Create an item card for each inventory item or service that you trade in.

How to: Register New Products

Increase or decrease an item’s inventory quantity, for example after a physical count or as a simple way to record purchase receipts.

How to: Adjust Inventory

Create a sales quote where you offer products on negotiable terms before converting the quote to a sales invoice.

How to: Make Offers

Create a sales invoice to record your agreement with a customer to sell products on certain delivery and payment terms.

How to: Invoice Sales

Create a purchase invoice to record your agreement with a vendor to purchase products on certain delivery and payment terms.

How to: Record Purchases

Create a purchase invoice for all or selected lines on a sales invoice.

How to: Purchase Products for a Sale

Perform an action on an unpaid posted sales invoice to automatically create a credit memo and either cancel the sales invoice or recreate it so you can make corrections.

How to: Correct or Cancel Unpaid Sales Invoices

Create a sales credit memo to revert a specific posted sales invoice to reflect which products the customer returns and which payment amount you will refund.

How to: Process Sales Returns or Cancellations

Perform an action on an unpaid posted purchase invoice to automatically create a credit memo and either cancel the purchase invoice or recreate it so you can make corrections.

How to: Correct or Cancel Unpaid Purchase Invoices

Create a purchase credit memo to revert a specific posted purchase invoice to reflect which products you are returning to the vendor and which payment amount you will collect.

How to: Process Purchase Returns or Cancellations