Submit a request
Sign in
AccountsPortal
General
General
Getting Started
Introduction
How does it work?
System Requirements
Quick Start Guide
My Profile
Updating your Email Address
Updating your Password
Changing the default organisation when you first log in
Billing and Subscriptions
Enable Billing
Disable Billing
Update your Card Details
Sales
View and Edit your Invoices
Create a Sales Invoice or Credit Note
Adding Items to an Invoice or Credit Note
Entering a Discount on an Invoice
Online Invoice Links
Printing Invoices
See all 13 articles
Purchases
View and Edit your Purchases
Create a Purchase Invoice or Purchase Credit Note
Adding Items to a Purchase Invoice or Purchase Credit Note
Printing a Purchase Invoice
Email a Purchase Invoice
Clone or Copy Purchase Invoices and Credit Notes
See all 11 articles
Contacts, Customers and Suppliers
About Contacts, Customers and Suppliers
Create a New Contact
View or Edit Contacts
Customer and Supplier Statements
Importing Contacts
Banking
General Receipt
Customer Invoice Payment
Processing Bank Statement Transactions
Transfer Money Between Bank Accounts
View or Edit Bank Transaction
Delete Bank Transaction
See all 15 articles
Reports
Profit and Loss
Balance Sheet
Trial Balance
Period Balance
Transaction Line Items
Products and Services
See all 10 articles
Settings
Invoice Brands and Templates
Financial Settings
Adding a Logo
Statements, Remittances and Receipts
Chart of Accounts
Transaction Numbering
See all 11 articles
Importing Information
Import Invoices and Credit Notes
Import Contacts
Import a Bank Statement
Automatic PayPal Import
Manually Import a PayPal File
Journals
Activate the Journals Tab
Clone or Reverse Journal entry
Add or Edit Journal entry
Taxes (VAT, GST, Sales Tax)
EU Digital Services / VAT MOSS Report
VAT on Digital Services to EU Customers
VAT/GST/Tax Report
VAT Report UK - Box by Box
VAT Report UK - Online submission to HMRC
Tax Rates
See all 8 articles
PayPal Integration
Pay with PayPal buttons
Manual PayPal Imports
Automatic PayPal Imports
How Do I?
Add a New Bank Account
Add a New Organisation
Allocate a Receipt to Multiple Customers
Allocate Credit Note to Invoice
Allocate Overpayment to Invoice
Allow someone else to view my information
See all 25 articles
Other Integrations
Vend Integration
Stripe Integration
Powered by Zendesk