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
