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Conventions used in this manual

Start here · About this manual·1 min read

  • Bold text names something you can see on screen — a button, a menu item, a field label or a page title. For example: click Mark as delivered.
  • Navigation paths are written with arrows, starting from the module: Sales → Invoices → New invoice means open the Sales module, choose Invoices in the left rail, then click the New invoice button.
  • Keyboard shortcuts are shown as keys: ⌘K on a Mac is Ctrl+K on Windows and Linux.
  • Three kinds of callout appear throughout:
24.2Keyboard shortcutsKeys Action ⌘K / Ctrl+K Command palette / Focus global search ? Keyboard shortcut help ↑ ↓ Enter Esc Navigate the palette Enter in Quick add Add a Dashboard…Glossary and quick referenceHow the manual is organisedThe manual follows the same structure as the product: one chapter per module, in roughly the order you would set things up and then use them. Part Chapters…About this manual2.4Keyboard shortcuts and the command paletteKeys What it does ⌘K / Ctrl+K Open the command palette. / Focus the global search box. ? Show the keyboard-shortcut reference. ↑ ↓ Move the highlight inside…The Workspace and finding your way around5.3InvoicesThe invoice is the formal request for payment and the document that drives your accounts receivable. The Invoices list Sales → Invoices shows status tabs —…Sales