Before you start

 
  • What do I need to use the software?

  • How do I create a user account ?

  • How do I login to my account?

  • How can I subscribe?

  • How can I change or add credit card details?

  • How can I upgrade my subscription plan?

  • How can I change my password?

  • How can I create account users and permission?

 

Starting with Aliphia

 
  • How I upload my logo and contact information?

  • How do I remove Aliphia branding? ؟

  • How I configure my invoices?

  • How I configure my quotes?

  • How I configure my orders?

  • How I configure my email?

  • How I set up my merchant account?

  • How I do a backup?

  • How I delete all my data?

  • How can I import data?

  • How can I add another society?

 

Customers

 
  • How do I create a customer?

  • How can I search for a customer?

  • How can I personalize my customer’s list?

  • How do I see what a customer owe me?

  • How can I create an account statement?

  • How can I create a user account for my customer?

  • How can I keep track of my customer activity/account activity?

  • How can I send an sms/fax?

  • How can I send an email to my customer?

  • How can I send an email to many customers?

  • How can I export all my customers?

 

Invoicing

 
  • How do I make an invoice?

  • How can I remove the aliphia branding logo?

  • How can I edit an invoice?

  • How can I attach a file to an invoice?

  • What does the different status of the invoice mean?

  • What is the difference between deleting an invoice and putting it in void status?

  • When do we need to put the invoice in void statut?

  • What does “write-off” mean?

  • How can I download, print or delete an Invoice?

  • How can I send an invoice to a customer?

  • How can I register payment to the invoice?

  • How can I make a recurring invoice?

  • How can I change currency on an invoice ?

  • What is a “price list” and how can I create it?

  • How can I apply a “price list” on an invoice?

  • How can I apply taxes on an invoice?

  • How can I change the number of an invoice?

  • How can I send an invoice on the mail?

  • How can I add Custom Fields to an invoice?

  • How can I add a Custom Field to an invoice Template?

  • How can I add shipping charges?

  • How can I add a discount or an amount to the invoice?

  • How can I add a fixed discount on an invoice?

  • Why the payment icon is not showing?

  • How can I print a delivery note or a packing slip?

 

Billing

 
  • How can I create a bill?

  • What are the different status of a bill?

  • How can I add products on a bill automatically to stock?

  • How can I record the payment of a bill?

  • How can I personalize the numbers of my bills?

  • What does “write-off” mean in a bill?

  • When does  the quantity of products get updated automatically?

  • Where do I find the bill’s payment records?

 

Credit Note

 
  • What does a Credit Note mean?

  • In what situation should I use a Credit Note?

  • How can I make a Credit Note?

  • How can I use the amount of a Credit Note for a customer?

  • What does the status of Credit Note mean?

 

Vendor Credit

 
  • What is a Vendor Credit?

  • In what situation can I create a Vendor Credit?

  • How can I create a Vendor Credit?

  • How can I apply the credit?

  • What are the status of a Vendor credit?

 

Sale Order

 
  • What is a Sale Order?

  • How can I personalize the numbers of my Sale Orders?

  • In what situation can I create a Sale Order?

  • What are the status of a Sale Order?

  • What should I do when a customer accepts a Sale Order?

 

Purchase Order

 
  • What is a Purchase Order?

  • How can I personalize the numbers of my Purchase Orders?

  • In what situation can I create a Purchase Order?

  • What are the status of a Purchase Order?

  • What should I do when a supplier accepts a Purchase Order?

 

Payments

 
  • How can I record the payment of a invoice/bill?

  • How can I record an amount paid in advance by the customer?

  • How can I record an amount paid in advance to the supplier?

  • How can I activate online payments?

  • How can I print/download a Receipt Voucher?

  • How can I add many payment methods?

  • How can I add payment fees?

  • How can I add Shipping Charges to Expenses and connect to Accounting?

 

Inventory

 
  • How can I add a product to stock?

  • How can I personalize a “product list”?

  • How can I import many products at once?

  • How should the imported file of products be?

  • Where can I enter and print the barcode?

  • How can I know the prior quantity/inventory quantity?

  • How can I add many Item Sites?

  • How can I specify the Item Site for a product?

  • How can I move a product from a Site to another?

  • How can I add Product Categories (main product category/sub-product category)?

  • How can I show Product unit on an invoice?

 

Expenses

 
  • How can I add an expense?

  • How can I add Expenditure Categories (main-category/sub-category)?

  • How can I connect Expenses to Accounting?

  • How can I connect Expenses to Banking?

  • How can I create expenses automatically?

 

Banking

 
  • How can I add a bank account?

  • How can I add a transaction in a bank account?

  • How can I connect a bank account to sales?

  • How can I connect a bank account to purchases?

  • How can I know the balance of my bank account?

 

Accounting

 
  • How can I start using Accounting?

  • How can I edit the existing Chart of accounts?

  • How can I add a main account/sub-account on the Chart of Accounts?

  • How can I make the program generate journal entries automatically?

  • How automatic journal entries are created in Aliphia?

  • How can I create or delete a Manual Journal or a Journal Entry?

  • How can I add the capital share of each associate?

  • How can I add an opening balance?

  • How can I create and download an Account Ledger  report?

  • How can I create and download a Profit & Loss report?

  • How can I create and download a Balance Sheet report?

  • How can I start using Accounting after upgrading my account from starter to premium?

  • How can I create my own Chart of Accounts?

  • How can I upload my new Chart of Accounts to Aliphia?

 

Reports

 
  • How can I create Sales reports?

  • What are Receivable reports?

  • What does Receivable reports include?

  • Where can I create reports about Supplier Balance?

  • Where can I find reports about Sales and Purchases Payments?

  • What does Expenses reports include?

  • What does Products reports include?

  • What does Accounting reports include?

 

Aliphia Shop

 
  • How can I activate a product on the Shop?

  • How can I access my own Aliphia Shop?

  • How can I send or share the link of my products on internet?

  • How can I add a discount to my products on the Shop?

  • How can I receive Orders from the Shop?