Price offers allow you to create and send properly formatted offers to customers quickly and easily. The system lets you track the status of each offer and convert it into the appropriate next document – such as a sales order, purchase order, proforma invoice, or sales invoice – with just […]
Sales invoice entry view settings
This guide includes references to the initial settings you may want to review in relation to sales invoices, as well as explanations of the different fields in the sales invoice entry view. If the has not been saved, no transactions will be generated for the documents. Before creating your first […]
Changing password
To change your password, go to your profile management page in SimplBooks. In the top right corner, next to the company name, you will see a person icon. Hover over it to open the menu and select My profile. In the opened view, click the Change password button. Enter your […]
Users groups
User groups make it easier to manage permissions – just select the right group instead of setting permissions for each user separately. For additional questions, please write to us at support@simplbooks.ee
Billing (company information, plan change, deletion, and restoration)
What is a billing profile? The billing profile contains all the necessary details used for sending invoices to your company for software usage. This includes your company name, registration number, and the email address used for sending invoices – everything required to ensure that you receive accurate and correctly formatted […]
Marking the credit invoice as paid (sales invoice)
The guide describes the process of marking a credit invoice as paid using a sales invoice as an example, but the same principle applies when dealing with purchase invoices. First, you need to find the credit invoice that is pending payment from the list of invoices. You can do this […]
Sending payments to the bank
Purchase invoice payments can be sent to the bank via the bank integration or by exporting them from a file. The different options are described below. For international payments, banks allow the use of only one field – either the payment description or the reference number. Since the invoice number […]
Unbound payments
Unbound payments are payments made to suppliers that are not linked to a purchase invoice. In the purchase ledger, these are recorded as prepayments. Unbound payments can be found by going to Operations -> Payments. Data can be searched and sorted based on all visible parameters. More information on how […]
Activating CostPocket integration
Activating the CostPocket integration in the SimplBooks environment takes only a few minutes, but digitizing expense documents can save hours of work time annually, allowing for more efficient use of that time. Activation: Settings -> Integrations -> CostPocket After clicking the “Activate” button, a page will open where you can […]
Unmatched receivables
If the receipt is not linked to a sales invoice, its status will be displayed as “Pending.” In the sales ledger, these receipts are recorded as prepayments. Receipts can be found by going to Operations -> Receipts. Data can be searched and sorted based on all visible parameters. More information about […]
