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              Home/Getting Started/Navigating the main menu

              Navigating the main menu

              Last updated Apr 8, 2026

              Getting Started2 articles
              • Inviting team members
              • Navigating the main menu
              Browse all Getting Started →

              Main menu

              The sidebar shows Dashboard, Invoices, Expenses, Reports, and Settings. Use the search bar at the top to find articles quickly.

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              • Creating a New Sales Invoice

                The Create Sales Invoice feature enables you to quickly generate and manage sales invoices by entering customer, product, and payment details. It helps maintain accurate sales records, track outstanding payments, and streamline your billing and accounting processes.

              • Creating a New Quotation

                The Create Quotation feature in SmartLedger.ai allows you to quickly generate professional quotations for your customers. Add customer details, products or services, pricing, taxes, discounts, terms, and attachments in one place. Save quotations as drafts, send them directly to customers, or convert accepted quotations into invoices with a single click, streamlining your sales process from quote to payment.