Sales and getting paid
Invoice your customers, keep your products and prices in one place, and record what they pay.
All topics
Start here
Start here
Invoices, estimates and credit notes
- Open a repeating invoice schedule New repeating invoice is the entry point for preparing a repeating invoice schedule. 1 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
- Start a new estimate Open Estimates and navigate to the estimate-creation screen without saving or sending an estimate. 2 min
- Start a new invoice Open Invoices and navigate to the invoice-creation screen without saving, approving, or sending an invoice. 2 min
Customers, products and stock
- 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
- Review a warehouse summary and products A warehouse detail page separates its Summary from its Products. 1 min
Get paid
- 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
- Review online-payment setup Open the disconnected Stripe setup state without starting external onboarding. 2 min
- Recognize an already-paid online invoice An invoice that has already been paid shows a PAID confirmation when you open its online payment page. 1 min
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