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 (Simplified)

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

How to: Record a Purchase

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

How to: Register a New Product

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

How to: Make an Offer

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

How to: Invoice a Sale

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

How to: Purchase Products for a Sale (Simplified)

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 an Unpaid Sales Invoice

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 a Sales Return or Cancelation

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 an Unpaid Purchase Invoice

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 a Purchase Return or Cancelation

Create a customer card for each customer that you sell to.

How to: Register a New Customer

Create a vendor card for each vendor that you purchase from.

How to: Register a New Vendor