Workflows from start to finish

Returning customer: prepare a new draft from a past job Duplicate a past job into a new draft and review every detail that can change.
Moving systems: transfer contacts, open invoices, and balances Agree the migration scope before importing contacts, unpaid documents, or starting balances.
Freelancer: go from an estimate to your first paid invoice Keep the agreed quote, invoice, and actual payment connected as you complete your first job.
Consultant: track monthly retainer hours and bill extra work Keep included retainer hours separate from extra work that may need another invoice.
Designer: offer several packages and invoice the client's selection Present clear package choices and invoice the scope the client actually accepted.
Service business: bill a deposit, then collect the balance Separate a planned deposit from money already received.
Shop: sell an item and review stock levels Use an inventory-tracked product when you need the sale to affect stock records.
Contractor: track project purchases and compare costs with revenue Keep purchase costs connected to the project before comparing them with customer revenue.
Bookkeeper: reconcile a bank statement and prepare month-end reports Review the bank statement and source entries before producing the month’s reports.