Accounting

	Type	Number	Customer	Date	Status	Total

Name	Company	Email	Phone	Type	Balance	Status

Item Name	SKU	Category	Warehouse	Unit	Min Stock	Current Stock	Selling Price	Stock Value (Cost)	Hazard	Status

Delivery reports generated from invoices that were converted from estimates. Click a row to view or edit the delivery report.

	DN #	Invoice	Customer	Delivery Date	Delivered By	Received By	Items	Delivered	Status

Purchase Orders issued via the Procurement module (supplyex). Click a PO to open the full record in supplyex.html.

Procurement

PO #	Vendor	Date	Status	GRNs	Amount

Invoices submitted by suppliers against fully-received purchase orders.

Invoice #	PO Ref	Supplier	Invoice Date	Status	Amount

	Name	Status	Trigger	Actions	Next run	Last run	Runs

Bank details, registration numbers and the terms shown on documents

Who must sign / approve estimates before they are sent to the customer

Who must sign / approve invoices (including converted estimates) before sending

Per-user permissions on this Invoicing page (unlisted users keep full access)

User	Email	Job Title	View All	Settings	Manage Docs	Payments	Actions
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Customer messaging and notification center configuration

New Estimate