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Invoicing
Create professional invoices, manage clients and products, and track payments.
6 videos
1
Setting up clients
Add clients with their company details, EIK number, and contact information.
Watch Video
2:30
Step 1
2
Managing products & services
Create a product catalog with prices, units, and descriptions.
Watch Video
2:15
Step 2
3
Creating an invoice
Build an invoice by selecting the client, adding line items, and setting payment terms.
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3:30
Step 3
4
Proforma invoices & credit notes
Create proforma invoices for quotes and credit notes for refunds.
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2:00
Step 4
5
Exporting invoices to PDF
Generate and download professional PDF invoices with your company branding.
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1:45
Step 5
6
Price lists
Set up customer-specific price lists with discount percentages.
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2:00
Step 6