How to Create an Invoice Access: Go to Invoices. Create: Click "New Invoice." Info: Add business details, title, and logo. Customer: Select or add customer. Number & Dates: Set invoice number, issue date, and due date. Items: List items with price and quantity. Totals: Review and finalize totals. Save & Send: Save, then email or print.
How to Create an Estimate Access: Go to Estimates. Create: Click "New Estimate." Add Details: Include title, summary, and business info. Logo: Upload if needed. Customer: Select or add. Number & Dates: Set number, date, and expiry. Items: Enter items, price, and quantity. Totals: Review and finalize. Save & Send: Save, then email or print.
How to Add a New Product Access: Go to Product Management. Create: Click "New Product." Enter Details: Add product name, price, and income category. Specify Usage: Indicate if for sales or purchases and add relevant details. Add Info: Include description, SKU, and other attributes. Save: Review details and click "Save." Confirmation: Confirm the new product appears in your list.
How to Sign Up for PassCash Visit: Go to the PassCash registration page. Enter Personal Info: Provide your full name, email, and create a password. Add Business Info: Input your business name, address, category, and tax info. Agree: Review and accept the Terms and Conditions. Submit: Click "Sign Up" to register. Verify Email: Check your email and click the verification link. Complete Setup: Log in to start using PassCash.