After you've created an account and logged into the app, you'll see a dashboard with a summary of your finances, including your net balance, total income, total expenses, and pending payments. You can navigate the app by tapping the hamburger icon in the top right corner. On the side, a navigation bar displaying the most popular features will appear. Income, Expenses, Customers, and Products are among the features available, as are new features that will be available soon.
Simply tap the hamburger in the top right corner of the home screen to access your settings. When you tap this, a navigation bar would appear from the right and you click on Settings. You will then be taken to your account's settings, where you can,
- Edit your business details
- Customise your invoice
- Manage your client payment options
- Manage your tax settings
- Select your type of business: Product-based or service-based
- Manage your subscription.
The dashboard screen on the web version of the application will also include a summary of your company's finances: net balance, total income, total expenses, pending payments, top selling products, and top billed clients. You will see various sections of the application on the side navigation menu, including
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If you have questions or need assistance, please do not hesitate to contact us.