Accounting: customers, items, quotes and invoices

Bill your customers and track payments.

Open Accounting in the left rail (or sign in directly with your email and password).

Customers

Sales › Customers › New Customer. Enter the company, contact person, email and billing address.

Items (products and services)

Sales & Inventory › Items › New Item. Set the name, selling price and income account. Items speed up quotes and invoices.

Quotes (estimates)

1. Sales › Estimates › New Estimate.
2. Choose the customer, add items and quantities, and set the expiry date.
3. Save, then email it, or send it for e-signature from Docs › Sign (see E-signatures).
4. Once accepted, convert it to an invoice.

Invoices

1. Sales › Invoices › New Invoice (or convert a quote).
2. Choose the customer, items, invoice date and due date.
3. Save and Send Mail, or Print to PDF.
4. Record payments with Add Payment. Overdue invoices are flagged.