Help · Getting started & onboarding
How to create a document quickly from anywhere
Quick create starts a new invoice, bill, payment, customer, vendor, item or expense without navigating menus.
Who can do this: Admins and Accountants. Viewers can open it but not change anything.
Steps
Step by step
- Click the + (Quick create) button at the top.
- Choose what to create, e.g. Invoice.
- The new-document form opens; fill it in and choose Save as draft or Save and submit.
- You return to the document view, where you can email or print it.
Related guides
Need a hand?
WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.
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