Getting Started
Customers
Accounting
- Bank & Cash Accounts
- Adding Bank & Cash Account
- Account Balances
- Deposit
- Expenses
- Account to Account Transfer
Sales
- Creating Invoice
- Managing Invoice
- POS
- Recurring Invoice
- Creating Quote
- Managing Quotes
- Invoice Payments
CRM
Support
Knowledgebase
Orders
Products & Services
Reports
Utilities
- Activity Log
- Email Message Log
- Invoice Access Log
- Database status
- CRON Log
- Integration Code
- System status
- Terminal
Appearance
Settings
- General Settings
- Staff
- Roles
- Localization
- Currencies
- Payment Gateways
- Expense Categories
- Income Categories
- Tags
- Payment Methods
- Sales Taxes
- Email Settings
- Email Templates
- Custom Contact Fields
- Automation Settings
- API Access
- Choose Features
- Checking Version
- Langugage Settings
- Timezone
Changelog
How to
- Generate invoice automatically after placing order
- Upload admin profile picture
- Add Custom Javascript Code
- Give access to an employee that only allows to access certain data
- How to modify prefix
- Editing Template File
- How to generate Demo data
- Import Data
- Moving to HTTPS
Troubleshooting
Dashboard
The Dashboard is your Business Snapshot with Financial Health of your Business.
The Dashboard provides you with a quick overview of your business status.
- Net worth
In business suite, it's the total value of your bank accounts balance. - Cash Flow
How much you made and how much you spent last 12 months. - Expense by category
- Numbers
Total of customers, leads etc. - Income vs Expense
You will find 2 widgets. One for Income and Expenses breakdown by days of current month. Another is a pie chart which shows how much did you earned this month and how much did you spent. - Account Balances
- Calendar quick view
- Invoice statistics
Total invoice generated, total paid amount etc. - Sales
