Set up your account in the global settings of Tidy
How to view invoice history
In this module, learn how to view your invoice history, download a copy and email to your clients.
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How to view purchase order history
In this module, learn how to view your purchase order history.
How to view your invoice queue
In this module, learn how to view your invoice queue.
How to create a purchase order for assembly components
In this module, learn how to create draft purchase orders for assembly components.
How to split a purchase order
In this module, learn how to split a purchase order.
How to view a purchase order
How to edit a purchase order
In this module, learn how to edit purchase orders.
How to receive a purchase order
In this module, learn how to receive items on a purchase order when stock has arrived. Once the items have been received, a bill payable is created in your connected Xero account.
How to create a purchase order from the order queue
In this module, learn how to use the order queue to create a purchase order for material items used in projects.
