ 587  │ TLS     │ Use App Password      │
├──────────┼─────────────────────┼──────┼─────────┼────────────────────────┤
│Custom    │ mail.yourdomain.com │ 587/ │ TLS/SSL │ Check with hosting    │
│          │                     │ 465  │         │ provider              │
└──────────┴─────────────────────┴──────┴─────────┴────────────────────────┘

GMAIL APP PASSWORD SETUP:
1. Go to https://myaccount.google.com/security
2. Enable 2-Step Verification
3. Search "App passwords" → Generate new password
4. Select "Mail" + "Other (LedgerBizz)"
5. Copy 16-character password → Use in LedgerBizz SMTP settings

PDF TEMPLATE SELECTION
• Templates are license-gated:
  - TRIAL: Templates 1-3 only (Classic, Modern, Corporate)
  - PRO/ENTERPRISE/LIFETIME: All 10 templates unlocked
• Select template when creating document or before PDF export
• Template preview available in Settings → Branding (future update)

THEME & APPEARANCE
• Toggle Light/Dark mode in Settings → Appearance → Theme Mode
• Theme persists across sessions
• All UI elements adapt: cards, inputs, charts, dialogs
• Charts use theme-aware colors for optimal readability


DEBUG MODE (Developers)
• Enable debug logging: Run with --debug flag
• View database directly: database/ledgerbizz.db (SQLite)
• Force delete stuck invoice: Documents → 🐛 Debug → Force Delete
• Reset app settings: Delete APP_DIR/settings.db (backup first!)

===============================================================================
📞 SUPPORT & RESOURCES
===============================================================================

GET HELP
• Email Support: support@brandgotech.com (24-48h response)
• Priority Support: enterprise@brandgotech.com (12h for Enterprise/Lifetime)
• Website: https://brandgotech.com
• Video Tutorials: https://brandgotech.com/tutorials (coming soon)

REPORT A BUG
When reporting issues, please include:
1. LedgerBizz version (Help → About)
2. Operating System & version
3. License tier (TRIAL/PRO/ENTERPRISE/LIFETIME)
4. Steps to reproduce the issue
5. Screenshots or error messages
6. (Optional) Exported debug log: Settings → Danger Zone → Export Logs

FEATURE REQUESTS
We love hearing your ideas! Email features@brandgotech.com with:
• Feature description & use case
• Expected behavior
• Priority (Nice-to-have / Important / Critical)
• Mockups welcome!

COMMUNITY
• Join our user community: https://brandgotech.com/community
• Share templates, tips, and workflows
• Vote on upcoming features
• Beta test new versions

===============================================================================
🔐 PRIVACY & DATA SECURITY
===============================================================================

YOUR DATA, YOUR CONTROL
• 100% Offline: LedgerBizz never phones home or uploads your data
• Local Storage: All data stored in SQLite database on your machine
• Encryption: Sensitive fields (tax PINs) encrypted with Fernet (AES-128)
• No Telemetry: We don't collect usage analytics or personal information

BACKUP BEST PRACTICES
✅ DO:
• Backup weekly to external drive or cloud storage
• Test restore process quarterly
• Keep multiple backup versions (3-2-1 rule)
• Encrypt backup files for sensitive business data

❌ DON'T:
• Store backups only on the same physical device
• Share backup files via unsecured channels
• Forget to update backups after major data changes


LICENSE COMPLIANCE
• Single User: Each license is for one individual/business entity
• Multi-Computer: LIFETIME licenses work on all your computers
• Team Use: Contact us for multi-user enterprise licensing
• Resale: Licenses are non-transferable; contact support for ownership changes

===============================================================================
🔄 UPGRADING FROM v2.x
===============================================================================

AUTOMATIC MIGRATION
When launching v3.0.0 with existing v2.x 
1. App detects older database schema
2. Automatic migration runs (backup created first)
3. New fields added: document_type, linked_from_invoice_id, etc.
4. Existing data preserved; new features enabled

MANUAL BACKUP (Recommended Before Upgrade)
1.Open LedgerBizz v2.x
2.Settings → Backup & Restore → Create Backup
3.Save backup file to safe location
4.Install v3.0.0
5.Launch → Restore from backup if needed


NEW FEATURES TO EXPLORE AFTER UPGRADING
1. ⚙️ Settings → Email Configuration → Set up SMTP
2. 📄 Documents → Create → Try different PDF templates
3. 🌙 Settings → Appearance → Switch to Dark Mode
4. 🔗 Documents → Link a Quotation to new Invoice
5. 📊 Reports → View enhanced charts and analytics

===============================================================================
📜 LICENSE AGREEMENT
===============================================================================

By using LedgerBizz Pro, you agree to the End User License Agreement (EULA).
Full EULA: https://brandgotech.com/eula or see LEDGERBIZZ_PRO_EULA_v3.0.0.txt

Key Terms Summary:
• Use the software for legitimate business purposes only
• Not reverse-engineer, decompile, or modify the application
• Not share license keys or circumvent activation
• Comply with local tax and invoicing regulations

===============================================================================
                    © 2026 BrandGo Technologies
                    All Rights Reserved Worldwide
                    
                    LedgerBizz Pro v3.0.0
                    Build Date: April 2026
                    
                    "Professional Invoicing, Simplified."
===============================================================================