Sales

Customers, quotes, invoices, payments

• CustomersAdd a customer quickly or with the full form, record their TRN and place of supply, and edit, archive or delete them later.
• Products and services: units and HS codeSave the goods and services you sell with a price, tax code, an official unit of measure and, for goods, an HS code.
• Quotes and converting a quote to an invoiceCreate a quote, issue and send it to your customer, record their answer, and turn an issued quote into a draft tax invoice.
• Create and issue a tax invoiceSave a draft invoice, issue it so it gets its number and posts to the books, and correct it the right way once it is issued.
• Record a customer payment: bank charges and foreign currencyRecord money received against an issued invoice, including bank charges the bank deducted and the exchange rate for a foreign-currency payment.

Other topics

• Getting started
• Purchases
• Banking and accounting
• VAT, Corporate Tax and eInvoicing
• Payroll and WPS
• Frequently asked questions