Customers & Sales

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67 articles in this collection
Written by Support Team, Support Team, and Support
General

Where are the "Customer" & "Vendor" Tabs? (Article)

How to get to the "Customer" list and "Vendor" list
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Written by Support Team
Updated over a week ago

Quote/Estimate vs. Sales Order vs. Invoice vs. Quick Sale (Article with Video)

Description of the different sales transactions
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Written by Support Team
Updated over a week ago

How to set and edit the default Salesperson (Article with Video)

How to set and edit the default salesperson of record for a specific client
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Written by Support Team
Updated over a week ago

What's the difference between "my open invoices" and "open invoices"? (Article)

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Written by Support Team
Updated over a week ago

How to create and add a Customer Note on your Sales Transactions (Article)

How to create custom notes (description only items) and add them to your Quotes, Sales Orders, Invoices, Expenses, and Bills
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Written by Support Team
Updated over a week ago

Status of Quotes/Estimates and Sales Orders and how to send Status Update Notifications via Email and SMS/Text (Article with Video)

How to add a status to show on Quotes/Estimates and Sales Orders transactions and send status updates to your customers.
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Written by Support Team
Updated over a week ago

How to check the status of and see a copy of the email(s) you will or have sent (Article)

How to check if you have emailed a transaction to a client and see what you emailed to the client.
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Written by Support
Updated over a week ago

How to duplicate a transaction (Article)

Copy any - Quotes/Estimates, Sales Orders, Invoices, Quick Sales, Credit Memos, Expenses, Purchase Orders, Item Receipts, and Bills
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Written by Support
Updated over a week ago

The address shown on my invoices and packing slips is my old address. How do I update it? (Article)

Update location information.
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Written by Support
Updated over a week ago
Invoices

How to Create an Invoice from a Sales Order (Article with Video)

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Written by Support
Updated over a week ago

How to create and send an Invoice (Article with Video)

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Written by Support Team
Updated over a week ago

Enter Information on an Invoice (Article)

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Written by Support Team
Updated over a week ago

Enter Items on an Invoice (Article)

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Written by Support Team
Updated over a week ago

New Orders from Invoice (Article)

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Written by Support Team
Updated over a week ago

Invoice Icon Bar (Article)

Receive Payment, Attach Files, Schedule, Email, Print, and Edit an Invoice
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Written by Support Team
Updated over a week ago

How to Edit an Invoice (Article with Video)

How to edit or change your invoices
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Written by Support
Updated over a week ago

Invoice Actions Menu (Article)

Use the Actions menu for a variety of options, including duplicate/copy, delete/void, and others.
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Written by Support Team
Updated over a week ago

How to Add a Credit as a Line Item on an Invoice (Article)

Creating an item in ZarMoney named 'Credit' using the item type 'Discount Item.'
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Written by Support Team
Updated over a week ago

Links to Information on Invoice (Article)

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Written by Support Team
Updated over a week ago

My company file name is different than the name I want displayed on my printed invoices, what do I do? (Article)

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Written by Support Team
Updated over a week ago

How to remove the "Past Due" stamp on invoices (Article)

Making it so your unpaid invoices do not have the "Past Due" stamp on them.
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Written by Support
Updated over a week ago