Customers & Sales

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63 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 do I add or remove a Salesperson? (Article with Video)

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Written by Support Team
Updated over a week ago

Correct Salesperson is not Set Automatically (Article)

Correct Salesperson is not assigned to the Invoice automatically like before.
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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 add a Customer Note on your Invoices (Article)

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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