Invoicing & Receipts

Learn how to create invoices and bill your clients

11 articles in this collection
Written by Harshal Katre and Naveen

How to find outstanding dues from customers?

Written by Harshal Katre
Updated over a week ago

How To Create An Invoice

Written by Harshal Katre
Updated over a week ago

How to create a Sales Order?

In this article, you'll learn about the flow of sales order and how to create one in ProfitBooks

Written by Harshal Katre
Updated over a week ago

How to delete an Invoice?

Written by Harshal Katre
Updated over a week ago

How to create a new Customer?

Learn how to add a new customer in ProfitBooks

Written by Harshal Katre
Updated over a week ago

How to add Customer notes / Terms and Conditions on Invoice?

Written by Harshal Katre
Updated over a week ago

How to record receipts against Invoice?

When you receive a payment from customer against an invoice, this is how you can record it.

Written by Harshal Katre
Updated over a week ago

How to create an Estimate or Quotation?

Learn how to create an estimate or a quotation in ProfitBooks

Written by Harshal Katre
Updated over a week ago

How to Import Customers List?

If you are migrating from another system and want to import customers in ProfitBooks, this guide will help.

Written by Naveen
Updated over a week ago

How to create an Export Invoice ?

Written by Harshal Katre
Updated over a week ago

How to setup InstaMojo Payment Gateway?

Written by Harshal Katre
Updated over a week ago