Contacts & Common Functions

Contacts

The Contacts panel provides access for creating, editing and removing contacts Only a contact...

Attachments

Attachments The ATTACHMENTS sidebar tab is available on the majority of items, including Cont...

Printables

Printables are way to make PDF files quickly accessible from other parts of the KoalaBrain ap...

Selectables

Selectables are custom drop down menu options you can set up for various forms in the applica...

About UUIDs

UUID stands for Universally Unique Identifier - you may see references to them across the appli...

About Notes

Generally, Notes are for internal use - a field to jot down relevant info that we may not have i...

About Filtering & Search

When a field is filtered by a text value, it will search for exact matches only Not all items...

History

The following objects have their edit history tracked Contact Payment Expense Stock Adjustm...

About Reversing and Refunding

Sales, Payments, Purchases and Expenses can all be marked as Reversed Reversed means that th...

Alerts

Alerts for low stock and due orders will appear in the menu bar at the top of the screen Once...

Invoices

Invoices can be viewed when editing a Sale or Purchase Invoices include a full breakdown of al...

Barcodes

The barcode format CODE39 is used by KoalaBrain for printing on invoices and receipts This is...

About Short IDs

Short IDs appear on Sales, Purchases, Payments and Expenses. They are 7 characters long and con...

Totals

A sale or purchase row can never have a total less than 0 A sale discount row can never have a ...

eReceipts (Online Sales Receipts to Customer Phone)

With a KoalaBrain Online subscription, you will have access to eReceipts functionality This wil...

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