The left menu bar appears on all major Brisk Invoicing web pages. This provides quick links and easy access to important pages and features. Left menu bar
- Dashboard: Click on this tab to go to dashboard (homepage).
- Customer: Click on this tab to go to Customers page. It contains customers list and related features.
- Invoices: Click on this tab to go to Invoices page. It contains invoices list and related features.
- Quotes: Click on this tab to go to Quotes page. It contains quotes list and related features.
- Credit Notes: Click on this tab to go to Credit Notes page. It contains credit notes list and related features.
- Payments: Click on this tab to go to Payments page. It contains payments list and related features.
- Refunds: Click on this tab to go to Refunds page. It allows you to pay the customer a refund, adjust invoices, and issue credit notes.
- Items:Click on this tab to go to Items page. It contains items list and related features.
- Reports:Click on this tab to go to Reports page. It contains the reporting tools for customers, payments received, receivables, sales, and taxes.
- Settings: Click on this tab to go to Settings page. It allows you to configure account, invoices and user preferences and many other settings.
- Log Out: Click on this button to log-out of your account.
- Live Chat: Click on this button to open up a chat window, which lets you contact our customer support. Note that this feature is currently on trial and may only be available during certain hours.
- Help: Click on this button to open a help manual for the page or window.
- Support: You can contact our customer support by clicking on this button. Clicking on this button should open up your default email-client window for a new email message.
- Send Feedback: Click on this button to send feedback to Brisk Invoicing Support team.
- Business name (if available): Your business name appears on the top-left corner of the page if you have one. You can set your business name in Settings.
- [Your Email]: This is your login email address for the account. You can click on this button to go to Users Settings.