Invoices, e-invoices and running a company: X7 guides

Getting started 9 guides

• Your first 30 minutes in X7 — company details, invoice template, catalog, team.

Invoices 20 guides

• How to create an invoice and email it to a client as a PDF
• Invoice without VAT: when it is allowed and how to word it
• Invoicing as an e-resident: what changes and what does not

E-invoices 10 guides

• Send an e-invoice to a client

Quotes 7 guides

• Building a quote, public client link, reminders, quote to invoice.

Expenses 13 guides

• Expense documents, receipts, AI capture, bank-sourced expenses and accounting export.

Products, services and stock 11 guides

• Catalog, pricing and margin, warehouses and stock movements.

Clients 8 guides

• Clients from the business registry, groups and contacts, client portal and guest access.

Projects and tasks 12 guides

• Projects, tasks, time tracking, paid hours and invoicing project time.

Shared inbox and web chat 9 guides

• Shared inbox, email connection, web chat for websites and shops, routing rules.

Knowledge base 6 guides

• Company pages, files, AI summaries and search.

Team and settings 10 guides

• Roles and permissions, email settings, backups, security, plan management.

Accounting and reporting 12 guides

• Accounting export from X7: file or direct integration, and which to choose