Invoices & Estimates

PDF Generation for Invoices and Receipts
This article explains recent improvements to the PDF generation system used for invoices and receipts. These updates deliver faster downloads, more reliable...
Tue, 27 Jan, 2026 at 6:11 PM
Managing Document Attachments for Estimates and Invoices
Attachments allow supporting files to be included directly with financial documents, helping customers receive all relevant information in a single, comple...
Tue, 27 Jan, 2026 at 3:50 PM
How to view all "Chart of Accounts" within the Xero Integration?
If you are unable to view your Chart of Accounts in your CRM after connecting with Xero, follow the steps below to enable it. Step 1: Go to Settings in Xe...
Fri, 29 Aug, 2025 at 4:05 AM