How do I?

  • How do I add an expense type (category) ?

    Start by clicking on the “Money” button on the “Navigation Bar”: This will take you to the “Expenses” page. Here is where you can add a new expense type. To add an expense type simply click the “Add Expense Type” button at the top right side of the page: You will now see the “Add Expense Type” wi...
  • How do I add an inventory order?

    Start by clicking on the “Inventory” button on the “Navigation Bar”: This will take you to the “Inventory” page. From here you will want to click the “Inventory Orders” button on the top left side of the page: You will now be taken to the “Orders” page. From here you will want to click the “Add I...
  • How do I add a total invoice discount?

    Step 1Anytime you're creating an invoice you have full control over discounting the price. Navigate down to the "Options" menu at the bottom of the page and enter the dollar amount that you would like to discount next to "Invoice Discount". Notice that you have the option of choosing to discount ...
  • How do I adjust shipping on an invoice?

    Step 1Anytime you're creating an invoice you have full control over the cost of shipping. Simply click on the box next to "Shipping" on the lower right side of the page and enter the correct amount. The application will automatically adjust the total amount of the invoice for you.
  • How do I borrow an item from someone?

    Start by clicking on the “Inventory” button on the “Navigation Bar”: This will take you to the “Inventory” page. From here you will want to click the “Adjustments” button on the top left side of the page: You will now be taken to the “Adjustments” page. From here you will want to click the “Add A...
  • How do I create a favorite product list?

    You can create a list of your favorite products.  These may be the products you sell most often or those you would like to to promote.Start by clicking the "inventory" tab.Next chose the product you'd like to make a favorite.  You can search for the product in the search bar, find it from the cat...
  • How do I create an invoice?

    Start by clicking on the “Sales” button on the “Navigation Bar”: This will take you to the “Invoices” page. Here you can view past invoices as well as create new ones: To create a new invoice simply click the “New Invoice” button at the top right of the page: You will now be shown the “Add Invoic...
  • How do I mark an invoice as paid?

    Start by clicking on the “Sales” button on the “Navigation Bar”: This will take you to the “Invoice” page. Here you will find all of the invoices you have created in the past. Unpaid invoices will show the outstanding balance highlighted in red. When you are ready to mark the invoice as paid use ...
  • How do i mark product on invoice delivered?

    Once you create and save an Invoice products are not automatically marked as delivered. To mark them as “Delivered” you must first click on the “Deliveries” tab: This will bring you to the “Deliveries” page. You can now select the Products you want to mark as delivered by checking t...