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Import Contacts (Customers/Vendors) into ProfitBooks

Getting Started, Knowledge BaseBy iharshal September 9, 2014 1 Comment

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…

How to create an invoice

InvoicingBy iharshal August 6, 2014 2 Comments

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…