MyTabulonBusiness guide
Dashboard
Complete product guide

Sales & Revenue guide

Sales and Revenue covers the customer billing path from quote to paid invoice, including documents, links, receipts, refunds, credit notes, tax, and recurring profiles.

Fast path

Open the dashboardStart from the live business overview, then use search or the sidebar to jump.Finish company setupLogo, currency, contact details, social links, billing, payout, and deletion safety live in settings.Check plan limitsFree, Plus, Pro, and Max control capacity, AI, storage, recurring rules, approvals, payroll fees, and payouts.Use global searchFind features and records across clients, leads, invoices, deals, tasks, files, expenses, team, and AI chats.Ask Maximo AIUse chat, voice, files, tools, memory, sources, and session organization when the work needs help.

Billing

Quotes, Invoices, Tax, Discounts & Recurring Billing

Sales and Revenue covers the customer billing path from quote to paid invoice, including documents, links, receipts, refunds, credit notes, tax, and recurring profiles.

  • Create quotes and convert accepted quotes into invoices.
  • Create, edit, cancel, email, and download invoice PDFs.
  • Add line items, inventory items, purchase order numbers, due dates, notes, terms, tax, and discounts.
  • Configure Tax/VAT settings so new invoices can inherit default rates.
  • Create recurring invoice profiles for weekly, monthly, quarterly, or yearly billing where the plan allows it.
  • Record partial payments, refunds, credit notes, and receipt PDFs.
  • Invoice AI insight can summarize collection risk and next steps for an invoice.
InvoicingClientsInventory line items

Fast answers

Easy FAQs

What should I do first after creating a business?

Open Business Settings, complete the company profile, set the currency, upload the logo, confirm billing, then add clients, inventory, or leads depending on what the business sells.

Business settingsPlan & Billing
Why do I see a plan or upgrade message?

The app checks plan tier, subscription state, and usage caps before opening or changing protected records. A 402 response usually means the plan is free, inactive, or has reached a limit for that feature.

Plan & BillingCompare plans
Which records can global search find?

Global search can find feature pages plus clients, leads, inventory, invoices, quotes, deals, projects, tasks, files, expenses, team members, and AI chats within the active company.

Search guide
How do payment links stay safe?

Payment links use long random tokens. Share the generated link, receipt, PDF, or email with customers, not a dashboard URL. The invoice number helps the business identify a document but is not the secret.

InvoicesSecurity guide
What is Business Memory used for?

Business Memory stores durable company knowledge for Maximo AI: facts, preferences, style, source records, private notes, approved memories, retention rules, and conflict checks.

Business MemoryMaximo AI

Keep moving

Go back to the workspace with context.

Use the dashboard for the work itself, and return here when a user needs a fast explanation, a workflow map, or the right page link.

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