Invoices & Quotes
Create
Create an invoice
Create an invoice
Create a quote
Create a quote
Create an invoice from an existing product
Create an invoice from an existing product
Duplicate an invoice for another client
Duplicate an invoice for another client
View
List invoices
List invoices
View invoice details
View invoice details
Download a PDF
Download a PDF
View revenue
View revenue
Manage
Mark as paid
Mark as paid
Send an invoice
Send an invoice
Check e-invoicing status
Check e-invoicing status
Delete a draft
Delete a draft
Cancel an invoice
Cancel an invoice
Clients
Create
Create an individual client
Create an individual client
Create a business client
Create a business client
Create a foreign client
Create a foreign client
View
List clients
List clients
View a client record
View a client record
View a client's invoices
View a client's invoices
Update
Update contact details
Update contact details
Add notes
Add notes
Products & Services
Create
Create a product
Create a product
Create a service
Create a service
Create a product with a reference
Create a product with a reference
View
List products
List products
Product details
Product details
Update
Change a price
Change a price
Change the description
Change the description
Prospecting & Pipeline
Create prospects
Add a prospect
Add a prospect
Add a prospect with scoring
Add a prospect with scoring
Track the pipeline
View pipeline stats
View pipeline stats
List prospects
List prospects
Update a prospect
Update a prospect
Convert to client
Convert to client
Documents & Templates
View templates
List available templates
List available templates
Analyze a template
Analyze a template
Generate documents
Generate a contract
Generate a contract
Generate a certificate
Generate a certificate
Generate a detailed proposal
Generate a detailed proposal
View a generated document
View a generated document
Banking & Finances
View accounts
View accounts
View transactions
View transactions
Analyze finances
Analyze finances
Profile & Company
View profile
View profile
Update profile
Update profile
Update company
Update company
View licenses
View licenses