Introduction

Product Overview

Getting Started

System Requirements

Financial Management

Managing Bank Accounts

Income Management

Expense Management

Bills Management

Customer Relationship Management (CRM)

Customer Management

Leads Management

Interaction Tracking

Sales

Creating an Invoice

Managing Invoices

Recurring Invoices

Receiving Payments

Quote Management

Order Management

Point of Sale (POS)

Purchasing

Supplier Management

Purchase Orders

Products and Services

Product Management

Service Management

Project Management

Task Management

Milestone Tracking

Customer Support

Ticket Management

Predefined Replies

Knowledge Base Articles

Document Management

Upload Documents

Getting Files from Customers

Task Management

Human Resources (HR) Management

Employee Management

Payroll Processing

Leave Management

Reports

Financial Reports

Inventory Reports

Customer Analytics

System Administration

General Settings

Payment Gateways

SMS Configuration

Localization Settings

Update Procedures

Version Upgrade Guide

Data Backup Best Practices

Troubleshooting Upgrades

Database Schema Updates

Troubleshooting

Common Errors and Solutions

Contacting Customer Support

Customization

Built-in Customization Options

Managing Features

Editing Layouts

API Documentation

Plugin Development

Plugin Architecture

Technical Specifications

Frequently Asked Questions (FAQ)

Business Suite

Documentation / Customer Relationship Management (CRM)

Customer Relationship Management (CRM)

Choose a section from below to get started.

Customer Management
Leads Management
Companies
Groups
Files
Custom Fields
Interaction Tracking