Knowledge Base
Financial frequent asked questions
- Knowledge Base
- Getting started
- Invoices
- Invoices
- Invoice settings
- Create a new invoice
- Create a recurring invoice
- Edit invoice name, number and dates
- Add client information to your invoice
- Add or Edit existing items to your invoice
- Add new product or service to your invoice
- Add new expense to your invoice
- Add new mileage to your invoice
- Add new time to your invoice
- Apply reverse tax to invoice items
- Remove and Duplicate an item
- Re-order position of items
- Payment method and notes
- Add/Change discount
- Add a deposit
- Add payment schedule
- Preview and send your invoice
- Add invoice attachment
- Recurring invoices
- Recording a payment
- Credit memos or refunds
- Search, Filter and view your invoices
- Understand status’ of your invoices
- Delete, duplicate, re-send an invoice
- Print your invoice
- Edit your invoice and change status
- Non-invoice income
- Payments
- Banking
- Accounting
- Products and Services
- Quotes
- Quotes
- Create a new quote
- Create a new quote
- Edit quote name, number and dates
- Add client information to your quote
- Add or edit existing items to your quote
- Add new product or service to your quote
- Add new expense to your quote
- Add new mileage to your quote
- Add new time to your quote
- Remove or Duplicate a quote item
- Re-order position of quote items
- Applying a discount
- Preview and send your quote
- Quote Settings
- Preview and send your quote
- Understand status’ of your quotes
- Edit your quote and change status
- Convert your quote to an invoice
- Search, filter and view your quotes
- Expenses
- Time
- Mileage
- Clients
- Team members
- Integrations
- Calendar
- Settings
- User menu
- Exporting your data
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