BETA · testing phase. Data may be reset without notice — keep your own backups, verify all figures, and use at your own risk. Not a substitute for a licensed accountant.
Training Center

Invoices

Bill a customer; the sale posts to your ledger automatically. Basic ~2 min

Walkthrough video — coming soon
Follow the steps below in the meantime.
Step-by-step
  1. Revenue → Invoices → New.
  2. Pick the customer and add lines.
  3. Save & send; AR and revenue post automatically.
GAAP note. Posts DR Accounts Receivable / CR Sales (and tax) via the AR_CONTROL and SALES_DEFAULT roles.
Try it now
Recording script (for video producers) 
TITLE: Invoices  (target 2 min, Basic)
HOOK (0-5s): "Bill a customer; the sale posts to your ledger automatically."
ON SCREEN: open /revenue/invoices
STEP 1 — say: "Revenue → Invoices → New."  (show the matching click)
STEP 2 — say: "Pick the customer and add lines."  (show the matching click)
STEP 3 — say: "Save & send; AR and revenue post automatically."  (show the matching click)
GAAP CALLOUT: "Posts DR Accounts Receivable / CR Sales (and tax) via the AR_CONTROL and SALES_DEFAULT roles."
CLOSE: "That's it — you can try it now from the button below."