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?