• Login: Enter your 10-digit mobile number on the login screen and tap Send OTP. Enter the 6-digit OTP you receive via SMS to verify your identity.
• Profile Setup: If you are a first-time user, you will be taken to the Profile Setup screen after OTP verification. Enter your full name, select your gender, and tap Continue to complete registration.
• Dashboard: After logging in, you land on the Dashboard. It has three swipeable tabs: My Events (events you created), Shared Events (events you joined via code), and Visited Events (public events you have viewed). You can swipe left or right to switch between tabs, or tap the tab names at the top.
• Search Events: Use the search bar at the top of the dashboard to quickly find any event by its name or description.

• Create an Event: On the dashboard, tap the + New Event button at the bottom of the screen. A bottom sheet will slide up with two options. Tap Create Event. Fill in the event name and description, then tap Create. You will automatically become the Organizer of this event.
• View the Invite Code: Open your event. Tap the three vertical dots (⋮) in the top-right corner of the app bar. Tap Code Settings from the dropdown menu. You will see the 16-character join code and a copy button. Organizers can also tap Regenerate Code to create a new code (the old code will stop working).
• Join an Event: Tap the + New Event button at the bottom of the dashboard. Tap Join by Event Code. Enter the 16-character invite code shared by the organizer. You will instantly join the event as a Collector.

• Collections: Track money received (donations). Each row shows the donor name, amount, who collected it, and when.
• Expenses: Track money spent. Each row shows the expense description, amount, who added it, and when.
• Summary: An interactive overview showing total collected, total spent, remaining balance, top donors, and per-member contribution breakdowns. You can engage with different data visualizations to get insights into event finances.

• Auto-Donation Setup: If you are the Organizer, tap the three vertical dots (⋮) in the top-right corner of the event, and select Receive Donations (QR) to set up your UPI ID and UPI Registered Name. You can also customize which fields (like Phone, Address, etc.) the donors must fill in. The generated donation link will remain functional even if the event is kept private.
• Public Donation Link: Copy the generated public link and share it with your donors. When they open it, they will see a secure payment page with the event name, organizer, and a dynamically generated UPI QR code.
• Automatic Flow of Collection Entries: Donors can scan the QR code or click the copy icon beside the UPI ID to instantly copy it and pay using any UPI app. After paying, they must upload a screenshot/receipt of their payment. Notepay's AI assistant immediately verifies the screenshot (checking if the receiver's name matches your UPI Registered Name and validating the transaction). If verified, the entry is automatically logged directly into your event's Collections sheet.
• Manual Entry Fallback: If the AI verification fails or cannot extract the receipt details automatically, the donor will be shown a manual form to fill out their name, amount, and required custom fields, submitting it safely for organizer review.

• Add a New Entry: At the bottom of the Collections or Expenses table, tap the green + New entry row. A form will appear inline where you can type the name and amount. Tap Save to add the entry.
• Edit an Entry: Tap on any row in the table to select it. An edit form will appear where you can change the name, amount, and any custom fields. Tap Save to update. Note: Collectors can only edit their own entries. Organizers can edit any entry.
• Delete an Entry: While editing an entry, tap the delete option. A confirmation popup will appear asking you to confirm. Note: Collectors can only delete their own entries. Organizers can delete any entry.
• Duplicate Warning: If you try to add an entry with the same name and amount as an existing one, Notepay will show a warning popup asking if you want to add it anyway.

• Add a Custom Column: In the Collections or Expenses tab, look just below the search bar to find the donor/expense count. Tap the + Column button next to it. Enter a column name (e.g., "House No."), select your desired Column Width (Narrow, Medium, or Wide), and tap Save. The new column will instantly appear at the end of the table.
• Edit or Hide a Column: Tap on the name of any custom column header directly in the table. You can rename it, adjust its width, or tap Hide to completely hide it from view without deleting the data.
• Restore or Delete Hidden Columns: Tap the + Column button, then tap the Hidden Cols button. You will see a list of all columns you have hidden. Tap Restore to bring them back, or tap the red Delete button next to it to permanently remove the column and purge all its data from the database.

• Search: At the very top of the Collections or Expenses tab, use the Search donors… or Search expenses… input box to find specific entries instantly as you type.
• Sort & Filter: Tap the filter icon (the icon with slider lines) located inside the search bar, directly to the right of the search text. A menu will open with Sorting Options: Time Newest First, Time Oldest First, Amount High to Low, Amount Low to High, and Name A to Z. You can also tap the My Entries Only checkbox to filter out everything except the entries you personally collected.

• Enter Theater Mode: Tap the circular rotate icon next to the "Total" amount on any table. The screen will rotate to a wide, landscape-style spreadsheet view. You can also enter Theater Mode by rotating your phone horizontally.
• Navigate in Theater Mode: At the top, you can switch between Collections, Expenses, and Summary tabs. A search bar and filter icon are available at the top. Tap Close in the top-right to exit.

• Open Chat: Inside any event, tap the chat bubble icon floating at the bottom-right corner of the screen. A chat drawer will slide open from the right.
• Send Messages: Type your message in the text field at the bottom of the chat drawer and tap send. You can reply to specific messages and react with emojis by long-pressing on a message.
• Use the AI Assistant: Type @ai followed by your question and send it. For example: "@ai who donated the most?" or "@ai what is the remaining balance?". The AI reads the event's financial data and replies directly in the chat.

• Rename Event: Change the event's name and description.
• Code Settings: View the invite code, copy it, or regenerate a new one.
• Members: See all members with their roles. Tap a member's name to Restrict them (blocks all access), Promote to Organizer, or Demote an existing organizer back to collector.
• Receive Donations (QR): Tap to set up your UPI ID and UPI Registered Name, and choose donor-required fields. This option is always visible to the Organizer.
• Public Access: Toggle this ON to generate a shareable public link. Anyone with the link can view the event in read-only mode. Toggle it OFF to make the event private again.
• Share View Link: Appears only when Public Access is ON. Copies the public link so you can share it.
• Download PDF Report: Generates a professional PDF with all collections, expenses, and summary data for the event.
• Hide Collections Table / Hide Expenses Table: Temporarily hides a table from the event view. Tap again to show it.
• Deactivate Event: Locks the event. All collectors are immediately blocked. The join code will change when reactivated.
• Delete Event: Permanently deletes the event and all its data. This cannot be undone.

• Exit Event: Leave the event. You will need a new invite code to rejoin. Your previous entries will not be deleted.

• Open Profile: On the dashboard, tap the circular avatar (your initials) in the top-right corner of the app bar. This opens the Profile page.
• Edit Profile: On the Profile page, tap the Edit Profile button below your name. You can change your Full Name and Gender.
• Dark Mode: On the Profile page, under the Preferences section, toggle the Dark Mode switch on or off. Your preference is saved automatically.
• Logout: On the Profile page, scroll to the Session section and tap Logout. A confirmation popup will appear before signing you out.