Welcome to the eFolio Accounts Support Page. Type your question or search words into the search bar or browse the articles below. If you cant find what you are looking for you can send a support ticket at the top of the page and we will get right back to you.
STRIPE INTEGRATION
Getting Started
Sales
- Importing Invoices and Credit Notes
- Sales Quotes
- Recurring Sales Invoice
- Delete an Invoice
- Void an Invoice
- Clone or Copy Invoices and Credit Notes
My Profile
Purchases
- Importing Purchases
- Purchase Orders
- Recurring Purchase Invoice
- Delete a Purchase Invoice
- Void a Purchase Invoice
- Clone or Copy Purchase Invoices and Credit Notes
Taxes (VAT, Sales Tax)
Banking
- Manual PayPal Imports
- Bank Import Rules
- Supplier Refund
- Customer Refund
- Supplier Invoice Payment
- General Payment
Settings
- Managing Users and Permissions
- Email Templates
- Categories
- Products and Services (Price List Items)
- Transaction Numbering
- Chart of Accounts
Importing Information
Billing and Subscriptions
How Do I?
- Prevent Transactions being Saved in a Closed Period
- VAT Only Invoice
- Updating multiple Invoices from Draft to Approved
- Track Departments or Cost Centres
- Record a Dividend Payment
- Record a Bad Debt
Contacts, Customers and Suppliers
Reports
- Aged Payables
- Aged Receivables
- Nominal Ledger
- Products and Services
- Transaction Line Items
- Period Balance