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Sales (Invoicing, estimates, quotations & more)

1. Create Invoice
     a. Create a new invoice
     b. Copy an existing invoice to a new invoice
     C. Discount Setting
2. Edit Invoice
3. Delete Invoice
     a. Delete single invoice
     b. Delete multiple invoices
4. Log a payment
5. Edit Payment
6. Schedule Payment reminder
7. Issue a payment receipt
8. Delete Payment Receipt
9. Create Delivery Note
10. Create Estimates/quotations/proforma invoice & proposal
     a. Create Estimates/quotations/proforma invoice
     b. Create proposal
11. Edit Estimate
12. Delete Estimate
     a. Delete single estimate
     b. Delete multiple estimates
13. Convert an estimate/quotation to an invoice
14. Add a new product/item
15. Log product purchase details
16. Edit product details
17. Delete product
18. Add client
     a. Add a new client
     b. Add multiple clients (import client list)
     c. Add client's opening balance
     d. Edit client's opening balance
19. Edit client
20. Delete client
21. View Invoices and Payments Summary of a Client
22. Log Advance payments made by a client
23. Delete client advance (Credit Balance/Un-apportioned payment)
24. Set-off client’s credit balance against an unpaid invoice
25. Log refund and issue refund receipt
26. Delete Refund
27. Issuing a credit note
28. Delete credit note
29. Invoice Dashboard


Purchases and Expenses

30. Purchase Order
31. Edit Purchase Order
32. Delete purchase order
     a. Delete single purchase order
     b. Delete multiple purchase orders
33. Log a purchase bill
34. Log an expense
35. Copy expense/purchase bill to create a new expense/purchase bill
36. Edit Expense
37. Delete Expense
     a. Delete single expense
     b. Delete multiple expenses
38. Edit Expense Payment
39. Delete Expense Payment
40. Log Payment made to vendor
41. Add Vendor
    a. Add a new vendor
     b. Add vendor's opening balance
     c. Edit vendor's opening balance
42. Edit vendor
43. Delete vendor
     a. Delete a vendor
     b. Delete multiple vendors
44. Advance payment made to a vendor
45. Delete Advance Payment made to vendor
46. Set-off excess amount paid to vendor against an expense
47. Log refund received against a purchase bill
48. Delete refund
49. Log credit note issued by your vendor
50. Delete credit note
51. Expense Dashboard


Accounting

52. Profit and Loss Statement
53. Cash Book
54. Bank Book
55. Tax reporting


Settings

56. Company Details
57. Invoice Settings
58. Add/Edit Expense Category
59. Bank Settings
     a. Add Bank. Cash deposits and interbank transfers
     b. Edit bank details
60. Integrations
     a. PayPal Integration
     b. Stripe Integration
61. Change password
62. Add new user
63. Raise Support Ticket (Contact us)
64. Plans & Upgrades (Manage subscription)


Others

65. Add/Edit Logo
66. Delete Logo
67. Log an expense against an invoice (link invoice and expense)
68. Customize email content
69. Inventory Reports
70. Log payments received in bank account
71. Apply filters to simplify data search across listings
72. Track invoice level profit
73. Retrieve password
74. Data Backup

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