Sales and getting paid
Invoices, quotes, payments and who owes you.
Credit notes and prepayments
Give a customer a credit, apply it to invoices or refund it. Foreign-currency credit notes are not handled yet.
Customers and suppliers
How to add contacts with their tax numbers and payment terms, deactivate them, and print a statement.
Invoices and bills
How to create, issue and void invoices and bills, and how to record the payments against them.
Payment reminders
Write reminder rules for overdue invoices. The helper lists who is due and prepares an email file you send yourself.
Point of sale (the till)
What the till does, what it does not do, and how a day of selling reaches your books.
Reading your books
What each statement answers: profit and loss, balance sheet, trial balance, general ledger, aging, statements and the tax reports, with the Plain and Accountant names.
Receipts and receipt printers
Print receipts on a 58 or 80 mm thermal printer, save a PDF, or make an email draft. No real printer has been tried yet.
Tills, stores and shifts
Add a till, open and close a shift, record cash in and out, sell vouchers, and what happens to stock and offline tills.
X and Z reports, the daily summary and sales reports
What the X and Z reports show, how a closed shift posts one entry to your books, and the sales reports.