What is here
Sales
Invoices, quotes, credit notes, delivery notes, customers and statements.
Purchases
Vendor bills, purchase orders, debit notes, vendors and statements.
Payments
Record money in and out, allocate it to invoices, and void mistakes.
Reports
Revenue, aging, tax summary, and your dashboard figures.
The sales cycle
1
Quote
Prepare an estimate for a customer. Optional — many businesses invoice directly.
See Quotes and orders.
2
Invoice
Create the invoice, as a draft you can still change. See
Create and send an invoice.
3
Send
Email it as a PDF, or download and send it yourself. The status moves to Sent.
4
Transmit to ZRA
If Smart Invoice is set up, the invoice goes to ZRA. See
Smart Invoice.
5
Get paid
Record the payment and allocate it to the invoice. See
Recording payments.
6
Chase what is late
Use the aging report and statements. See
Reports and statements.
Document types
Sales — money coming in
Purchases — money going out
Mining exports
If you export minerals, a separate chain applies — commercial invoices before export, then provisional and final invoices as the price settles. See Mining and export invoices.Document statuses
Payment methods
Your dashboard
Below these sit a revenue trend and a breakdown by status.
Where to start
Set up invoicing
Company details, bank details, tax rates, numbering and templates. Do this first.
Add your customers
Contact details, billing addresses, TPINs and payment terms.
Build your catalogue
Products and services with prices and tax rates, so invoicing is a few clicks.
Raise your first invoice
The full flow from draft to sent.