Features and Tools

Johan avatar
25 articles in this collection
Written by Johan

Duplicate invoices

Duplicate an invoice from a previous invoice
Johan avatar
Written by Johan
Updated over a week ago

Client’s signature

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

Notifications

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

Thank-you messages

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

Recurring Invoices

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

Mass actions and bulk operations

Export several invoices, add multiple payments or delete clients by using the box checkers
Johan avatar
Written by Johan
Updated over a week ago

History and events

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

Statements

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

Appointments

Johan avatar
Written by Johan
Updated over a week ago

Automatic reminders

Johan avatar
Written by Johan
Updated over a week ago

Accountant's account

Information on a bookkeeper/accountant account
Johan avatar
Written by Johan
Updated over a week ago

Barcode scanner

Johan avatar
Written by Johan
Updated over a week ago

Filtering, Search and Sorting

Johan avatar
Written by Johan
Updated over a week ago

Import

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

Fiscal year

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

Mass export

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

Inventory Management

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

Cash Receipt

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

Dashboard and Statistics

Johan avatar
Written by Johan
Updated over a week ago

Reminders

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

Fast and mass expense upload

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

API

Johan avatar
Written by Johan
Updated over a week ago