Help Center
Practical help for inventory and billing
Prepare better records, create clear invoices and reconcile your stock. Find step-by-step checklists, worked examples and answers for the tasks you do every day.
14 guides found
Invoice & billing
Invoicing guide: create bills and track payments
Learn how to prepare itemized invoices, agree payment terms, handle partial payments and reconcile customer balances with practical billing examples.
Read guideInvoice & billing
How to create your first invoice
Create your first invoice with a step-by-step checklist for business details, customers, line items, taxes, payment terms and a final document review.
Read guideInvoice & billing
E-invoicing explained: structured invoices and registration
Understand structured e-invoices, how they differ from PDFs, and what to check for invoice registration, validation and local reporting requirements.
Read guideGetting started
Getting started with inventory and billing
Prepare your product catalog, opening stock, locations and billing details with a practical setup checklist for inventory and invoice management.
Read guideInventory management
Inventory management guide: quantities and stock movements
Learn to track opening stock, receipts, dispatches, returns and adjustments, and reconcile inventory quantities with a clear movement history.
Read guideGetting started
How to prepare products for Excel or CSV import
Clean an Excel or CSV product catalog, map SKUs and prices, preserve identifiers and validate a small sample before importing inventory records.
Read guideInventory management
Low stock alerts and reorder point setup
Choose low stock thresholds using demand, supplier lead time and safety stock, and review alerts against open purchase orders and available quantities.
Read guideInventory management
How to conduct a stocktake and reconcile inventory
Plan a physical stock count, set a movement cut-off, recount discrepancies and document approved inventory adjustments with a stocktake checklist.
Read guidePurchasing
Purchase order workflow: ordering and receiving stock
Build a purchase order workflow for supplier details, approval, delivery tracking, partial receipts and matching invoices to received goods.
Read guideLocations
Adding an inventory location: warehouse setup checklist
Prepare a new warehouse or stock location with clear naming, opening quantities, ownership and a first-transfer reconciliation checklist.
Read guideLocations
Multi-location inventory: transfers and reconciliation
Track stock across warehouses and shops, distinguish available and in-transit quantities, and reconcile location transfers without double counting.
Read guideReports & analysis
ABC inventory analysis: calculation and interpretation
Calculate annual consumption value, rank products for ABC analysis and use the results to prioritize stock reviews, replenishment and cycle counts.
Read guideReports & analysis
Inventory and billing reports: what to review
Interpret stock, sales and receivables reports using consistent dates, quantities and currencies, and reconcile report totals with source documents.
Read guideAccount & access
Account access and team security guide
Keep business account access organized, review team responsibilities, troubleshoot sign-in issues and prepare useful information for support.
Read guideNeed help with a specific workflow?
Tell support what you are trying to do, which step failed and the error you see. For invoice design and payment terms, explore the dedicated billing resources.