Start Up Tutorials
Linking bank - how to link the bank account so that transactions are automatically uploaded directly from your bank.
Sales Invoice Template - how to edit a sales invoice so it shows your bank details, logo, etc
Customer refund - if you refund a customer for goods or services that they’ve already paid for.
Customer credit - if you issue a customer with a credit note and you offset it against an outstanding invoice from the same customer.
Supplier refund - if a supplier issues you with a credit note and the amount is refunded to your bank account.
Supplier credit - if a supplier issues you with a credit note and you offset it against another bill from the same supplier.
CIS return - how to submit a CIS Return to HMRC.
Contra - if you receive a payment in your bank and refund it to the same place or you make a payment and get a refund from the same place where no invoices/bills have been issued.
Undo bank transaction - if you’ve added a bank transaction to the wrong place, you amend your error.