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Help Center
Sales
Getting Started
FAQ
Top menu
My profile
My company
TVA
Import box
My space
Dashboard
Tasks
Timesheet
Salary Sheets
Expenses
My absences
Projects
Sales
Customers
Quotes
Invoices
Credit notes
Products and services
Payments
Purchases
Suppliers
Quotes
Invoices
Credit Notes
Payments
Human Resources
Employees
Employee expenses
Salaries
Absences
Enterprise
Salary Policy
Swissdec Transmission
Reports
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?
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?
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
Credit notes
How to create, edit, and delete a customer credit note?
How to import, download, duplicate, and filter a credit note?
Products and services
How to create, modify, filter and delete a product or service
Payments
How do I delete a payment received from the payments section?
How to Register a Payment for a Sale Invoice?
