First steps
Import Your Information
Invoicing Settings
- Document Defaults & Number Lines
- Email templates & sending system
- Notifications for your recurring invoices
- Custom fields
- Customise the side nav bar
- Currencies and exchange rates
Boards
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 - 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
Sales - Recurring Invoices
Sales - Sales Orders
- Find out more about the sales order list
- Create a sales order
- Download and print your sales orders
- Send a sales order to your customer
- Delete a sales order
- Convert your sales order to an invoice