Help Guide
Create Customers
Goto Invoicing → Customers → ADD
Fill the Customers Form
Click On Submit Button
Create Products
Goto Invoicing → Products → ADD
Fill the Products Form
Click On Submit Button
Create Estimates
Goto Invoicing → Estimates → Create Estimates
Fill the Estimates Form
Click On Submit Button
Create Invoices
Goto Invoicing → Invoices → Create Invoice
Fill the Invoices Form
Click On Submit Button
Setup Account
Generate API Key
Goto API
Click on Enable API Access Button.
Now Use newly generated username and api_key in rest api.
Setup Invoice Attribute
Goto Profile
Click on Invoice Attribute tab
Fill the attribute Form
Click on Submit Button
Create Currencies
Goto Invoice Settings → Currencies → Add Currency
Fill the Currencies Form
Click on Submit Button
Create Taxes
Goto Invoice Settings → Taxes → New Tax
Fill the Taxes Form
Click on Submit Button
Create Gst
Goto Invoice Settings → Gst → Add GST
Fill the Gst Form
Click on Submit Button
Select Invoice Templates
Goto Invoice Settings → Invoice Templates
Click on + button
now templates is selected
Create Notification Templates
Goto Invoice Settings → Notification Templates → Add
Fill the Templates Form
Click on Submit Button
Create Email Settings
Goto Invoice Settings → Email
Choose Service Provider
Click on Submit Button
Create SMS Settings
Goto Invoice Settings → SMS
Choose Service Provider
Click on Submit Button