Docs

How to Create Invoices

Learn how to create professional invoices in Pricefic to bill your customers and get paid faster.

How to Record Transactions

Track your business income and expenses by recording transactions in Pricefic.

How to View Reports

Generate financial reports to understand your business performance with trial balances, balance sheets, and income statements.

How to Create Journal Entries

Learn how to create journal entries to record double-entry bookkeeping transactions and maintain an accurate general ledger.

Understanding Accounts and the General Ledger

Learn how accounts are organized in Pricefic and how the general ledger tracks all your journal entries and financial activity.

How the Credit System Works

Learn what credits are, when they are used, and how Pricefic handles pay-as-you-go actions like saving, downloading, and sending.

How to Set Up Recurring Invoices

Learn how to automate repeat billing in Pricefic with recurring invoice schedules, delivery options, and issue dates.

How to Reconcile Bank Transactions

Import your bank statement, review suggested matches, and create clean posted transactions in Pricefic.

How to Customize Document Templates

Learn how to customize document templates in Pricefic by changing line item columns and adding custom business or customer fields.

How to Use Signatures on Documents

Create reusable signatures, add them to invoices and quotes, and manage signature images in Pricefic.

How to Add Images to Invoices and Quotes

Upload reusable image blocks and attach them to invoices, quotations, and other documents in Pricefic.

How to Manage Inventory Stock

Track stock levels, adjust quantities, and review item movement history in Pricefic.

How to Filter and Find Documents

Use type, status, and date filters to quickly find invoices, quotations, and receipts in Pricefic.

How to Manage Email Preferences

Choose which Pricefic emails you receive, including bookkeeping and reminder-related notifications.

Ready to simplify your paperwork?

Join thousands of business owners who trust Pricefic to handle their invoicing, bookkeeping, and reporting. Create an account today.