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Features and Tools
Features and Tools
29 articles in this collection
Written by
Johan
Edit and delete variants
Edit and add variants in Products
Written by
Johan
Updated over a week ago
Create a variant
Create a new variant for your product
Written by
Johan
Updated over a week ago
Appointments
Written by
Johan
Updated over a week ago
Client’s signature
Sign invoice by a client
Written by
Johan
Updated over a week ago
Email in mobile apps
How emailing works and how to set up/change the outgoing email address on your iPhone, iPad or Android
Written by
Johan
Updated over a week ago
Email on website
How emailing on our website works and how to send email with SMTP
Written by
Johan
Updated over a week ago
Email attachments
Send images, photos and files with invoices
Written by
Johan
Updated over a week ago
Save as PDF
Save and download a document as a PDF file. Send with Whatsapp or any other app.
Written by
Johan
Updated over a week ago
Thank-you messages
Send thank you messages to your clients
Written by
Johan
Updated over a week ago
Recurring Invoices
How to create, set and send recurring invoices
Written by
Johan
Updated over a week ago
History and events
History and events of your documents
Written by
Johan
Updated over a week ago
Notifications
Get notifications on mobile devices and on the website
Written by
Johan
Updated over a week ago
Statements
Create and email Statements for your clients
Written by
Johan
Updated over a week ago
Automatic reminders
Set reminders to be sent automatically for unpaid invoices in a given period with pre-defined texts
Written by
Johan
Updated over a week ago
Accountant's account
Written by
Johan
Updated over a week ago
Barcode scanner
Written by
Johan
Updated over a week ago
Filtering, Search and Sorting
Written by
Johan
Updated over a week ago
Import
Import clients and items
Written by
Johan
Updated over a week ago
Fiscal year
Set the beginning of your tax year or fiscal year
Written by
Johan
Updated over a week ago
Export
Export invoices, clients and items to XLS, CSV or PDF files
Written by
Johan
Updated over a week ago
Inventory Management
Manage your stock and inventory
Written by
Johan
Updated over a week ago
Recurring Expenses
How to create and configure recurring expenses
Written by
Johan
Updated over a week ago
Cash Receipt
Create a cash receipt
Written by
Johan
Updated over a week ago
The "Create" button
How to create documents from other documents (invoice from quote, delivery note from invoice, cash receipt, etc.)
Written by
Johan
Updated over a week ago
Dashboard and Statistics
Written by
Johan
Updated over a week ago
Reminders
Send reminders to clients for due invoices
Written by
Johan
Updated over a week ago
Incoming invoices and bills
Save received bills and incoming invoices from email to your expenses
Written by
Johan
Updated over a week ago
Fast and mass expense upload
Brisk and bulk upload of your expenses, bills and receipts
Written by
Johan
Updated over a week ago
API
Written by
Johan
Updated over a week ago