Documentation

Written materials

Installation

Installation instructions can be found on the site; they are for 1.5, but as of 1.4.29, the 1.4 installation steps should be mostly the same.

The book

There's a work-in-progress book "Running your business with LedgerSMB" by Erik Huelsmann and Chris Travers.

The manual

LedgerSMB also comes with an extensive manual; the authorative source is in the GitHub repository at doc/manual/LedgerSMB-manual.pdf.

Videos

Quickstart

This is really a quickstart:

  • creating a new database via the browser, using setup.pl
  • logging in to the new database
  • setting some parameters, populating the database with some data
  • creating new customer
  • and the main part: issuing the first invoice :)

 

 

Introductory series of 9 videos (1.3.x)

Set up database and user

How to add customers

Change tax values and descriptions

Add services and write bills

Check outstanding bills & change status to 'paid'

Reports: check outstanding bills, taxes and accounts

Write a quotation and check it in reports

Handle stock, RFQ, purchase order, shipping & receiving, reporting

Save invoice as draft