If you are providing your services to foreign clients, you might want to create invoices in currency that is different than your base currency. ProfitBooks supports multi currency accounting and invoicing. While creating new customers or vendors, you need to specify their currency & ProfitBooks will use that currency in invoices or other vouchers. Lets…
What is a Sales Order & where is it used? The Sales Order, sometimes abbreviated as SO, is an order issued by a business to a customer. A sales order specifies the details about products and/or services ordered by a specific customer along with the price, quantity and terms and conditions. Businesses use it as a confirmation…
A big Thank You for joining ProfitBooks. Here is how you can get started with your account setup.. What Next? Learn how to create an invoice Learn how to manage business expenses
You can’t control what you don’t track! So, if you want to reduce business expenses, you must start tracking them. Here is how you can track and manage business expenses with ProfitBooks. Follow these steps if you have already paid for the expenses and now want to record the transaction details : Follow these…
Lets first understand What is Proforma Invoice and where it is used. According to this definition on Investopedia, Proforma Invoice is like a preliminary bill of sale sent to buyers in advance of a shipment or delivery of goods. Typically, it gives a description of the purchased items, notes the cost, as well as other important…
Imagine you have customers data stored in another system and you want to import it in ProfitBooks. Lets see how you can import contacts like customer’s or vendor’s list from a file easily. Please follow below mentioned steps: Login to ProfitBooks and go to Income -> Customers Click on ‘Import Customers’ option available near ‘Add…
ProfitBooks makes it very easy to create beautiful invoices. Lets see how to create an invoice for the first time. With ProfitBooks you can create 3 types for invoices: Credit Invoice (Used when the payment is expected in future) Cash Invoice (Used over the counter sales) Time-Based Invoice (Used for billing against tasks) Lets see how to create…
