Help Center
How do I do that?
Step-by-step guides for every part of the system, written in plain language.
Getting started
Set your company up and raise your first invoice.
How the system works
The things that work the same way on every screen.
Finding your way around
The menu, the search box and the things that sit in every corner of the screen.
Every list works the same way
Searching, filtering, choosing columns, and opening a record to edit it.
Every form works the same way
Required fields, saving, keyboard shortcuts and the unsaved-changes warning.
How documents work: draft, confirmed and beyond
What changes when you confirm something, and what you can still do afterwards.
Why can't I edit or delete this?
Every reason the system refuses a change, and what to do about each one.
Turning one document into the next
The rules that apply every time the system creates one document from another.
Sales
Quotations, orders, invoices, deliveries and credit notes.
Customers
Adding the people you sell to, and keeping their details up to date.
Quotations
Quoting a price, sending it out, and turning an accepted quote into an order.
Sales Invoices
Billing a customer, and everything you can do with an invoice once it exists.
From quotation to money in the bank
The whole sales journey, and the two different routes through the middle of it.
Deliver first, bill later
Sending goods out against an order, then putting several deliveries on one invoice.
Bill first, deliver later
Invoicing an order in parts, and sending the goods out afterwards.
Taking goods back and crediting a customer
Returns, cancellations and credit notes — and when each one is the right answer.
Purchases
Purchase orders, goods received and supplier bills.
Stock
Your stock list, stock movements and stock counts.
Cash Book
Recording money you receive and money you pay out.
Receipts
Recording money a customer has paid you, and matching it to their invoices.
Payments
Recording money you have paid a supplier, and matching it to their bills.
Settling a document in a different currency
Matching one receipt or payment against invoices raised in another currency, and the exchange difference that follows.
Reports
Finding out what your figures are telling you.
InvoiceNow
Sending and receiving invoices electronically.
Settings
Company details, numbering, templates and defaults.
Company Profile
Your business details, logo and tax registration — what appears on every document.
Accounting Defaults
The choices the system makes for you when you do not make them yourself.
Financial Periods
Your accounting months, and closing one so nobody can change the past.
Importing your existing data
Bringing customers, suppliers, stock and opening balances in from a spreadsheet.
Working in more than one currency
Switching on the currencies you trade in, and how exchange rates are handled.
People and access
Inviting your team and deciding what they can see.