Steps:
From the Dashboard, click on “Create New” (top-center).
Choose “Invoice” from the list.
Enter invoice details including customer and product info.
To add more products, click “Add Product”.
Click “Create” (bottom-right corner) to finalize.
After creation, you can:
Download the invoice as a PDF
Share it via WhatsApp or Email
Mark it as Paid if payment is received immediately

Steps:
On the Dashboard, click on “Create New” (top-center).
Select “Quotation”.
Enter:
Customer details
Product or service details
Terms & conditions
Click “Create” (bottom-right corner).
You can download the quotation as a PDF, or share via WhatsApp and Email. You can also mark it as Paid if payment is received.

Steps:
Click “Create New” on the Dashboard.
Select “Expense”.
Fill in the necessary details.
Click “Create” to save the expense.

Steps:
Go to the Menu Bar on the left and click on “Invoice”.
A list of created invoices will appear on the right panel.
Use filters to find the invoice:
Search box
Customer name
Date range
Payment status (Paid/Unpaid)
Click on the invoice you wish to edit and make the necessary changes.

The Invoice Footer is used to display standard text such as terms & conditions, disclaimers, or additional information on every invoice. How to Add or Edit Invoice Footer:
Navigate to the Menu Bar (Left Side).
Click on “Settings” or go to “My Account > Settings”.
Select the “Invoice” option.
Click on “Invoice Footer”.
Enter your desired text (e.g., terms & conditions).
Click “Update” to save.
This footer will now automatically appear on all generated invoices. You can edit it anytime by repeating the above steps.

Steps:
Navigate to Settings > Payments > Bank Details.
Enter the required information.
Save the details.

Steps:
On the Dashboard, click on “Create New” (top-right corner) or click the “+” button (bottom-right corner).
Select “Party” under the Purchase section.
A form will open – fill in all required vendor details.
Click “Create” to save.
Once saved, vendor details will auto-fill during purchase entries.

Steps:
Click “Connect” under the Stripe integration section.
You will be redirected to the Stripe login page.
Enter your credentials and click “Authorize”.
Benefits After Connecting Stripe:
Enable “Pay Now” button on invoice PDFs shared with customers.
Enable Auto-Invoicing for payments made via Stripe (e.g., website, YouTube, WhatsApp, etc.).

Steps:
Go to Settings > Integration.
Click the “Connect” button for Razorpay.
You’ll be redirected to the Razorpay login page.
Enter credentials and authorize access.
Benefits After Connecting Razorpay:
Enable “Pay Now” button on invoice PDFs.
Enable Auto-Invoicing when payments are made via Razorpay across multiple platforms.

Steps:
Go to Settings from the Menu Bar.
Select “General”.
Here you can update:
General settings
Templates
Quotations
Integration settings
Payment settings