Getting started

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20 articles in this collection
Written by Jan

First things first

A brief intro how to get started
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Written by Jan
Updated yesterday

Set up business details

Enter your business details which will appear on your invoices and other documents.
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Updated over a week ago

Add logo and signature

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Written by Jan
Updated over a week ago

Invoice template settings

Change default settings such as color, layout and template. Hide, show or rename labels and texts
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Written by Jan
Updated over a week ago

Create an invoice

Create your first invoice
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Written by Jan
Updated over a week ago

Add payment/Mark as paid

Add and remove payments. Mark an invoice as paid by adding a payment or add partial payments and deposits
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Written by Jan
Updated over a week ago

Preview an invoice

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Written by Jan
Updated over a week ago

Email an invoice

Email and send invoices
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Written by Jan
Updated over a week ago

Create a client

Create and edit clients, client lists and import clients from contacts
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Written by Jan
Updated over a week ago

Create items

Save items, products and services
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Written by Jan
Updated over a week ago

Create Expense

Create a new expense
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Written by Jan
Updated over a week ago

Print an invoice

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Written by Jan
Updated over a week ago

Share an invoice

Share an invoice by sending an online link
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Written by Jan
Updated over a week ago

Duplicate invoices

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Written by Jan
Updated over a week ago

VAT and tax

Change your vat, tax settings, IRPF and HST
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Written by Jan
Updated over a week ago

Payment options

Set up online payments and bank details
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Written by Jan
Updated yesterday

Document types and differences

Explaining differences between proforma, quote, estimate, purchase order, credit note and delivery note
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Written by Jan
Updated over a week ago

Create credit note

How to create a credit note from an invoice or from scratch
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Written by Jan
Updated over a week ago

Create delivery note

How to create a delivery note from other documents
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Written by Jan
Updated over a week ago

Create Invoice from another document

Create invoice from estimate, quote, order or proforma invoice
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Written by Jan
Updated over a week ago