How to Create Invoices
Create professional invoices, send them to customers and track payment follow-up.
Read Article →Getting Started with SigmaBoyERP
A complete step-by-step guide to start your account and begin managing your business.
SigmaBoyERP brings customers, sales, projects, invoices, tasks and support into one workspace. This guide walks through the first steps after you create an account.
Create your company profile
Sign in and open Setup to add your company name, logo and default currency. These values appear on invoices and the customer portal.
Add your first customers
Use Customers to store companies and contacts. Keep phone, email and billing details on the customer record so sales and invoices stay connected.
Create a lead or invoice
If you are still qualifying work, start with Leads. When you are ready to bill, create an invoice from the customer record. Reports then show what is moving.
Need help while you set up? Visit the Help Center or contact the team from the public website.
Need more help? Help Center or Contact.
