Your Step by Step Build to Bookkeeping
To make life easy, we've created a step by step guide to the Onlinetradesmen Bookeeping app.
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Track business performance
Bookkeeping dashboard allows you at view your business income and outgoings briefly including a visual of Payments Issued invoices Expenses Issued estimates Issued Advanced payments At this level you can also quickly create new invoices, estimates ...
How to create an estimate
In most cases, you will start an engagement with a client by sending them an Estimate /Quotation. You have the option of doing this in a professional manner on the system also. To create an estimate in the left vertical menu, select " Issued ...
How to enter expenses
Select the "Received documents" in the left vertical menu and click invoices ‘Incoming invoices’ window opens which will allow you to enter the invoice of an incoming expense. You can enter a new invoice either by uploading or entering details ...
How to send a payment reminder
Click on the "Dashboard" icon. The home page of your business opens. Look for "Active documents". To send a reminder to the desired customer, select the three vertical dots and click "Send". Click "Send". The reminder will be sent to your saved ...
How to email a document to a client
Open the issued invoice that you want to send. Click on the letter icon (Send). A new window will open. Enter the recipient, write a message, and send. Next step: How to create an advance document