KatisoBiz

Guides

Just signed up? Start with the step-by-step walkthrough. Once you are going, here is one short guide per feature, each with a picture of every screen.

A new, empty quote

Send a quote

3 steps · Under a minute once your prices are in

A new, empty invoice

Create and send an invoice

3 steps · Under a minute

The Reports screen, with Customer statement under Take it with you

Send a customer statement

2 steps · About a minute

The Slips screen, with a slip waiting to be checked

Keep your slips for tax

3 steps · A few seconds per slip

The Reports screen, showing the Quotes and Invoiced tiles

Read your reports

3 steps · A minute to read

The Payments panel on an invoice, showing the full amount still outstanding

Record a payment

3 steps · About a minute