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Guides and answers for running your business in Sales Scribe — from your first invoice to understanding your reports.

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What is Sales Scribe? Create your account and first organisation The set-up checklist Move your books to Sales Scribe Explore with the sample company The dashboard explained

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Getting started Set up your account and learn your way around. 7 articles

Your account, organisations and users Organisations, billing accounts, users, roles and plans. 14 articles

Accountants & advisers 3 articles

Settings Tax, currency, chart of accounts and document numbering. 19 articles

Customers Add and manage the people and businesses you sell to. 8 articles

Suppliers Add and manage the businesses you buy from. 5 articles

Directors and officers Your officer register and directors' loan accounts. 5 articles

Products and services Your catalogue, inventory and account codes. 4 articles

Quotes, estimates and proforma invoices Win work with quotes, estimates and proforma invoices. 10 articles

Sales invoices Create, issue, send and manage sales invoices. 13 articles

Credit notes Refund or correct an invoice with a credit note. 5 articles

Payments Record and allocate money in and out. 13 articles

Banking 8 articles

Purchases Purchase orders, goods received, bills and supplier payments. 15 articles

Accounting How Sales Scribe keeps your books behind the scenes. 8 articles

Reports Profit & loss, VAT, aged reports and exports. 18 articles

Templates and branding Make your documents look like your business. 4 articles

Emailing and sharing documents Send documents and see what your customer sees. 4 articles

Troubleshooting Answers when something will not do what you expect. 13 articles

Reference Plain-English definitions of the terms we use. 1 article

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