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The Main panel contains primary functions: INVOICE, CREDITS, EXPENSES, FUNDS INTRODUCED, and REPORT.

• Invoices
  MAIN Panel→Invoices
  The invoice list displays all invoices with detailed information and action buttons for managing your invoices.

The MAKE panel contains creation functions: Make Invoice, Make Product, Add Credit, Add Expense, Add Client, and Add Account. * each make window has an option to leave window open after submit. This allows for efficient adding of multiple records

• Make Invoice
  MAKE Panel→Make Invoice
  Create new invoices for your clients with products and services. On click adds a client list to the right, Select client to enter invoice edit window
• Make Product
  MAKE Panel→Make Product
  Add new products or services to your product catalog.
  • Select Type
    MAKE Panel→Make Product→Select Type
    • Time - Adds a time based Product, Set Price , Name , Code and description.
    • Product- Adds a new product that can be selected in invoice creation. Set Price , Name , Code and description.
    • Recurring - Adds a recurring product to invoice edit. Set Price , Name , Code and description.
      • Set client the recurring billing is for .
      • Set Start Date. (This is important for Recurring products)
      • End Date will end the Recurring product at a particular date.
      • Advance - Set the days in advance the product is generated
      • Day notice - Set the days in advance the recurring item is generated
      • * Recurring products are added to the invoice manually once created

Configure your system settings including business information, email, branding, financial settings, and more.

• Entity
  Settings→Entity
  Set your business or entity name that appears on invoices and documents.
• Email
  Settings→Email
  Configure the email address used for system notifications and sending invoices.
• Sales Tax
  Settings→Sales Tax
  Configure your sales tax rate as a percentage. This rate is applied to invoices and calculations. Enter as decimal (e.g., 0.15 for 15%).
• Account Name for Payment
  Settings→Account Name for Payment
  Enter the account name clients should use when making payments (appears on invoices).
• Account Number for Payment
  Settings→Account Number for Payment
  Enter the account number clients should use when making payments (appears on invoices).
• Payment Note
  Settings→Payment Note
  Add custom payment instructions or notes that appear on invoices (e.g., payment terms, accepted methods).
• Mail Invoice Note
  Settings→Mail Invoice Note
  Add a custom note that appears when invoices are emailed to clients.
• Periods Management
  Settings→Periods Management
  Configure date ranges for reporting and filtering. Periods allow you to quickly select common time ranges (like years, months, or tax periods) and create custom date ranges for specific reporting needs.
  • Period Types Overview
    Settings→Periods Management→Period Types Overview
    Periods Management allows you to pre-define date ranges that can be used throughout the system for filtering invoices, expenses, and reports. There are three standard period types plus custom ranges:
    • Year Ranges: Creates periods for full calendar years (e.g., 2023, 2024, 2025)
    • Month Ranges: Creates periods for individual months (e.g., January 2025, February 2025)
    • Tax Period Ranges: Creates periods aligned with tax reporting (quarterly or custom periods)
    • Custom Ranges: Create any date range with a custom name (e.g., "Q4 Campaign", "Summer Season")
    Once created, these periods appear in dropdown menus throughout the system for quick date filtering.
  • Using Periods in Reports
    Settings→Periods Management→Using Periods in Reports
    Once periods are configured, they appear in dropdown menus throughout the system: Where you'll see periods:
    • Invoice filters: Filter invoices by date range
    • Expense filters: View expenses for specific periods
    • Reports: Generate financial reports for any period
    • Credits page: Filter credit transactions by period
    Tips:
    • Update periods regularly (e.g., at the start of each month or quarter)
    • Keep the number of periods manageable - too many options can be overwhelming
    • Use descriptive names for custom ranges so you remember what they represent
    • Delete old custom ranges you no longer need to keep dropdowns clean
• Invoice Email Method
  Settings→Invoice Email Method
  Choose how invoices are sent via email. You can use the default email system or configure custom SMTP settings for more control.