Use the links below to find out how to use our sales management module including client billable & invoicing.

Client Billable

• Sending Items for Customer Approval
• Checking If a Customer has Approved an Item
• Authorising Billable Items as a Customer

Invoicing

• Creating an Invoice
• Changing the Bank Details on an Invoice
• Changing the Currency of an Invoice
• Approving an Invoice as a Customer
• Partial Payment
• Exporting an Invoice Statement
• Sending a Saved Invoice to a Customer
• How to Credit Note an Invoice
• Invoice Statements- Exporting and Generating Customer Statements  

Purchase Orders

• Creating a Purchase Order

Quotes

• Creating a Quote

Inventory

• Adding an Item to the Inventory
• View and Edit Stock 

Still got a question? Check out our Sales Management FAQs.