Getting Started

• Installing Business Suite
• System requirements

Customers

• Creating a Customer Account
• Customer List
• Companies

Accounting

• Bank & Cash Accounts
• Adding Bank & Cash Account
• Account Balances
• Deposit
• Expenses
• Account to Account Transfer

Sales

• Creating Invoice
• Managing Invoice
• POS
• Recurring Invoice
• Creating Quote
• Managing Quotes
• Invoice Payments

CRM

• Creating and managing leads

Support

• Creating Ticket
• Solving Tickets
• Predefined Replies
• Tickets Department

Knowledgebase

• Articles
• Writing Article

Orders

• Placing new order

Products & Services

• Products
• Services

Reports

• Account Statements
• Income Reports
• Expense Reports
• Income vs Expense
• Reports by date
• Sales Report

Utilities

• Activity Log
• Email Message Log
• Invoice Access Log
• Database status
• CRON Log
• Integration Code
• System status
• Terminal

Appearance

• User Interface
• Customize
• Editor
• Themes

Settings

• General Settings
• Staff
• Roles
• Localization
• Currencies
• Payment Gateways
• Expense Categories
• Income Categories
• Tags
• Payment Methods
• Sales Taxes
• Email Settings
• Email Templates
• Custom Contact Fields
• Automation Settings
• API Access
• Choose Features
• Checking Version
• Langugage Settings
• Timezone

Changelog

• Version 4
• Version 3.4
• Version 3.3
• Version 3.2

How to

• Generate invoice automatically after placing order
• Upload admin profile picture
• Add Custom Javascript Code
• Give access to an employee that only allows to access certain data
• How to modify prefix
• Editing Template File
• How to generate Demo data
• Import Data
• Moving to HTTPS

Troubleshooting

• Common Troubleshooting Tips
• Enabling Dev Mode
• Resetting password