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Transaction Documents Fields Help

...  Transaction Documents Fields Help Accounting Period   (Applies to Invoices , Credit Notes and Contracts only.) This is used to ...

Pricing Schemes

...  Pricing Schemes A Pricing Scheme enables you to set a range of standard prices for a product in addition to the default price. This allows you to create ...

Customer Orders

...  Customer Orders   A Customer Order is a document that allows you to track orders you’ve received. It can be used for: Tr ...

Customers & Suppliers

...  Customers & Suppliers Customers Once you’ve set up an Organisation as a Customer (via the Agreements checkboxes) you’ll be abl ...

Marking customers as "suspended"

Workbooks allows you to edit the agreements you have between your organisations and your customers. This is done by clicking on the agreements tab on one of your customer's records Once you have clicked on the customer agreement you can c ...


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