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Getting started
Getting started
20 articles in this collection
Written by
Johan
First things first
A brief intro on how to get started
Written by
Johan
Updated over a week ago
Set up business details
Enter your business details which, will appear on your invoices and other documents.
Written by
Johan
Updated over a week ago
Add logo and signature
Written by
Johan
Updated over a week ago
Invoice template settings
Change default settings such as color, layout and template. Hide, show or rename labels and texts
Written by
Johan
Updated over a week ago
Create an invoice
Create your first invoice
Written by
Johan
Updated over a week ago
Preview an invoice
Written by
Johan
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
Written by
Johan
Updated over a week ago
Create items
Create products and services
Written by
Johan
Updated over a week ago
Email an invoice
Email and send invoices
Written by
Johan
Updated over a week ago
Create clients
Create, edit and delete clients. Client lists and import from contacts
Written by
Johan
Updated over a week ago
Create an expense
Create a new expense
Written by
Johan
Updated over a week ago
Print an invoice
Written by
Johan
Updated over a week ago
Share an invoice
Share an invoice by sending an online link
Written by
Johan
Updated over a week ago
Duplicate invoice
Written by
Johan
Updated over a week ago
VAT and tax
Change your vat, tax settings (IRPF, HST) or fiscal year
Written by
Johan
Updated over a week ago
Payment options
Set up online payments and bank details
Written by
Johan
Updated over a week ago
Document types and differences
Pro forma, quote, estimate, purchase order, credit note and delivery note
Written by
Johan
Updated over a week ago
Create credit notes
How to create a credit note from an invoice or from scratch
Written by
Johan
Updated over a week ago
Create delivery note
Create a new delivery note or from other documents
Written by
Johan
Updated over a week ago
Create invoices from other documents
Create an invoice from estimate, quote, order or proforma invoice
Written by
Johan
Updated over a week ago