How can I see my Dashboard for Invoice?

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• How do I create an invoice?

  You can either go to Invoice module, then click on Invoices on the left menu or you can click on the QuickAdd menu and click on Invoice Once in the Create Invoice page, click to add a Customer if it does not exist, if the Customer records are there, ...

• How do I convert an estimate to an invoice and send to the the Customer?

  How do I convert an estimate to an invoice and send to the the Customer?

• How do I create an estimate?

  Go to the Invoice module then click on Estimates on the left menu or you can go to the Quick Add menu and click on Estimate Once you are in the Add Estimate page, please select the name of the Contact (someone you may be doing business in future) or ...

• How to connect a bank or credit card account to auto download transactions?

  Go to the Accounting Module Then go to Connected Account on the left menu Click on the Click on the Connect Now button accurants has integrated with Plaid which provides the service of connecting to the Financial Institutions and auto downloads the ...