Sales and getting paid
Invoice your customers, keep your products and prices in one place, and record what they pay.
All topics
Topics
Start here
Common tasks
- Start a new invoice Open Invoices and navigate to the invoice-creation screen without saving, approving, or sending an invoice. 2 min
- Start a new customer record Open Customer Management and navigate to the new-customer screen without saving a customer. 2 min
- Start a new product or service Open Products and Services and display the New Item form without saving an item. 2 min
- Start a new estimate Open Estimates and navigate to the estimate-creation screen without saving or sending an estimate. 2 min
- Start a new credit note Open Credit Notes and navigate to the credit-note creation screen without saving or posting a credit note. 2 min
- Open Record a payment for an invoice Display the manual payment form for an eligible unpaid invoice without confirming or writing a payment. 2 min
Invoices, estimates and credit notes
Customers, products and stock
Get paid
Invoice settings and templates
- Review invoice reminders and discount accounts Invoice Settings brings invoice reminders and default discount accounts onto one page. 1 min
- Review Document Templates Document Templates is the catalog of presentation templates used for documents sent to customers and suppliers. 1 min
- Review text templates for documents and emails Text template lists reusable text for documents and email messages. 1 min