9.1 Accounts
9.1.1 Create Account: Accounts can be found under "Finance" Finance in the main menu. 2. To add a new account, click on “New Accounts”. 3. For Cash Account: Set the toggle button as shown to create a cash account. For Bank Account: Set ...
9.2 Invoice
9.2.1 How to manage Invoice: 1. Invoices can be found under "Finance" in the main menu. 2. Created Invoices are listed in the overview of the invoice page. Search(1): Click on the " Search" icon to search for a particular invoice. Filter Colu...
9.2.1 Invoice Payments
9.2.1.1 Invoice Payments: 1. All the payments received towards this invoice are listed in the payments tab. 2. To add the new payments click on "+" . 3. Fill in all details and click on save. 4. You can see the payments balance on the details tab.
9.3 Expenses
9.3.1 How to manage Expenses? 1. Expenses can be found under "Finance" in the main menu. 2. Expenses created are listed in the overview of the expenses page. Search(1): Click on the " Search" icon to search for a particular expense. Filter ...
9.4 Deposits
9.4.1 How to manage a deposit? Deposits can be used to keep track of all the payments received by the business like a deposit made by a customer. Invoice payment is automatically displayed in the deposit area under the category internal. 1. Deposi...
