Settings

Create an account

  The following steps allow you to create an account:

  1. Signup
  2. Fill in the account details (company, type, user)
  3. Tap Register

  Note: After registering a new account you must receive an email to confirm.

  

  1. Settings
  2. Edit and fill in the information (company, account, currency, email settings)

  Note: The settings page allows you to edit and fill in the information (Currency, Company, Email Settings)

Invoice

The following steps allow you to create a bill:

  1. invoice
  2. Click on the icon 
  3. Choose the type either: Invoice, Quote, Price Offer, Good Delivery, or invoice of Credit.
  4. Register and validate the invoice 

After the validation you will have to add your products in the invoice one after the other,
by indicating the quantity, price, currency, VAT, if there is a discount then make the confirmation by clicking on the add button.

  Note: You can print an invoice by clicking on the print button

   To export invoices in pdf, word, excel format you must follow the following steps:

  • Click on preview
  • select the format (pdf, excel, word) and export 

  You can send it by email:

  • Click send email
  • Enter the recipient email
  • Click send

   The user can make the payment of an invoice by clicking on:

  • Action
  • Pay
  • Enter the amount to pay, the type of payment and the checkout
  • Validate the payment by checking you validate that the Invoice is paid !
  • Tap Save

 Note: Invoice Dashboard allows you to filter invoice type, payment status, date and even you can export Excel all filtered invoices.

 

customers

 The following steps allow you to create a client :

  1. customers
  2. Click on the icon 
  3. Fill in the customer details 
  4. Save the data 

   Note: Customer Dashboard allows you to search for a customer by name,

   we can add a balance or refund the balance, you can export Excel all filtered client.

products

 The following steps allow you to create a product :

  1. product
  2. Click on the icon 
  3. Fill in the product details
  4. Press Add

  Note: Product Dashboard allows you to search for a product by name,
   we can delete it, you can export Excel all products.
 

 

Treasuries

 Checkout

  he following steps allow you to create a checkout :

  1. Cash & cashier
  2. Click on the icon 
  3. Fill in the checkout details 
  4. Press add

   Note: You can edit a checkout 
   

Bank

  The following steps allow you to create a bank :

  1. Treasuries & bank
  2. Click on the icon 
  3. Fill in the bank details 
  4. Press add

 Note: You can edit a bank .