Every edit is kept — newest first. Nothing here can be lost or overwritten.
This sets the steps, the details we ask for, and what your customer is told.
Pick what came back. The customer is refunded what they actually paid, and a credit note is made.
Shown on tax invoices and receipts. Saved to this customer.
Automatic WhatsApp texts to your customer at each step. Use these in your message: {name} {business} {order_number} {when} {amount} {items}.
Optional — most businesses can skip this. Set it up only if you want invoices to come from your own email address.
Upload a CSV with your product list. Needs at least a Name column. Price, Unit, Category and Qty are optional.
Download template CSVWork out what a product truly costs — then pick a price with the margin you want.
A 6-digit code will be sent to your current email address to verify the change.
Import transactions from your bank. Supports PDF and CSV from FNB, Absa, Standard Bank, Nedbank and most SA banks.
Unlock the full power of your business brain.