title: User guide description: One page per screen, in the order of the left navigation. Each page has the same shape: what you see, the tasks step by step, the statuses, the limits, and the questions people ask.
User guide¶
One page per screen, in the order of the left navigation. Each page has the same shape: what you see, the tasks step by step, the statuses, the limits, and the questions people ask.
| Page | What it covers |
|---|---|
| Invoices | create, submit, drafts, rejected, PDF, share |
| Dashboard | What needs attention, money in and out, VAT, growth and who owes you, at a glance |
| Payments | money in and out, reverse, match, reconcile |
| Bank statements | upload, map columns, duplicates, close lines |
| Credit and debit notes | Reduce or increase an issued invoice without editing it |
| Clients and client groups | The buyers you invoice, and groups for reporting |
| Items | Products and services with prices, VAT categories, images and stock |
| Purchases and vendors | Record bills from vendors, ZATCA-verified or manual, and the vendors themselves |
| VAT reports | Sales and purchase VAT totals for your periodic return |
| Branches | Your locations, their addresses on invoices, and which device belongs where |
| Devices and certificates | ZATCA connections: add a device, follow its onboarding, and watch certificate expiry |
| Users and roles | Invite colleagues, set roles, deactivate accounts |
| API keys | Credentials for your own ERP or POS to create invoices through the Integration API |
| Organisation profile and multiple organisations | Business identity, and belonging to more than one organisation |
| Subscription and billing | Your plan, usage, and paying by bank transfer |
| Onboarding wizard | What each setup step records, for reference |