For the complete documentation index, see
llms.txt. This page is also available as
Markdown.
Vendors & Customers
Vendors & Customers:
The Vendors and Customers pages
See everyone you pay and everyone who pays you, with their activity for the period, what's still owed, and every transaction behind the totals.
Vendors & Customers:
Add, edit, deactivate or merge a vendor or customer
Create a vendor or customer before their first bill or invoice, keep their details current, stop offering one you no longer use, and merge duplicates.
Vendors & Customers:
Link bank descriptions to saved vendors
Put bank transactions under the vendor they belong to. ZeraBooks suggests links it's sure of, and every similar transaction in every month follows.
Vendors & Customers:
Recategorize a vendor's transactions
Move many of a vendor's bank transactions to a new category at once from the Vendors page, or fix one transaction and apply it to similar ones.
Products & Services
Products & Services:
Create a product or service
Save what you sell or buy once, with its price and category, and every invoice or bill line that uses it fills itself in.
Products & Services:
Variants and groups
Sell one product in several sizes or versions with variants, and organize your catalog into groups with their own icon and color.