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Help Center
Sales
Getting Started
My company
Information
Preferences and Language
Fiscal Year
TVA
Top menu
My space
Tasks
Timesheet
My absences
Dashboard
Salary Sheets
Expenses
Projects
Sales
Customers
Services
Invoices
Payments
Products
Credit notes
Quotes
Purchases
Suppliers
Invoices
Payments
Quotes
Credit Notes
Human Resources
Employees
Salaries
Absences
Salary Policy
Employee Reports
Enterprise
Banking
Bank accounts
Bank imports
Bank reconciliation
Accounting
Chart of Accounts
General Ledger
Reports
Reports
My Reports
Profile
Profile Details
Preferences and Language
Location
Bank Details
Subscription
Switch User
Mandates
Customer Accounts
Sales
Customers, invoices, services and payments
Customers
How to Delete a Customer?
How to Filter Customers Grid?
How to Add a Customer?
How to Access Customers?
Services
How to Edit a Service?
How to Remove a Service?
How to Create a New Service?
How to Access Benefits?
Invoices
How to Create a Recurring Invoice?
How to Remove an Invoice?
How to Download an Invoice?
How to Cancel an Invoice?
How to Duplicate an Invoice?
How to Edit a Customer Invoice?
How to Import an Invoice?
How to Create an Invoice?
How to Filter Invoices?
How to Access Customer Invoices?
See more
Payments
How to Access Payments Received?
How to Register a Payment for a Credit Note?
How to Register a Payment for an Invoice?
Products
How to Add a New Product?
Credit notes
How to Remove a Customer Credit Note?
How to Download a Customer Credit Note?
How to Duplicate a Customer Credit Note?
How to Edit a Customer Credit Note?
How to Import a Credit Note?
How to Create a Customer Credit Note?
How to Filter Customer Credit Notes?
How to Access Customer Credit Notes?
See more
Quotes
How to Remove a Customer Quote?
How to Create an Invoice for a Customer Quote?
How to Download a Customer Quote?
How to Duplicate a Customer Quote?
How to Edit a Customer Quote?
How to Reverse a Customer Quote?
How to mark a Customer Quote as rejected?
how to mark a customer quote as validated?
How to Filter Customer Quote Grid?
How to Import Customer Quote?
How to Create a Customer Quote?
How to Access Customer Quotes Grid?
See more
