Contacts, products and services
Contacts
Contacts holds your customers and suppliers: name, email, phone, address and notes. A customer can be set to be invoiced as one of your trading names.
From a contact you can start a New invoice or New bill, or see their Statement. Archive contacts you no longer deal with; their history stays.
Statements
A statement lists everything with a customer between two dates: invoices, payments and credit notes, and what's still owing by age. Print / Save PDF, Email and Export CSV.
A customer statement
Products and services
Products & services keeps the lines you use often, for selling (invoices) or buying (bills). Each has a name, the description to show on the document, a price (inclusive or exclusive of tax), a category and a tax code.
Add one on an invoice with Add saved item…, or turn any line into one with Save as item.
Categories
Categories sorts your income and expenses: Rent, Software, Design services. Each has a type and a usual tax code, which new transactions pick up. In the US, each can be mapped to a Schedule C line.
A category can sit inside another (Car › Fuel), one level deep. Reports total them under their parent.