The Dashboard is the main page with statistics for your business. In the main section, you can track the total number of all invoices, proforma invoices, customers, and products. Below that, you can see the total invoiced amount to your clients, the total amount collected from clients based on created invoices, the total due amount,...
To manage invoices, you can click on the “Create” button in the top right corner or on the plus sign in the bottom right corner, then select “Create Invoice”. After clicking on “Create Invoice”, a form will appear where you can enter all the necessary invoice information. At the beginning, you can edit the Invoice...
To manage estimates, you can click on the “Create” button in the top right corner or on the plus sign in the bottom right corner, then select “Create Estimate”. After clicking on “Create Estimate”, a form will appear where you can enter all the necessary details for the estimate. At the beginning, you can edit...
To manage bills, vendors, expenses, and products or services, there are separate pages within the app, and we will explain in detail how each section works below. Note: Before you can view these pages, you need to enable their visibility in the settings. Here’s how: By doing this, you will activate access to pages such...
To manage customers, you need to go to the Customers page. You can find this page by clicking on “Customers” in the left menu, or if you are already logged into the app, you can click here: https://app.adbooks.co/admin/customer and you will be automatically redirected to the Customers page. On this page, you can: By clicking...
To create a recurring invoice, go to the “Recurring Invoice” section in the left menu of the application. Alternatively, you can directly access the recurring invoice creation page via this link. After that, a form will appear where you can enter the required details. Entering Data for Recurring Invoice Select the Client – You can...
To manage business reports, you need to click on “Reports” in the left menu. The following options will appear: In this part of the application, you can track business statistics for the listed items. Managing the “Profit and Loss” Report Click on the “Profit and Loss” option to open the report page. If you’re already...
To manage HR in the application, click on “HRM” in the left menu, where you will find the following pages: Settings Click on “Settings” to manage basic configurations. If you’re already logged in, you can access it directly via this link: https://app.adbooks.co/admin/hrm/hrm_settings. The options in the settings allow you to manage the default login and...
