Guides

Introduction

Getting Started

Setting up your Account

Logging in/ Logging out

Changing your Password

Creating a Quotation

How to Create & Save a New Quote?

Customizing the Quote Number

Entering the Customer Information

Entering the Item information

Attaching files

Payment terms, Delivery terms and Quote validity

Viewing saved Quotes

Creating an Invoice

Converting an existing Quote to Invoice

How to Create & Save a New Invoice?

Viewing Saved Invoices

Miscellaneous

Dashboard