Help center
Guides to every Demona module: invoicing, finance, CRM, HR, logistics, websites and settings.
Appointments
Appointments module overview
Setting up services, providers and working hours
Managing bookings and notifications
Apps
Applications: launching and managing your own website
The application's page
Launching a new application
Billing
Invoice management
How do I set up the NAV connection?
How does the NAV invoice sync work?
Contracts
Contracts list
Creating a contract
Contract statuses and lifecycle
CRM
Customer management
A deal from requirements to customer quote
Customers
Email
Inbox: your team's emails in one place
Connecting a mailbox and checking the connection
Processing an email and the Processed status
Flows
Automations (Flows): what they do and how they are built
What starts an automation? (Trigger)
What can an automation do? (Actions)
Forms
Forms module overview
The form block on your website
General features
Post-it cards (notes)
Signing a PDF
Saved filters and views
Holidays
Holiday manager
Yearly holiday entitlement
Managing holiday requests
HR
HR profiles
Recruitment
HR policies
Ledger
How does the General Ledger work?
How do I match my bank statement to invoices?
How do I close a month in the Ledger?
Loans and leases
Loans and leases
Fixed monthly or itemised schedule
Instalments and marking them paid
Manufacturing
Manufacturing overview
Managing recipes (bill of materials)
Recipe outputs, materials, leftover handling and substitutes
Newsletter
Newsletter module overview
Managing lists and subscribers
Building, testing and sending campaigns
Procurement
Purchase orders list
Approval policies for purchase orders and bills
Purchase order details
Projects
Projects overview
Creating and editing projects
Deadlines, responsible people and project progress
Reports
Revenue funnel
Capacity
Settings
Responsibility roles
Delegations
Notification Preferences
Warehouse
Managing products
Stock movements
Stock counts
Surveys
Surveys module overview
Questions, topics, material and scoring
Inviting respondents, groups and reminders
Tasks
A team member's workload page
Finding and scheduling tasks
Forecasted tasks calendar
Tenders
How does Tender Watch work?
How to set up a good watch profile
AI relevance score
The Demona product family
Demona Websites
– AI website builder for businesses
Demona Finance
– Invoice and finance workflows for SMEs
Demona HR
– HR workflows: leave, attendance, documents
Demona CRM
– From lead to invoice in one system
Demona Logistics
– Warehouse, manufacturing and procurement