Help Center -

Select “My Clients” from the menu and then “Add New Client”
By entering the client’s VAT number and clicking “Validate EU VAT”, we check whether the VAT number exists in the VIES database and whether it is valid. If the VAT number is valid, the company name is also filled in automatically from the database.

Select “My Quotes” from the menu and then “Add Quote”
Select the company the quote will be issued to
The serial number is assigned automatically. If we want to enter it manually, we can do so by clicking the lock icon.
We add products – services to our quote by filling in their details. With “Add Item” we can add additional items

Select “My Invoices” from the menu and then “Add New Invoice”
Select the type of document
Select the company the invoice will be issued to
The serial number is assigned automatically. If we want to enter it manually, we can do so by clicking the lock icon.
We can add sales to our invoice either by clicking the magnifying glass icon and selecting from the list, or by typing the sale details directly.

To change our company details, we go to the menu under our name and select “Company Details”
In the “Information” tab we see our company details, and we can correct them by selecting “Edit”.
From the “Customize Company” tab we can edit the VAT rates, the withholdings, the logo, and the default text on the invoices.
In the services and VAT area, we can make a correction by clicking on the field, typing the new value, and pressing enter. To add a new entry, fill in the fields and click “Add Data”. To delete an entry, click the delete button. The same functionality applies to withholdings.
To change the company logo, click “Select Logo” and choose the new image. Click “Upload Image” to save the change.
In the “Default Notes for Invoices” area

Select “Employees” from the menu and then “Add New Employee”
Select the role the new employee will have in the company
An email with a link has been sent to the new employee’s email address, through which they can activate their account and set their password.

With the “Validate EU VAT” button, we check whether the VAT number exists in the VIES database and whether it is valid. If the VAT number is valid, the company name is also filled in automatically from the database.
We fill in the rest of the company details and click “Continue”.
We enter a name and the corresponding VAT rate for each service our company provides and wants to use on the invoices we issue. We click “Add Data” after each service. Once all services have been entered, we click “Continue”.
We enter a name and the corresponding value for the withholdings that our company’s services may have. We click “Add Data” after each withholding we register. Once all withholdings have been entered, we click “Continue”.
With “Select Logo” we can choose an image as our company logo, which will also appear on the invoices we issue. After selecting an image, we click “Upload Image”.
In the “Default Notes for Invoices” area, we enter the text we want to appear by default at the bottom of the invoices.
In the final step, we verify that the data is correct and click Save

Select “My Tasks” from the menu and then “Add New Task”
We can select the user we want to assign the task to
With the Account and Contact fields, we select the contact we want to associate with the task. The email and phone fields are filled in automatically
In the Repeat option, we can choose when and whether we want a task to repeat.
With the Reminder option, we can enable a reminder for the task