Documentation

Simple step-by-step guides written so even a first-time user can finish the task without confusion.

Set up firm, date, numbering, and first checks before live work.

Create clean party records with phone, address, and GST details.

From party selection to share-ready PDF in one safe sequence.

Create product and service items with tax, unit, and stock settings.

Know which document to use so stock and billing stay correct.

Track due and received amounts without ledger confusion.

Track stock, mixed units, audits, and warning states.

Invite staff, share access code, and keep permissions safe.

Create backups, save passphrases, and restore without panic.

Fix blocking issues before sending GST files or summaries.

Export checked CSV and PDF files for owners and accountants.