Q
How to create customer?
You can create a new customer in GBooks. Here’s how:
- Go to Sales and then select Customers.
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- Click + New Customer.
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- Please provide all details in the input fields.
- Click on Create Customer.
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Table of content
Contact
Address
Order
- How to create an order for customer?
- How to update the order details?
- How do I delete a order?
- How to add bill for the order?
- How to update bill for the order?
- How do I delete a bill for the order?
- How to create note for the order?
- How to update note for the order?
- How do I delete a note for the order?
Invoice
- How to create an invoice for customer?
- How to update the invoice details?
- How do I delete invoice?
- How to cancel invoice?
- How to download PDF for Invoice?
- How to clone invoice?
- How to update billing and shipping address on click of sync info?
- How to share invoice for client?
- How to add item to an invoice?
- How to update the invoice items details?
- How do I delete item in invoice?
- How to add revenue to an invoice?
- How to update revenues details for invoice?
- How to update revenues details for invoice?
- How do I delete revenues for invoice?
Revenues
Estimate
- How to update the Estimate details?
- How do I delete Estimate?
- How to add items for Estimate?
- How to update the Estimate items details?
- How do I delete Estimate item?
- How to share estimate to client?
- How to convert to estimate to invoice?
Notes
Customers
