When you create an invoice or any other document, sometimes you need to remind the client of the payment. To accomplish this, we create payment reminders.Directly from the invoice, you can create […]
When you create any document, sometimes you want to change the sequence number of your documents.To manage the sequence number on documents, navigate to Settings in Settings and click on […]
To change the Document title, open your relevant document and click on the pencil symbol below, then go to the field named “Document name” and change the document title. Also, […]
Follow these steps to learn how to create an expense. Step 1:- Go to “Expenses>>>Click on the plus icon” from your menu bar. Step 2:- Drag and drop an expense/receipt […]
In addition to creating documents, you can also delete documents. It can be an already made draft quote that you do not want to send or an already final invoice […]
You can also manually adjust a document number yourself to your invoice, product or tender. The following explains how you can do that. 1. Go to the screen where you […]
You can easily add an attachment to your invoice, quotation or other document. Think of adding the general conditions or the attachment of a quotation. The following explains how to […]
A confirmation order is a document that confirms the receipt and acceptance of an order. In the transport industry, the document confirms that a transport order has been placed. In other […]
Credit note is also known as credit memo, is a form or letter sent by a seller to a buyer, stating that a certain amount has been credited to the buyer’s […]