Restore Points
Saved states of your business that you can go back to.
Why and when you use it
Before a big import, a bulk change or a major settings change, it is wise to have a way back. A restore point is a saved state of your business data. If something goes badly wrong, the owner can return to it. Use it with care: going back also removes work done after that point.
Before you start
- Be the owner or administrator
- Tell staff to pause entries during a restore
Step by step
- Open Restore PointsClick Restore Points in the sidebar. You see the saved states with their dates.
- Keep one before big changesBefore an import, Bulk Operations or a large Settings change, make sure a recent restore point exists.
- Decide carefully before going backGoing back to a restore point returns your business to that state. Entries made after it would need to be entered again.
- Note what will be lostList the invoices, bills and payments made after the restore point, so they can be re-entered.
- Restore and checkIf you go back, check key figures afterwards: stock, Receivables and recent invoices.
Worked example
On 28 Nov 2026 at Mehta Medicals, an accountant imported a medicine price file with the sale and purchase columns swapped. 900 products now show the wrong prices. No bills have been raised since.
- The owner opens Restore Points and finds the one saved before the import that morning.
- He confirms no invoices or payments were entered after it.
- He goes back to that restore point.
- He checks a few products in Inventory: prices are as before.
- The accountant fixes the file and imports it again, checking the preview.
Result: The wrong prices are gone without editing 900 products one by one.
💡 Tips
- Prefer fixing a few records by hand; use a restore point only for large mistakes.
- Check the Audit Log to see what happened after the restore point before deciding.
⚠️ Common mistakes
- Going back without checking for invoices made after the restore point, which removes real sales.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Open Restore Points and show the list with dates.
- Scene 2: Explain what going back means.
- Scene 3: Check the Audit Log for activity after the point.
- Scene 4: Verify figures after a restore.