Concepts

Concepts

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Accepting payments, dues, billing clients, etc

  • Add customers
  • Add an item
  • Create invoice
  • Email invoice to customer
  • Receive payments for the invoice created
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Generate financial reports.

  • Choose reports - Balance sheet and PnL
  • Run year-end reports summarized by customer
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Tracking quantity on hand, restocking, reordering

  • Add inventory item
  • Create invoice using above item
  • Query inventory quantity
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Pay bill and make a bill payment

  • Add a vendor
  • Add a service item
  • Create a bill using the above service item
  • Create a bill payment to make payment for the bill created above
  • Add vendor credit for excess payment made