Sales and Invoicing (Money In)
4 Docs
How to Add a New Client
Last Updated: 10 November 2025You’ll need to add a client before you can send them an invoice. Your client is now saved, and you can select them from a dropdown menu when creating invoices or quotes.
Creating & Sending Your First Invoice
Last Updated: 10 November 2025This is the most important part of getting paid!
How to Record a Payment
Last Updated: 10 November 2025When a client pays you, you need to record that payment to mark the invoice as “Paid.” Method 1: From the Invoice The invoice status will automatically update to Paid, and your income will be reflected in your reports. Method 2: From the Bank Transaction (if applicable) If you have connected your bank account and...
Creating Quotes & Estimates
Last Updated: 10 November 2025f you need to send a client a quote before starting work, you can use the Quotes (or Estimates) feature.