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 how Pricefic credits work, how to buy credits, and when credits are used.

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 Teams and Shared Access Work

Learn how team access works in Pricefic, how shared resources appear automatically, and how business selection determines ownership.

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.

How to Manage Taxes

Save reusable tax rates, apply multiple taxes per document, and keep your invoicing consistent across teams.

How to Manage Employees

Create employee records, assign managers and departments, and keep your team information organized in Pricefic.

How to Invite Employees and Manage Employee Access

Add employees to your Pricefic team, link them to employee records, and let them update their own profile details.

How to Organize Employees With Departments

Create departments, group employees by business area, and use parent departments to represent your team structure.

How to Manage Employee Profiles

Track employee details, skills, work history, documents, managers, and direct reports from one profile.

Ready to simplify your paperwork?

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