Invoicing and Sales
Effectively managing your invoices and sales (revenue).
31 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
- How to record prepayments for revenue on Tyms Accounting SoftwareWhat is prepaid income? Learn how unearned income works in accounting and how to record it as an invoice prepayment in Tyms.