Tutorials
Getting Started
- Company setup
- Customer Setup
- Create Customer manually
- Import Customer from Contacts
- Preferences
General Navigation
- Create new entries
- Update/Modify entries
- Delete entries
- Tables: sort, move, re-size
- Notes: font, color, images, links
- Tags
- Search
- Export Data
- Help
Items, Jobs and Timesheets
- Items
- Product Groups
- Jobs/Projects
- Timesheets
Invoices and Quotes
- Invoice:
- Create Invoice
- View PDF Invoice
- View Packing List
- Quote:
- Create Quote
- View PDF Quote
Payments and Dashboard
- Payments
- Customer Statements
- Dashboard
Getting Started
- Company setup
- Customer Setup
- Create Customer manually
- Import Customer from Contacts
- Preferences
General Navigation
- Create new entries
- Update/Modify entries
- Delete entries
- Tables: sort, move, re-size
- Notes: font, color, images, links
- Tags
- Search
- Export Data
- Help
Items, Jobs and Timesheets
- Items
- Product Groups
- Jobs/Projects
- Timesheets
Invoices and Quotes
- Invoice:
- Create Invoice
- View PDF Invoice
- View Packing List
- Quote:
- Create Quote
- View PDF Quote
Payments and Dashboard
- Payments
- Customer Statements
- Dashboard
Time Tracker
- Time Tracker