Getting Started
My Profile
Billing and Subscriptions
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
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
Contacts, Customers and Suppliers
Banking
- General Receipt
- Customer Invoice Payment
- Processing Bank Statement Transactions
- Transfer Money Between Bank Accounts
- View or Edit Bank Transaction
- Delete Bank Transaction
Reports
- Profit and Loss
- Balance Sheet
- Trial Balance
- Period Balance
- Transaction Line Items
- Products and Services
Settings
- Invoice Brands and Templates
- Financial Settings
- Adding a Logo
- Statements, Remittances and Receipts
- Chart of Accounts
- Transaction Numbering
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
Journals
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
PayPal Integration
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