Help Guide

Create Customers

  1. Goto Invoicing → Customers → ADD

  2. Fill the Customers Form

  3. Click On Submit Button

Create Products

  1. Goto Invoicing → Products → ADD

  2. Fill the Products Form

  3. Click On Submit Button

Create Estimates

  1. Goto Invoicing → Estimates → ADD

  2. Fill the Estimates Form

  3. Click On Submit Button

Create Invoices

  1. Goto Invoicing → Invoices → ADD

  2. Fill the Invoices Form

  3. Click On Submit Button

Setup Account

Generate API Key

  1. Goto API

  2. Click on Enable API Access Button.

  3. Now Use newly generated username and api_key in rest api.

Create Currencies

  1. Goto Invoice Settings → Currencies → Add Currency

  2. Fill the Currencies Form

  3. Click on Submit Button

Create Taxes

  1. Goto Invoice Settings → Taxes → New Tax

  2. Fill the Taxes Form

  3. Click on Submit Button

Create Gst

  1. Goto Invoice Settings → Gst → Add GST

  2. Fill the Gst Form

  3. Click on Submit Button

Select Invoice Templates

  1. Goto Invoice Settings → Templates

  2. Click on + button

  3. now templates is selected