Advanced features
Learn how to use additional features to enhance your workflow.
17 articles
Managing Your Business
More information on managing Business Processes
General Ledger TemplatesWhat are GL codes for and how to create them
Revenue groupsHow to create revenue groups
Automatic Item NumberingMake adding new stock for serialised products a breeze with this feature.
Order Items ViewView the items on orders and create dashboards & filters easily
Quick Depot TransfersEasily move serialised or bulk items to different depots with this quick and handy feature.
Taking PaymentsIf you have an order and you'd like to take a deposit, payment or refund against, read about how to set this up and use it.
Digital signature captureGet your PDF documents signed online
Order documentsPrint key documents on your Order
Add to BasketEasily create a quick price for your prospects or customers, create a basket, then easily convert to an order
Invoices and Credits
Creating and managing invoicing
Creating an Invoice RunHow to create an Invoice Run
Creating an Invoice BatchHow to create an Invoice Batch
Bulk E-Mail InvoicesSend out multiple invoices to your customers at the same time
Deleting an Invoice BatchHow to Delete an Invoice Batch
How to Create Invoice Run CodesWhat is an Invoice Run Code and How to Create them?