First steps
Import Your Information
Invoicing Settings
- Document Defaults & Number Lines
- Email templates & sending system
- Notifications for your recurring invoices
- Custom fields
- Currencies and exchange rates
- Change the Default Number and Decimal Place Format for Currencies
Boards
Contacts
Products
Services
Sales - Invoices
- What's a sales invoice & how do I create one?
- Everything you need to know about the invoice creator
- Create a Sales Invoice
- Download and print sales invoices
- Send sales invoices to your customers
- Collect an Invoice
Sales - Recurring Invoices
Sales - Quotes
- What is a quote?
- Discover what a quote offers
- How to create a quote
- How to download and print a quote
- How to send a quote to your clients
- How to delete a quote
Sales - Pro forma
- What's a Pro Forma invoice?
- Discover what a pro forma offers
- How to create a pro forma
- How to download and print a pro forma
- How to send a pro forma to your clients
- How to delete a pro forma