User Manual
2.0 LOGIN PROCESS Click on the "Login / Sign Up" button. Returning Users: Enter your registered email address and password, then ...
Mon, 5 May, 2025 at 3:50 PM
The Main Menu allows you to manage your account, company information, subscription plan, access help resources, and log out of the system. Click the ham...
Mon, 5 May, 2025 at 3:51 PM
The "Documents" section displays a list of previously created documents, including Quotations, Invoices, Credit Notes, Debit Notes, and Receipts. ...
Mon, 5 May, 2025 at 4:09 PM
Click the "+ New Document" button and select "Quotation". Fill in the required information and click (✔) icon to save quotation. ...
Mon, 5 May, 2025 at 4:10 PM
Click the "+ New Document" button and select "Invoice". Fill in the required information and click the (✔) icon to save invoice. ...
Mon, 5 May, 2025 at 4:10 PM
Click on the “+ New Document” icon and select “Credit Note”. Fill in the required details, then click the (✔) icon to save. Available Options: Te...
Mon, 5 May, 2025 at 4:10 PM
Click on the “+ New Document” icon and select “Debit Note”. Fill in the required details, then click the (✔) icon to save. Additional Notes: Templat...
Mon, 5 May, 2025 at 4:10 PM
Click on the “+ New Document” icon and choose “Receipt”. Fill in the necessary details, then click the (✔) icon to save. Additional Notes: Template:...
Mon, 5 May, 2025 at 4:11 PM
The Customer module allows you to view, add, and manage customer information, as well as generate customer statements for recordkeeping or reporting purpose...
Mon, 5 May, 2025 at 4:07 PM
The Items tab allows users to manage products or services that are frequently used in invoices, receipts, and other documents. Navigate to the Items ta...
Mon, 5 May, 2025 at 4:08 PM