Create Invoice / Estimate / Purchase Order / Credit Note

Knowing how to create documents (Invoice, Estimate, Purchase Order, Credit Note) is essential for managing your business. It allows you to record the business you've completed, stay organized, save time and get paid faster.

Assign a Client (Customer | Supplier) to an Invoice

Assign / Associate a Client to a document (Invoice / Estimate / Purchase Order / Credit Note)

Add Item to an Invoice

Add items to your document (Invoice, Estimate, Purchase Order, Credit Note) to record the work that you have completed for your customers.

Create a New Client (Customer | Supplier) from Invoice

Create a new client from a document (Invoice, Estimate, Purchase Order, Credit Note)

Create a new item from document

Create a new item from a document (Invoice, Estimate, Purchase Order, Credit Note)

Edit, Delete Added Item from Invoice

Edit, Delete added item in a document (Invoice, Estimate, Purchase Order, Credit Note)

Change Tax Calculations from Exclusive to Inclusive or Vice Versa

Change tax calculations as required by your business : exclusive to inclusive or vice versa in a document (Invoice, Estimate, Purchase Order, Credit Note)

Add, Edit, Delete Receipt

Add, Edit, Delete Receipt in a document (Invoice, Estimate, Purchase Order, Credit Note)

Add Payment

Add payment in case of Invoice and Purchase Order. When recording a transaction for an invoice or purchase order, you can either manually add a full payment or multiple partial payments to record your customer's payments.

Email, Download, Preview and Print Document

Preview your finished document before you send it to your client to make sure all the information is correct. After previewing you can send that document via email to your customer. You can print documents from either your mobile device or from the web app. You can download the document for keeping a record to yourself.

Send Payment Receipt to Client (Customer | Supplier)

Send out a receipt to your client for paying an Invoice / Purchase Order / Credit note (refund receipt).

Edit, Delete Invoice

Edit, Delete / Multiple Delete documents (Invoice, Estimate, Purchase Order, Credit Note). Deleted documents are permanently deleted and its entry from reports also gets removed.

Create a Duplicate Copy of Invoice

You can easily create a duplicate copy of document (Invoice, Estimate, Purchase Order, Credit Note) without needing to re-enter information like the date, item, etc.

Create a Duplicate of Estimate | Purchase Order as Invoice

Estimates and Purchase Order can easily be converted directly to an invoice without needing to re-enter information like the date, item, etc.

Clear | Remove assigned client (Customer | Supplier) from an Invoice

Remove associated / assigned client from a document (Invoice, Estimate, Purchase Order, Credit Note)

Credit Notes – Overview

Information regarding Credit Note: 1) What is a credit note? 2) When it is used? 3) What are the Credit Note statuses used within the app?

Use of reference/order number field

Reference number field is an optional space where you can enter any number or a string which is related to the documents (Invoice, P.O, Credit Note)

Email Status

There are different email statuses used within the application and each status is represented by different color - Red, green and blue planes icon.

Use of Adjustments field | Change Adjustments/Grand Total label text from document

Change the label/Text of Grand Total and Adjustments as per your choice. Adjustments helps you to round off the Grand Total. Add any +ve or -ve charges that need to be applied to adjust the Grand Total Eg. +10 or -10.

Not able to remove / change assigned client from a document

If you are trying to change assigned client from a document (Invoice, PO, Credit Note) but not able to do it then this article is for you

Preview Delivery Note

A delivery note is a document sent with a shipment of goods that describes the goods and the quantities being delivered.

Make Multi-Currency Documents

Create multi-currency documents for your clients living in different countries.

Change Dates and Payment term in a Document

A payment term is an indication on an invoice of how quickly a merchant expects to receive payment in full from a buyer.

Set default label text for Adjustment and Grand Total

Mark as Sent

Mark as sent does not send e-mail to the customer. This only changes the e-mail status.