Tutorials

1. Getting Started and Navigation

This tutorial will show you how to navigate around the software and how to use the Help pages. You will go through the set up of your Invoice settings and defaults.

Duration: 3:30

 

2. Invoice Overview

In this tutorial you will get an overview of how to create an Invoice from beginning to end, whether you are invoicing for billable time, products, or both.

Duration: 4:42

 

 

3. Customers and Items

This tutorial takes a closer look at how to set up and maintain your Customers and Items (price list).

Duration: 3:31

 

 

4. Jobs and Employees

This tutorial covers how to set up and maintain your Employee List and Jobs (Projects).

Duration: 2:17

 

 

5. Timesheet Entry

This tutorial covers how to enter and update timesheets and view weekly timesheets.

Duration: 2:35

 

 

6. Creating an Invoice

This tutorial takes a detailed look at how to create and update an Invoice (for both billable time and items sold), and how to View and Save the Invoice document in PDF format.

Duration: 3:47

 

 

7. Search the Database

In this tutorial we will show you how you can have full access to all of your records with the Search Tool which allows you to do an advanced search of the Database and export your data to a spreadsheet.

Duration: 2:33

 

 

8. Latest Changes to Invoices

In this tutorial we will show you the latest changes to the software.

Duration: 3:36

 

 

9. Quotes

In this tutorial we will show you the new quotes section.

Duration: 3:03