- Create and send invoices with descriptions
- Record payments against invoices
- Track and manage unpaid and overdue invoices
- Create and send quotes for review and agreement by customers
- Convert quotes to invoices and send them to customers
- Manage all invoices and transactions for each contact
- Create products and service records, including managing inventory levels
- Enter money in and money out transactions with 3D touch or on an iPad
- Apply categories, descriptions, and references to transactions
- Add contacts and photos of receipts or bills to transactions
- View receipts or bills in the app
- View performance data for the week, month, or year
- Compare business performance from month to month or in previous years
- View data in the Accounting web application
- Simple list view of all transactions
- Apply filters and search for transactions
- Import contacts from iPhone or iPad
- Attach contacts to transactions
- View contact details and their transactions.
- Requires iOS 13.6 or later.