Introduction

Invoicing & Customer Managements Introduction

This guide provides a comprehensive overview of managing customers and invoices within the accounting software. It covers adding new clients, maintaining their profiles, and creating and managing their invoices.

Note: Before you can create an invoice, you must first have a corresponding customer profile in your network. The customer's profile contains all the necessary details, such as billing address and contact information, that are automatically used when generating an invoice. Once a customer has been added, you can easily create and manage their invoices.

The Customer management section is your central hub for managing all client information. It allows you to build a detailed database of the individuals and companies you do business with. This guide will walk you through adding new customers, managing their profiles, and utilizing the feedback features to strengthen your business relationships.

The Invoicing section is your central tool for managing all billing activities. It allows you to generate, send, and track invoices for the products or services you provide. This guide will walk you through creating new invoices, linking them to customer profiles, and keeping track of payment statuses to ensure smooth financial operations.

The image below illustrates the process of creating an invoice for the customer shown in the previous image.

Keepler