Help center

Open an account, verify your email and use the quick start screen to prepare the program for first use.

Pick a customer, add lines, check the due date and save the invoice. If you like, record the payment on the same screen.

Record the money from a customer; choose which invoice it counts toward or let the program start with the oldest.

Record cheques and notes you receive from customers or issue to suppliers; send them to the bank when due, then mark them collected or bounced.

Add a customer or supplier, enter the opening balance, then pull and print the account statement for a date range.

Create a product card, enter opening stock, set a minimum level and choose how the program behaves when stock is short.

Start a count, count the products, review the differences and complete it to correct stock in one step.

Prepare the role and permission matrix first, then add the staff member with that role. There are no invitation emails; you give a temporary password.

Add your own field to customers, products or invoices: choose its type, make it required and show it in the list.

Prepare the quote, send it by link, wait for the customer’s acceptance and convert it to an invoice in one click.

Define a regular invoice such as monthly maintenance or a subscription once, and the program issues it when the time comes.

Enter a line with currency and rate and let the program calculate the equivalent in your base currency.

Set your own tax rates, and turn withholding on or off as you need.

Learn what to look at in the five report tabs, how to pick the period and how to export a report to Excel.

Create a link that needs no login for an invoice, quote or service form; close it or renew it.

The trial period, the payment screen, when renewal opens and what happens to accounts that do not pay.