Features and Tools

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27 articles in this collection
Written by Johan

Client’s signature

Sign invoice by a client
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Written by Johan
Updated over a week ago

Email in mobile apps

How emailing works and how to set up or change the outgoing email address on your iPhone, iPad or Android
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Written by Johan
Updated over a week ago

Email on website

How emailing on our website works and how to send email with SMTP
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Written by Johan
Updated over a week ago

Email attachments

Send images, photos and files with invoices
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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.
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Written by Johan
Updated over a week ago

Invoice rating

Get feedback from your customers
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Written by Johan
Updated over a week ago

Thank-you messages

Send thank you messages to your clients
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Written by Johan
Updated over a week ago

Recurring Invoices

How to create, set and send recurring invoices
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Written by Johan
Updated over a week ago

History and events

History and events of your documents
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Written by Johan
Updated over a week ago

Notifications

Get notifications on mobile devices and on the website
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Written by Johan
Updated over a week ago

Statements

Create and email Statements for your clients
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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
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Written by Johan
Updated over a week ago

Accountant's account

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Written by Johan
Updated over a week ago

Barcode scanner

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Written by Johan
Updated over a week ago

Filtering, Search and Sorting

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Written by Johan
Updated over a week ago

Import

Import clients and items
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Written by Johan
Updated over a week ago

Fiscal year

Set the beginning of your tax year or fiscal year
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Written by Johan
Updated over a week ago

Export

Export invoices, clients and items to XLS, CSV or PDF files
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Written by Johan
Updated over a week ago

Inventory Management

Manage your stock and inventory
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Written by Johan
Updated over a week ago

Recurring Expenses

How to create and configure recurring expenses
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Written by Johan
Updated over a week ago

Cash Receipt

Create a cash receipt
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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.)
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Written by Johan
Updated over a week ago

Dashboard and Statistics

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Written by Johan
Updated over a week ago

Reminders

Send reminders to clients for due invoices
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Written by Johan
Updated over a week ago

Incoming invoices and bills

Save received bills and incoming invoices from email to your expenses
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Written by Johan
Updated over a week ago

Fast and mass expense upload

Brisk and bulk upload of your expenses, bills and receipts
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Written by Johan
Updated over a week ago

API and Online Store modules

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Written by Johan
Updated over a week ago