Getting started

First things first

A brief intro on how to get started

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Set up business details

Enter your business details which, will appear on your invoices and other documents.

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Add logo and signature

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Invoice template settings

Change default settings such as color, layout and template. Hide, show or rename labels and texts

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Create an invoice

Create your first invoice

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Preview an invoice

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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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Email an invoice

Email and send invoices

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Create clients

Create and edit clients, client lists and import clients from contacts

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Create items

Create products and services

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Create an expense

Create a new expense

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Print an invoice

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Share an invoice

Share an invoice by sending an online link

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Duplicate invoice

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VAT and tax

Change your vat, tax settings (IRPF, HST)

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Payment options

Set up online payments and bank details

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Document types and differences

Pro forma, quote, estimate, purchase order, credit note and delivery note

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Create credit notes

How to create a credit note from an invoice or from scratch

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Create delivery note

Create a new delivery note or from other documents

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Create invoices from other documents

Create an invoice from estimate, quote, order or proforma invoice

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