Navigation and Search

Search

The search bar is located at the top of the Clients, Invoices, Quotes, Recurring Invoices, Paymen...

Filtering

The filter options are located at the top of the Clients, Invoices, Quotes, Recurring Invoices, P...

Installation

Email Setup

Task Scheduler

Upgrading

Adding a Client

Client Types

Lead Sources

Contacts

Localization Settings

Parent and Child Accounts

Notes

Client Settings

Emailing a Client

Creating a Quote

Sending a Quote

Converting a Quote Into an Invoice

Copying a Quote

Attaching Files to a Quote

Creating an Invoice

The Invoices List Screen

Emailing an Invoice

Entering a Payment

Copying an Invoice

Attaching Files to an Invoice

How Are QR Codes Used?

How Do Subscriptions Work?

Creating a Subscription

Copying a Subscription

Entering a Payment

Enabling Online Payments

Getting Your PayPal REST API keys

How Do Clients Pay Their Invoice Online?

Credit Memos and Pre-Payments

Entering an Expense

Billing an Expense to the Client

Copying an Expense

How to See Your Profit and Loss

What is the Dashboard?

Navigation Menu

Most Recently Used List

Recent Client Activity Widget

Task List Widget

Changing the Dashboard Layout and Widgets

KPI Cards

Creating a New User

Types of Users

Permissions

User Profiles

System User

Search

Tags

Filtering

System Settings

Dashboard Options

Payment Terms

Company Profiles

Payment Methods

Tax Rates

Item Lookups and Categories

Expense Vendors and Categories

Currencies

User Accounts

Custom Fields

Utilities and Logs

Importing Files

File Requirements and Templates

Setting Up Multiple Currencies

Time Tracking

Creating Logins for Clients

Client Statement

Expense List

Item Sales

Payments Collected

Profit and Loss

Revenue by Client

Tax Report

Subscription List

Invoices by Client

Credits and Pre-Payments

Moving your Installation