Sales/Service
7 Docs
Sales/Service Overview
Last Updated: October 2, 2026Where you create quotes, orders, invoices, and record client payments.
Quotes
Last Updated: October 8, 2026Propose pricing or work to a client before they commit: every field, line-item column, status, and button explained.
Sales/Service Orders
Last Updated: October 13, 2026Track committed sales and service work from acceptance through invoicing: every field, line option, status, and button explained.
Invoices
Last Updated: October 13, 2026Bill clients for completed work or one-off charges: every list option, field, status, and button explained.
Recurring Invoices
Last Updated: October 6, 2026Automatically regenerate an invoice on a schedule and, optionally, charge a saved card: setup, management, and the list explained.
Client Payments
Last Updated: October 12, 2026Record money a client pays you and apply it to invoices or orders: every field, option, and button explained.
Credit Memos
Last Updated: September 30, 2026Give a client credit, email it to them, and apply it to the invoice it pays.