Customers
Quick Create
Customers Profile
Add Customer
Customer Name
Email Address
Mobile Phone
Tax ID / GSTIN
Outstanding Balance
Actions
Quick Action Panel
Create Sales Invoice
Add Product Item
Add Customer
Add Supplier
Tax Preferences
Help Desk Support
Catalog New Product
Item Name
SKU / Code
Category
Purchase Price
Sales Price
Initial Stock Level
Register Customer
Customer Name
Email Address
Phone Number
Tax ID / GSTIN
Billing Address
Opening Balance
Edit Customer Profile
Customer Name
Email Address
Phone Number
Tax ID / GSTIN
Billing Address
Opening Balance
Create Sales Invoice
Select Customer
Invoice Date
Line Items
Product / Service
Unit Price
Quantity
Taxes
Total
Add Row
Sub Total:
$0.00
Taxes Total (GST):
$0.00
Grand Total:
$0.00
Invoice Details
Print Invoice
Workspaces
Active Workspace Company
Customize Table Columns
Choose columns to display on the outline grid:
Header (Required)
Section Type
Status Badge
Target Value
Limit Value
Reviewer Info
Record Payment
Select Customer
Amount
Payment Date
Payment Mode
Cash
Bank Account
UPI
Reference / Txn No
Inventory Stock Adjustment
Select Catalog Product
Adjustment Type
Add (+) Stock
Reduce (-) Stock
Quantity
Adjustment Remarks / Reasons
Create Cash / Bank Account
Account Name
Account Type
Bank Account
Cash Account
Account / Reference ID
Opening balance
Accounts Balance Transfer
Debit Source Account
Credit Target Account
Amount
Transfer Date
Description / Reference Remarks
Record Expense Voucher
Expense Category
Rent Expense
Utilities Bill
Office Supplies
Employee Salaries
Advertising / Marketing
Miscellaneous Expense
Payment Source Ledger
Amount Paid
Expense Date
Description Notes
Create Document
Select Party
Document Date
Line Items
Product / Service
Unit Price
Quantity
Taxes
Total
Add Row
Sub Total:
$0.00
Taxes Total:
$0.00
Grand Total:
$0.00
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