Adding a supplier to LimeBooks

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• Adding a customer to LimeBooks

  1) Click on Business Details 2) On the right hand side you will see a heading Business Customers To add a customer individually click Add New Customer To edit a customer click View/Edit Customers To import a customer list click Import Customers. (You ...

• Raise a sales invoice

  1) Head to the Sales section 2) Click the 'New Invoice' button 3) Select the customer you wish to raise an invoice for. a) If there are no existing customers, you can add a new customer from the business details section or you can click on the 'New' ...

• View a list of all sales invoices raised

  1) Head to the Reporting section 2) Under 'Sales Report', click Generate Sales Report 3) From the drop-down menu, select Sales Invoices 4) For period, click the drop-down menu and select View All 5) Click the Generate Sales Report button You'll now ...

• Convert a quote to a sales invoice

  1) Head to the Sales section 2) Click on Quote located on the left hand side of the page. You should then receive a pop up messing asking if you wish to convert the quote into a sales invoice. 3) Click continue 4) Review the sales invoice, and press ...

• Record a payment against a sales invoice

  To record a payment received you will need to match this via the bank/cash section. 1) Head to the Bank Accounts/Cash Accounts section 2) Find the payment that has been received 3) Click Match 4) Select the invoice that you wish to record payment ...