How Do I Find Previous Documents Created on the Desktop Version?

Looking for your old invoices, quotes or other documents?

To find the documents that you have previously created is quick and simple.  

Sales 

You will find all your quotes, invoices and jobs sheets within the Sales section. (Basically, anything that brings money into your business). 

To view the status of your documents, click on the drop-down menu.

Raised - you have created the document but have not yet sent it to the customer.

Pending Payment - you have sent your invoice and are awaiting payment.

Costs

You will find your purchase orders, supplier invoices and expenses within the Costs section.