Popular Topics

Click on the following popular topics or topic category buttons to view all of the included support articles.

Contacts

• Contact List
• Contact Profile
• Working with Contacts
• List Builder
• Preferred Program

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Invoices

• General Overview
• Popular Invoice Topics
• Discounts, Sales Tax, & Shipping
• Account Balances & Payments

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Products & Inventory

• Inventory Orders
• Importing Inventory Orders from InTouch
• Product List
• Product Profiles
• Loaning to or Borrowing from an Individual

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Business Tools

• Emailing, Printing Labels, & Misc.
• Invoice Log
• Expenses
• Reward Program
• Checklist
• Calendar

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Reports

• Year-End Tax Reporting
• Invoices
• Expenses
• Contact List
• Products
• Miscellaneous

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Image & Asset Library

• Seasonal & Social Media Images
• Banner, Footer, & Email Images
• Customizable PDF Assets

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Community

• General Discussion
• Feature Requests

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Getting Started

• Your Business Info
• Inventory
• Contacts
• Invoices

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Additional Help