ios invoicing

Getting Started

  1. Company Setup
  2. Customer Setup
    1. Manually
    2. Import from Contacts
  3. Preferences

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General Navigation

  1. Creating new entries
  2. Update/Modify entries
  3. Delete entries
  4. Notes: Font size/style
  5. Tags
  6. Search
  7. Help

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Items, Jobs and Timesheets

  1. Items
  2. Product Groups
  3. Jobs/Projects
  4. Timesheets

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Invoices and Quotes

  1. Invoices
    1. Creating Invoices
    2. View/Save/Print/Share PDF Invoice
    3. View Packing List
  2. Quotes
    1. Creating Quotes
    2. View PDF Quote

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Payments

  1. Payments
  2. Customer Statements

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