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Frequently Asked Questions
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How do I create and send an invoice?
Finance_Sales
Go to Finance -> Invoices -> New Invoice. Fill customer, line items, due date, and save. Then open the invoice and use send/email actions.
Who can do this: Finance/Admin users.
How do I mark an invoice as paid?
Finance_Sales
Open Finance -> Invoices, select the invoice, and update payment status to paid once payment is confirmed.
Who can do this: Finance/Admin users.
How can I quickly find overdue invoices?
Finance_Sales
In Finance -> Invoices, apply overdue/sent filters and sort by due date. You can also ask AI Assistant: 'Show unpaid invoices older than 30 days'.
Who can do this: Finance/Admin users.
How do I record a sale or invoice a customer?
Finance_Sales
If you are using POS, open Inventory -> POS to record walk-in sales. For credit sales, go to Finance -> Invoices and create an invoice.
Who can do this: Sales/Finance users.
How do I track leads that need follow-up?
Finance_Sales
Go to Sales and filter leads by stage or last update date. You can also ask AI Assistant for stale leads that have not been contacted recently.
Who can do this: Sales users.
Still need help?
Chat with us on WhatsApp or request a demo — usually under 15 minutes during business hours.