Create Invoice / Estimate / Purchase Order / Credit Note
Assign a Client (Customer | Supplier) to an Invoice
Add Item to an Invoice
Create a New Client (Customer | Supplier) from Invoice
Create a new item from document
Edit, Delete Added Item from Invoice
Change Tax Calculations from Exclusive to Inclusive or Vice Versa
Add, Edit, Delete Receipt
Add Payment
Email, Download, Preview and Print Document
Send Payment Receipt to Client (Customer | Supplier)
Edit, Delete Invoice
Create a Duplicate Copy of Invoice
Create a Duplicate of Estimate | Purchase Order as Invoice
Clear | Remove assigned client (Customer | Supplier) from an Invoice
Credit Notes – Overview
Use of reference/order number field
Email Status
Use of Adjustments field | Change Adjustments/Grand Total label text from document
Not able to remove / change assigned client from a document
Preview Delivery Note
Make Multi-Currency Documents
Change Dates and Payment term in a Document
Set default label text for Adjustment and Grand Total
Mark as Sent

Management

8

Changing Payment Status from Unpaid to Paid / P. Paid or vice versa
Filter / Sort Invoices
Sort clients list (Customers | Suppliers)
Sort items list
Sort Taxes List
Issuing Refund, Applying and Closing Credit Note
Mark as Paid | Mark as Closed
Rearrange/Change the order of added items in invoice

Clients

9

Assign a Client (Customer | Supplier) to an Invoice
Create a New Client (Customer | Supplier) from Invoice
Create New Invoice with Client (Customer | Supplier) associated
Client Folders
Add New Client (Customer | Supplier)
Edit, Delete Client (Customer | Supplier)
Clear | Remove assigned client (Customer | Supplier) from an Invoice
Use of Custom fields available in client (Customer | Supplier) and Company Profile
Not able to remove / change assigned client from a document

Items

3

Create a new item from document
Create / Add new item
Edit, Delete Item

Taxes

5

Add Tax (Primary/Compound)
Set Default Tax
Edit, Delete Tax | Group Tax
Add Group Tax
Apply Tax | Group Tax to an item in an Invoice

Late Fees

2

Add, Assign a Late Fee
Edit, Delete a Late Fee

Discount

3

Add item level discount in Invoice
Set a discount option as default | Change discount option for particular Invoice
Overview of Different Discount Options

Reports

2

Dashboard Overview
Generate, View & Download Reports

Preferences

5

Change Preferences
Set a Time Zone
Set Date Format and Default Payment term
Enable Item code field and Change its label text
Set default label text for Adjustment and Grand Total

PDF Customization

1

PDF Customization Introduction

Body

8

Add Comments in Invoice
Add Payment Details
Upload Barcode/QR code image and insert payment URL/link
Set a discount option as default | Change discount option for particular Invoice
Use of Adjustments field | Change Adjustments/Grand Total label text from document
Set Date Format and Default Payment term
Enable Item code field and Change its label text
Set default label text for Adjustment and Grand Total

Header

4

Change PDF Headers
Upload Company Logo
Manage Company Details
Change / Set Invoice ID (Number)

Footer

5

Add Footer / Disclaimer
Capture Client (Customer | Supplier) Signature
Capture Client Signature via Unique Secure Public URL
Upload Company Signature
Capturing Signature (Different Methods)

Design

3

Change PDF font size and font
Change / Set Color
Add Header and Watermark Images

Others

3

Change the Language
Change Number Formatter
Set a Time Zone

Company Details

4

Upload Company Logo
Upload Company Signature
Manage Company Details
Use of Custom fields available in client (Customer | Supplier) and Company Profile

Account Management

5

Change Account Password
Forgot Password
Account Reset
Logout
Delete Account

Subscription

3

View Plan Details
Use of Sync option to get newly subscribed plan on iOS, Android, and Mac app
Subscribe/ Purchase / Renew / Upgrade Plan

Troubleshooting

4

Glitches and General App Issues
Setup Mail account for sending Invoice via email
How to bookmark a web page in different browsers
Activate inactive account

Referral

1

Share Referral link

Manage Multiple Companies

1

Manage Companies

Manage Multiple Users

1

Manage Users

View Categories

Home
Docs

Getting Started

Creation

Management

Clients

Items

Taxes

Late Fees

Discount

Reports

Preferences

PDF Customization

Body

Header

Footer

Design

Others

Company Details

Account Management

Subscription

Troubleshooting

Referral

Manage Multiple Companies

Manage Multiple Users

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