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Getting Started
Introduction
How does it work?
System Requirements
Quick Start Guide
My Profile
Updating your Email Address
Updating your Password
Changing the default organisation when you first log in
Billing and Subscriptions
Enable Billing
Disable Billing
Update your Card Details
Sales
View and Edit your Invoices
Create a Sales Invoice or Credit Note
Adding Items to an Invoice or Credit Note
Entering a Discount on an Invoice
Online Invoice Links
Printing Invoices
Email an Invoice
Clone or Copy Invoices and Credit Notes
Void an Invoice
Delete an Invoice
Recurring Sales Invoice
Sales Quotes
Importing Invoices and Credit Notes
Purchases
View and Edit your Purchases
Create a Purchase Invoice or Purchase Credit Note
Adding Items to a Purchase Invoice or Purchase Credit Note
Printing a Purchase Invoice
Email a Purchase Invoice
Clone or Copy Purchase Invoices and Credit Notes
Void a Purchase Invoice
Delete a Purchase Invoice
Recurring Purchase Invoice
Purchase Orders
Importing Purchases
Contacts, Customers and Suppliers
About Contacts, Customers and Suppliers
Create a New Contact
View or Edit Contacts
Customer and Supplier Statements
Importing Contacts
Banking
General Receipt
Customer Invoice Payment
Processing Bank Statement Transactions
Transfer Money Between Bank Accounts
View or Edit Bank Transaction
Delete Bank Transaction
Bank Reconciliation
General Payment
Supplier Invoice Payment
Customer Refund
Overpayment From Customer
Supplier Refund
Overpayment To Supplier
Bank Import Rules
Manual PayPal Imports
Reports
Profit and Loss
Balance Sheet
Trial Balance
Period Balance
Transaction Line Items
Products and Services
Nominal Ledger
Aged Receivables
Aged Payables
EU Digital Services / VAT MOSS
Settings
Invoice Brands and Templates
Financial Settings
Adding a Logo
Statements, Remittances and Receipts
Chart of Accounts
Transaction Numbering
Products and Services (Price List Items)
Categories
Email Settings
Email Templates
Managing Users and Permissions
Importing Information
Import Invoices and Credit Notes
Import Contacts
Import a Bank Statement Manually
Automatic PayPal Import
Manually Import a PayPal File
Journals
Activate the Journals Tab
Clone or Reverse Journal entry
Add or Edit Journal entry
Taxes (VAT, GST, Sales Tax)
EU Digital Services / VAT MOSS Report
VAT on Digital Services to EU Customers
VAT/GST/Tax Report
VAT Report UK - Box by Box
VAT Report UK - Online submission to HMRC
Tax Rates
Tax Status
EC Sales List
PayPal Integration
Pay with PayPal buttons
Manual PayPal Imports
Automatic PayPal Imports
How Do I?
Add a New Bank Account
Add a New Organisation
Allocate a Receipt to Multiple Customers
Allocate Credit Note to Invoice
Allocate Overpayment to Invoice
Allow someone else to view my information
Convert from another accounting system
Customise CSS for Invoices, Credit Notes and Orders
Dishonoured Cheque from Customer
Drawings or Funds Taken
Enter Customs and Duty Invoices
Enter Salary, PAYE and NI contributions
Flat Rate VAT and Capital Purchases
Manage a VAT/GST/Tax Rate Change
Offset Customer and Supplier Balances
Out of Pocket Expenses
Pre-Registration VAT
Prevent Transactions being Saved in a Closed Period
Print or Email Receipts
Print or Email Remittance Advice
Record a Bad Debt
Record a Dividend Payment
Track Departments or Cost Centres
Updating multiple Invoices from Draft to Approved
VAT Only Invoice
Other Integrations
Yodlee Bank Feeds
Vend Integration
Stripe Integration
EU Digital Services / VAT MOSS
Please refer to
EU Digital Services / VAT MOSS Reports
for more information.