Make Sales, Offers, & Reports

Transactions (Premium Only)

• What are Transactions?
• How do I make a Transaction?
• How do I generate an Invoice from a Sales Transaction?
• How can I customize my Transaction Invoice?

Reports & Custom Templates (Premium Only)

• Where can I find Reports?
• What is a Report Template?
• How do I create a new Report Template?
• How do I view or edit my saved Report Templates?
• How do I generate a new report from a saved Report Template?
• How do I find and download Exported Reports?

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Forms (Premium Only)

• What is a Form?
• How do I add my logo to a Form?
• How can I edit my Form?
• How can I run a charge through an Invoice?