Features and Tools

Client’s signature

Sign invoice by a client

Written by Johann
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

Written by Johann
Updated over a week ago

Email on website

How emailing on our website works and how to set up own SMTP settings

Written by Johann
Updated over a week ago

Email attachments

Send images, photos and files with invoices

Written by Johann
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 Johann
Updated over a week ago

Invoice rating

Get feedback from your customers

Written by Johann
Updated over a week ago

Thank-you messages

Send thank you messages to your clients

Written by Johann
Updated over a week ago

Recurring Invoices

How to create, set and send recurring invoices

Written by Johann
Updated over a week ago

History and events

History and events of your documents

Written by Johann
Updated over a week ago

Notifications

Get notifications on mobile devices and on the website

Written by Johann
Updated over a week ago

Statements

Create and email Statements for your clients

Written by Johann
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 Johann
Updated over a week ago

Accountant's account

Written by Johann
Updated over a week ago

Barcode scanner

Written by Johann
Updated over a week ago

Filtering, Search and Sorting

Written by Johann
Updated over a week ago

Import

Import clients and items

Written by Johann
Updated over a week ago

Fiscal year

Set the beginning of your tax year or fiscal year

Written by Johann
Updated over a week ago

Export

Export invoices, clients and items to XLS, CSV or PDF files

Written by Johann
Updated over a week ago

Inventory Management

Manage your stock and inventory

Written by Johann
Updated over a week ago

Recurring Expenses

How to create and configure recurring expenses

Written by Johann
Updated over a week ago

Cash Receipt

Create a cash receipt

Written by Johann
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 Johann
Updated over a week ago

Dashboard and Statistics

Written by Johann
Updated over a week ago

Reminders

Send reminders to clients for due invoices

Written by Johann
Updated over a week ago

Incoming invoices and bills

Save received bills and incoming invoices from email to your expenses

Written by Johann
Updated over a week ago

Fast and mass expense upload

Brisk and bulk upload of your expenses, bills and receipts

Written by Johann
Updated over a week ago

API and Online Store modules

Written by Johann
Updated over a week ago