Sales and invoicing
Find customers, products, sales documents, customer payments, and online-payment setup.
Start a new credit note
Open Credit Notes and navigate to the credit-note creation screen without saving or posting a credit note.
Start a new estimate
Open Estimates and navigate to the estimate-creation screen without saving or sending an estimate.
Start a new invoice
Open Invoices and navigate to the invoice-creation screen without saving, approving, or sending an invoice.
Start a new customer record
Open Customer Management and navigate to the new-customer screen without saving a customer.
Start a new product or service
Open Products and Services and display the New Item form without saving an item.
Recognize an already-paid online invoice
An invoice that has already been paid shows a PAID confirmation when you open its online payment page.
Sales and invoicing in Cybooks
Open the Sales and Payment workspace and find the available sales workflows.
Open Record a payment for an invoice
Display the manual payment form for an eligible unpaid invoice without confirming or writing a payment.
Review online-payment setup
Open the disconnected Stripe setup state without starting external onboarding.