Getting Started

Getting Started - Adding a New Customer (Article with Video)

Written by Support
Updated over a week ago

Getting Started - How to create and send an Invoice (Article with Video)

Written by Support
Updated over a week ago

Getting Started - How to Send Invoices with the "Pay Now" Option so customers can pay online (Article with Video)

Connecting your ZarMoney Account to Stripe to accept credit card payments online using the 'Pay Now' Option

Written by Support
Updated over a week ago

Getting Started - How to Receive Payment (Article with Video)

Written by Support
Updated over a week ago

Getting Started - How to Issue a Customer Refund (Article with Video)

Written by Support
Updated over a week ago

Getting Started - Create A New Sales Order (S.O.) (Article with Video)

Written by Support
Updated over a week ago

Getting Started - Create an Invoice From a Sales Order (Article with Video)

Written by Support
Updated over a week ago

Getting Started - Add a New Vendor (Article with Video)

Written by Support
Updated over a week ago

Getting Started - How to Record an Expense (Article with Video)

Written by Support
Updated over a week ago

Getting Started - How to Enter a New Bill (Article with Video)

Written by Support
Updated over a week ago

Getting Started - How to Write and Print a Check (Article with Video)

Written by Support
Updated over a week ago

Getting Started - Create New Purchase Order (Article with Video)

How to create a PO, enter information, and enter items.

Written by Support
Updated over a week ago

Getting Started - How to set up and add an item (Article with Video)

Written by Support
Updated over a week ago

Getting Started - How to Duplicate Items (Article with Video)

Written by Support
Updated over a week ago

Getting Started - Single Item Inventory Adjustment (Article with Video)

Single Item Inventory Adjustment

Written by Support
Updated over a week ago

Getting Started - How to Make Initial Inventory Adjustments (Article with Video)

How to create an Inventory Adjustment via Initial Quantity on Hand

Written by Support
Updated over a week ago

Getting Started - How to do a bulk inventory adjustment (Video)

Written by Support
Updated over a week ago

Getting Started - How to Add a Bank Account (Article)

Written by Support
Updated over a week ago

Getting Started - How to reconcile bank accounts (Video)

Written by Support
Updated over a week ago

Getting Started - How to Record Merchant Fees (Article with Video)

Accurately record Credit Card fees that are deducted from the payments we receive from customers when using an intermediary such as Stripe.

Written by Support
Updated over a week ago

Getting Started - How do I upload/import bank statement transactions? (Article with Video)

How to import OFX, QFX Transactions to Bank account register.

Written by Support
Updated over a week ago

Getting Started - How to set up Chart of Accounts (Video)

Written by Support
Updated over a week ago

Getting Started - How to set up Users and User Roles (Article with Video)

Written by Support
Updated over a week ago

Getting Started - How to enable the Sales Tax Feature (Article with Video)

Written by Support
Updated over a week ago

Getting Started - How to set up Sales Tax (Article with Video)

Written by Support
Updated over a week ago

Getting Started - How to set up and take payments by Credit Card (Video)

Written by Support
Updated over a week ago

Getting Started - How to Add a Logo to my Invoices (Video)

Written by Support
Updated over a week ago

Getting Started - Are there keyboard shortcuts for ZarMoney? (Article)

A list of keyboard shortcuts for transactions.

Written by Support
Updated over a week ago