First steps
Import Your Information
Invoicing Settings
- How to manage your taxes
- Document Defaults & Number Lines
- Email templates & sending system
- Notifications for your recurring invoices
- Custom fields
- Currencies and exchange rates
Boards
Contacts
- What is the client portal?
- How to manage the contact list
- What is Contacts?
- How to create a contact
- How to view and manage information from the contact dashboard
- How to archive a contact
Products
Services
Sales - Invoices
- What is a sales invoice?
- How to manage a credit note
- How to create a simplified invoice or sales receipt
- Everything you need to know about the invoice creator
- How to create a Sales invoice
- Download and print sales invoices
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 is a pro forma invoice?
- Discover what a pro forma offers
- How to create a pro forma invoice
- How to download and print a pro forma
- How to send a pro forma to your clients
- How to delete a pro forma
Bills
- What is Expenses?
- Everything you need to know about the purchase list
- How to create a purchase invoice
- Pay a purchase invoice
- How to credit out a purchase invoice
- How to create and manage purchase refunds
Payrolls
Recurring Purchases
Inbox & Smart Scan
Banks
- How to create an inbound transfer
- How to account for payments
- How to add a bank, cash or a credit card
- How to import the bank statement
- How to perform bank reconciliation
- What is bank reconciliation?