Popular Topics

Click the popular topics or category buttons to view the included support articles. 

Contacts

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

---

Invoices

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

---

Products & Inventory

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

---

Business Tools

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

---

Reports

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

---

Image & Asset Library

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

---

Community

• General Discussion
• Feature Requests

---

Getting Started

• Your Business Info
• Inventory
• Contacts
• Invoices

---

Additional Help