Help Center
How do I do that?
Step-by-step guides for every part of the system, written in plain language.
Browse by topic
Getting started
The short path from a new workspace to your first invoice: company details, accounts, bank, customers and the items you sell.
1 guide
How the system works
Finding your way around, how every list, form and document works, and why a record sometimes cannot be changed.
6 guides
Sales
Customers, quotations, sales orders, deliveries, invoices and credit notes — from the first quote to getting paid, and taking goods back.
7 guides
Purchases
Suppliers, purchase orders, goods received and supplier bills — from ordering what you need to paying your supplier.
3 guides
Stock
Adding the items you buy, sell or make, and keeping track of your stock as it moves in, moves out and is counted.
1 guide
Cash Book
Recording money you receive from customers and pay to suppliers, including payments in another currency and month-end revaluations.
4 guides
Reports
Running a report, choosing the one that answers your question, reading the figures properly and taking them away as a file.
1 guide
InvoiceNow
Registering for InvoiceNow, sending and tracking e-invoices, fixing failed transmissions, and working with government customers and their orders.
16 guides
Settings
Your company profile, accounting defaults, financial periods and currencies, and bringing in the data you already have.
5 guides
People and access
Inviting your team, choosing what each person can see and do, and removing access when someone leaves.
1 guide