When we invoice you for your yearly subscription, your invoices will appear here. Click on the invoice number to download a PDF copy for your records.
Suppliers are used for when you are adding purchase invoices. To add a new supplier, click on the plus icon at the top right of the table. Complete the form then click the Add Aupplier button.
You can use PlanMan to track your purchase invoices as well as your sales invoices. To add a new purchase invoice, click on the plus icon at the top right of the table. Before you can add a purchase invoice, you need to first add a supplier
When you create an invoice for a project, they are listed here, as well as the invoices tab of the project in question. Editing an Invoice Click on the invoice number to view/edit. You can edit anything that has a dotted line underneath it, eg ...
Expenses allow your staff members (users) to be able to claim for expenses. Click on the expense date to view/approve/delete the expense claim. Adding Expense Claims Click on the blue "Add Expense" button at the bottom left of any page and enter the ...