How can we help?
PayTraq Customer Support
Quick guide to get started
How to add opening balances?
How to setup initial inventory?
CSV Data Import
How to add a new user?
View all articles in “Getting Started”
How to close the fiscal year?
How to lock period?
How to convert CSV file to Excel?
How to open CSV with LibreOffice/OpenOffice?
How to edit a posted invoice?
How to cancel a posted invoice?
How to delete a posted invoice?
How to add a payment from the invoice?
View all articles in “General Questions”
Invoice Online Link
How to create a new sales invoice?
How to create a recurring invoice?
How to send e-invoice?
Proforma Invoices (Prepayments)
How to create a proforma invoice?
How to create a new quote?
View all articles in “Sales”
How to work with PayTraq Inbox?
How to create a new purchase invoice?
How to create a new expense claim?
How to create a purchase proforma invoice?
How to connect Dropbox to Purchase Inbox?
How to receive e-invoices?
View all articles in “Purchasing”
Import of bank statements
How to start accept invoice online payments?
Setting up Open Banking feed
Setting up PayPal bank feed
Setting up Wise bank feed
View all articles in “Money”
How to create a new product?
How to create a new warehouse?
How to create a new outgoing shipment?
How to create a new incoming shipment?
How to create a new inventory adjustment?
Physical Inventory Adjustments
View all articles in “Warehousing”
How to view the Chart of Accounts?
How to create a new manual journal?
Recurring manual journals
Partner Balance Confirmation
VAT closing entries
Taxes closing entries
View all articles in “Accounting”
What bookkeeping is and why it is important for business?
What is a Chart of Accounts?
What is an account in accounting?
Debit and Credit in Accounting Entries: Is It So Complicated?
General Journal and General Ledger
Profit and Loss Statement
Understanding a Balance Sheet
Counterparty in bookkeeping
View all articles in “PayTraq U”