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Help Center
Sales
Getting Started
FAQ
Top menu
My profile
My company
TVA
My space
Tasks
Timesheet
My absences
Dashboard
Salary Sheets
Expenses
Projects
Sales
Customers
Invoices
Payments
Products and services
Credit notes
Quotes
Purchases
Suppliers
Invoices
Payments
Quotes
Credit Notes
Human Resources
Employees
Salaries
Absences
Salary Policy
Employee Reports
Enterprise
Reports
Swissdec Transmission
Banking
Bank accounts
Bank imports
Bank reconciliation
Payment orders
Accounting
Chart of Accounts
General Ledger
Accounting period
Analytical accounting
Reports
Account management
Fiduciary account
Sales
Customers, invoices, services and payments
Customers
How do I add and connect a customer?
How to edit, filter, and delete a client?
Invoices
How to create and send an sale invoice?
How do I create and modify an invoice template?
How to create a recurrent invoice
The invoice section. How to manage an invoice.
How do I change, deactivate or delete a recurring invoice?
See more
Payments
How to access the payments recieved?
How to Register a Payment for a Sale Invoice?
Products and services
How to create, modify, filter and delete a product or service
Credit notes
How to create, edit, and delete a customer credit note?
How to import, download, duplicate, and filter a credit note?
Quotes
How to Create an Invoice for a Customer Quote?
How to Create, Filter, Duplicate and Remove a Customer Quote?
How to mark a customer quote as validated or rejected?
How to download, reverse, and import a customer quote?
