Getting Familiar with Juan's Features

This guide introduces Juan's key features with helpful tips to make it easy for users of all levels to get the most out of its capabilities.

Welcome to Juan!

Explore the sidebar guide (located at the right) to navigate the features covered here. It includes helpful videos showcasing Juan’s main features.

Home & Help

CONFIGURE SETTINGS

Account & Appearance

Organization Details & User Management

Chart of Accounts (COA)

VAT Profiles

Custom Fields

Tracking Tags & Nano Classifiers

GETTING STARTED WITH CONTACTS AND ITEMS MANAGEMENT

Create and Organize Contacts

Setup Items List (Goods and Services)

USING BUSINESS FEATURES

Navigating Invoices and Bills Dashboard

Using Invoices/Bills Settings and Transaction Defaults

Filling up Invoices/Bills Transactions

Recording Payments

Using Nano Classifiers and Tracking Tags

Utilizing Magic Search

Using Credit Notes & Applying Credits

Approving Invoices or Bills

Sending Invoices or Bills

Vouchers

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