⚠ Editing existing invoice — all changes are logged in the audit trail
Line Items
Code
Description (multi-line OK)
Account
Qty
Unit Price
VAT%
Disc%
Total
Subtotal0.00
Less: Discount0.00
VAT0.00
Total0.00
💰 Record Payment
📄 New Bill
⚠ Editing existing bill — all changes are logged in the audit trail
Line Items
Code
Description
Account
Qty
Unit Price
VAT%
Disc%
Total
Subtotal0.00
Less: Discount0.00
VAT0.00
Total0.00
💸 Pay Bill
Bank confirmation, cheque stub, transfer receipt… attached to the bill once payment is saved.
📧 Email Invoice
💬 Send via WhatsApp
Opens WhatsApp with this message and a link to the PDF (valid for 14 days) — WhatsApp doesn't let a browser attach the file directly.
👤 New Party
📋 New Quotation
Line Items
Code
Description (multi-line)
Acct
Qty
Unit Price
VAT%
Disc%
Total
Subtotal0.00
Less: Discount0.00
VAT0.00
Total0.00
⚙️ Settings
⚠️ No company assigned to your account. Contact your administrator.
Colours
Use the colour picker or type a hex code directly — both stay in sync.
Document Theme
Controls the layout of invoices, quotations, letters and reports for this company. Colours above still apply either way.
Each company on this account can use a different layout — handy if you run multiple brands through one system.
Company identity
PNG or JPG · max 2 MB · replaces existing logo
Banking Details
Shown on quotation, invoice and statement PDFs for this company. Leave any field blank to hide the whole "Banking Details" block on documents.
SMTP — Invoices, Quotations & Statements
587 for TLS · 465 for SSL
SMTP — Payslips & HR Documents
Currency exchange rates
Add or remove currencies as needed.
VAT Registration
Applied automatically to new line items on quotations and invoices, so it doesn't need to be typed in one by one. Any line can still be changed or zeroed out individually.
Anthropic API Key
Used by Inventory Receiving to read scanned supplier documents (invoices, delivery notes, etc.).
This is one shared platform credential — not per-company.
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Paste a new key here to set or replace it. The current key is never shown once saved.
💰 New Cashbook
📥 New Cashbook Entry
This cashbook's own account posts automatically as the other leg — you only pick what's on the far side, e.g. "Capital" for money you put in, or an expense code for money paid out.