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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Clock in, clock out, review attendance history, and see team attendance from the HR attendance page.

Request leave, review team requests, approve or reject time off, and understand time off status history.

Understand timesheet submission, approvals, decision history, and why timesheets submit immediately.

Use the inbox to act on HR approvals, review notifications, and understand why completed items disappear.

Understand how leads, opportunities, pipelines, activities, reports, and won-deal handoffs work together in Pricefic CRM.

Create or import leads, collect public enquiries, manage duplicates, and turn qualified leads into customers and opportunities.

Create opportunities, use pipeline and list views, move deals through stages, and configure pipelines for different sales processes.

Plan sales tasks, calls, emails, meetings, quotations, and notes while keeping every opportunity timeline understandable.

Move a successful opportunity into delivery by creating a project and converting a linked quotation into an invoice.

Use pipeline value, weighted forecasts, win rate, lead conversion, and lead sources to understand sales progress.