Add folder


This template is designed to help you generate simple quotations and invoices. For a more complete solution, please install our business template.

Click on the Add folder button above and this pre-configured folder will be added to your BASE·finance account.

This folder regroup several accounts, label lists and action flows, which you can customize to fit your specific needs. The normal flow of business begins with the Sales account, where quotation and invoices can be generated.


Accounts are where your transactions are actually recorded. These are the accounts pre-defined in this template:

List of labels

Labels are used to easily classified transactions. Multiple lists can be used simultaneously at any time. These are the lists pre-defined in this template:

Actions flows

Actions flows are powerful tools for transforming set of records into documents or into other records. These are the flows pre-defined in this template: