Invoicing and Sales
Effectively managing your invoices and sales (revenue).
How to Create the Invoice TableLearn how to organize and manage your Invoice Table to send invoices, track customer payments, and keep your records accurate
Adding Invoices Using PromptsLearn how to add invoice records quickly and easily using natural language prompts with Adam
How to Import Multiple Invoice RecordsLearn how to upload multiple invoice records at once with Adam’s assistance
How to Send an Invoice to CustomersLearn how to preview, download, and share your invoices with customers from Adam
How to Search and Filter Your InvoicesLearn how to quickly find and organize invoices using built-in search and filter tools
How to Edit and Record Invoice ItemsLearn how to update or add itemized details under an invoice in Adam
How to Record an Invoice PaymentTrack and update payments received for your invoices in Adam
How to Upload Receipts or Files to an InvoiceKeep a complete audit trail by attaching supporting documents to your invoices
How to Duplicate an Invoice RecordQuickly create a copy of an existing invoice on Adam
How to Delete an InvoiceRemove one or multiple invoices to keep your records accurate and organized
How to Export Your InvoicesDownload your invoice records as an Excel file for offline use, reports, or client review
How to Create the Income TableTrack earnings, manage customer payments, and maintain organized financial records
Recording Income Using PromptsLearn how to add income records quickly and easily using simple natural language prompts with Adam
How to Import Multiple Income RecordsLearn how to upload multiple income records at once with Adam’s assistance
How to Search and Filter Your Income RecordsLearn how to quickly find and organize income records using built-in search and filter tools
How to Send a Receipt to CustomersLearn how to preview, download, and share your income receipts with customers from Adam
How to Edit and Manage Your Income
RecordsLearn how to update income details like amount, customer, date, or payment method directly from your Income Table
How to Upload Invoices or Receipts to an Income RecordKeep a complete audit trail by uploading supporting documents to your income entries
How to Duplicate an Income RecordQuickly copy recurring income entries in Adam
How to Delete an Income RecordClean up unwanted or incorrect income entries
How to Export Your Income RecordsDownload your income data as an Excel file for reporting or sharing with stakeholders