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 → Create Estimates

  2. Fill the Estimates Form

  3. Click On Submit Button

Create Invoices

  1. Goto Invoicing → Invoices → Create Invoice

  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.

Setup Invoice Attribute

  1. Goto Profile

  2. Click on Invoice Attribute tab

  3. Fill the attribute Form

  4. Click on Submit Button

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 → Invoice Templates

  2. Click on + button

  3. now templates is selected

Create Notification Templates

  1. Goto Invoice Settings → Notification Templates → Add

  2. Fill the Templates Form

  3. Click on Submit Button

Create Email Settings

  1. Goto Invoice Settings → Email

  2. Choose Service Provider

  3. Click on Submit Button

Create SMS Settings

  1. Goto Invoice Settings → SMS

  2. Choose Service Provider

  3. Click on Submit Button