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  1. Help Centre
  2. Getting Started
  3. Getting started

First steps

Setting up your account

  • Adding your company information
  • Adding your company logo
  • Adding your payment details on your invoices
  • Editing your invoicing settings

Creating your first invoice

  • Creating and sending an invoice
  • Changing your invoice numbering prefix from 'TEST'
  • Invoice layout
  • Invoice line types
  • Discounts on invoices

Advanced functions

  • Creating down payments
  • Importing multiple customers
  • Importing multiple products

 

 

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