Help Centre

Billing

• How to record money received from a customer in Billing
  Record a customer payment in Billing as a simple receipt, against specific invoices, or as an advance.

Docs

• How to rename or delete a folder in Drive
  Rename a folder to regroup its files under a new name, or delete it to move its files to the Trash, where you can restore them.

Inventory

• How to add a new item in Inventory
  Create an item in Inventory with its units, stock rules, tracking and valuation.

Notes

• How to export a note as Markdown, HTML or plain text in Notes
  Save a note as a file in Markdown, web page or plain text format from the note's Actions menu.
• How to import Markdown and text files as notes in Notes
  Turn .md and .txt files into notes, up to 50 files at a time, keeping headings, lists and links.

Smart Books

• Getting started with Smart Books: company setup to first invoice
  Create your company, add a customer and post your first sales invoice in Smart Books.
• Year-end closing checklist in Smart Books
  Carry your closing balances into the next financial year with Year-End Carry Forward, then optionally archive the closed year.
• How to prepare GST returns in Smart Books
  Open GSTR-1, GSTR-3B and GSTR-2B in Smart Books for your branch, check the figures, then save a draft or file the return.
• How to create a company in a shared workspace in Smart Books
  Choose whether a new company lives in your own workspace or in one shared with you, and pick your own access when it is shared.
• How to import and reconcile a bank statement in Smart Books
  Upload a CSV bank statement, let Smart Books match it with your entries, fix what is left and submit the reconciliation.
• How to show pending bills in Bill by Bill in Smart Books
  See only the unpaid bills of a customer or supplier in the Bill by Bill report, or add settled bills when you need the full history.
• How to delete a draft voucher in Smart Books
  Remove a voucher you saved but never posted, either from the Drafts list or from the open draft itself.

Can't find it? Try the product guides, ask the community, or contact support.