Set up sales — customers, quotes, and invoices
Set up Finance first so your invoices post correctly and charge the right tax. Products are optional — you can also type free-text line items.
Set up in this order
- Deal stages — open Settings → Deal Stages. A six-stage pipeline is ready; customize it if you like.
- Customers (Accounts) — open Accounts. Create these first; everything in sales links to a customer.
- Contacts — open Contacts. Each contact belongs to a customer, so add the customer first.
- Leads and Deals — open Leads and Deals to track opportunities and convert leads into customers and deals.
Quotes, invoices, and payments
- Invoice templates (optional) — Invoices → Templates lets you pre-fill default terms, notes, and line items.
- Quotes — create, send, and convert a quote to an invoice, project, or work order.
- Invoices — calculate tax and post to your books automatically when sent.
- Payments — record against an invoice using Invoices → Record Payment.
- Credit notes — issue refunds or credits against invoices.
Quote, invoice, and credit-note numbers are generated automatically.