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 Products
• Import a Bank Statement Manually
• Import a Bank Statement Automtically (Bank Feeds)
• Automatic PayPal Import
See all 7 articles

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

• Stripe Integration
• Vend Integration
• Yodlee Bank Feeds