3. Finance

3.1.1 How to manage Invoice: 1. Invoices can be found under Finance in the main menu. 2. You can use the icon bar to search, sort, filter and add a new invoice. 3.1.2 Create Invoice: 1. To create a new invoice, click on the "plus" icon.   2. E n...

3.1.1.1 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.

3.2.1 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...

3.3.1 How to manage Expenses? 1. Expenses can be found under Finance in the main menu.   2. Here all the expenses created are listed. You can search by clicking on the "Search" (1) icon. 3. By default, all the columns for the table are displayed....

3.4.1 Create Account: Accounts can be found under 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 the Toggle bu...