Income Features in ProfitBooks

By the end of this project you will be able to use ProfitBooks to manage your small business’ income. You will learn about sales orders, invoices, services, and estimates. You will be able to take a sales order from beginning to end in the system, as well as reconcile invoices attached to sales orders. As you continue through the project you will learn how to manage inventory, add services, and create estimates for customers. You will gain the fundamentals to manage income using ProfitBooks. ProfitBooks hosts your information on the secure and widely-trusted Amazon Web Services (AWS). The company has also implemented additional security features like secure-access, built-in firewalls, encrypted data storage and periodic back-ups to keep your data safe. You can read more about their security policy here: https://www.profitbooks.net/cloud-data-security/

• Income Features in ProfitBooks
• By the end of this project you will be able to use ProfitBooks to manage your small business’ income. You will learn about sales orders, invoices, services, and estimates. You will be able to take an order from beginning to end in the system, as well as close out invoices attached to sales orders. This project will guide you through creating customers, updating inventory, and taking a sales order from start to finish. You will create an invoice return for a completed sale and provide a customer with an estimate for a service that you will create in the items tab.