Help Centre

Dashboard Get oriented in the admin: your dashboard, items on orders day to day, and deliveries on the map. → Orders From quote to paid invoice: add items, capture signatures, take payments, and correct invoices. → Billing Bill orders, track invoices and payments, chase unpaid accounts receivable, and close out the register at day's end. → Clients Manage person and business records, take payments on account, set credit limits, and apply the right price lists. → Reports Export reports on orders, invoicing, payments, purchasing, inventory, and accounting. → Accounting Keep the chart of accounts, post journal entries, and lock an accounting period. → Settings Set up your company and branches, users and roles, pricing, and the documents your account runs on. →