Invoicing and Sales
Effectively managing your invoices and sales (revenue).
30 articles
- How to Create Invoices for your CustomersLearn how to create an invoice manually and 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 Tyms
- 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 Tyms
- 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 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 income entries in Tyms
- 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
- How to Manage Sales Invoices, Receivables, and Aging Reports
- How to Manage Cash-Based Sales in AdamLearn how to record, manage, and export cash-based sales in Adam, including walk-in and instant payment transactions, all from the Income table.
- How to Record Income (Cash Sales)How to record sales when payment has already been received
- How to Edit and Manage your Invoice RecordsManaging Invoices: Edit, Record Payments, Download, Duplicate, and Delete
- How to Create Quotes for your CustomersLearn how to create a quote manually, track potential sales, and seamlessly convert them into records when accepted. Updated today
- How to Edit and Manage your Quotes RecordsManaging Quotes: Edit, Publish, Download, Duplicate, and Delete
- Adding Quotes Using PromptsLearn how to add quotes quickly and easily using natural language prompts with Adam
- Adding Income Using PromptsLearn how to add income and prepaid records quickly and easily using natural language prompts with Adam
- Import Bulk Invoices Using the Tyms Excel TemplateLearn how to upload bulk sales invoices using the Tyms Excel template.
- Import Bulk Income Using the Tyms Excel TemplateLearn how to upload bulk Income using the Tyms Excel template.
- How to Export Your QuotesDownload your quotes records as an Excel file for offline use, reports, or client review