To create new estimate go to Sales -> Estimates -> Create New Estimate or by clicking on the Build icon on the top left side and click Create Estimate Client – Before selecting a client you must have added clients Customers->New Customer. When selecting a Customer the customer information will be fetched directly from the customer […]
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Converting Estimate To Invoice
You can easely convert the estimate to invoice from the admin area. Open the estimate you want to convert and on the right side click Convert to Invoice
Create proposal
Create proposal On the top left side click Create Proposal You can create proposal to lead or to customer. Choose Related to Lead or Customer. Choose which lead/customer is related. On the right side the found information will be auto filled. You can adjust according to your needs. Status – By default the draft status will be auto […]
Converting proposal to estimate/invoice
To convert proposal to invoice or estimate select the proposal from the table and on the right side a convert button will be shown Click on the button and choose Estimate or Invoice. After you choose a popup will be shown with the preview info also with the parsed items which are auto inserted to […]
Proposal expiration reminders
You can send expiration reminders to the lead/customer that this proposal is assigned, email will be sent to the proposal email added while you created/edited the proposal. To configure email expiration reminders navigate to Setup->Settings->CRON job Set Send expiration reminder to YES Set expiration reminder before in days. eq. BEFORE 4 DAYS – proposal open till date […]
Accounting and Bookkeeping
How to use Accounting and Bookkeeping module I. Banking Banking Register: To display transactions related to bank accounts in the system. – First you have to choose a bank account. Data will be obtained based on that bank account. Posted Bank Transactions: To display bank account transactions taken from the bank. – First you have […]
Inventory Management
How to use Inventory Management module Main menu of “Inventory Module.” A Inventory Module: manage item, stock receiving vourcher, stock delivery voucher, internal transfer, loss & adjustment, transaction history of warehouse, report. I. Settings (Inventory -> Setting) Warehouse menu setting menu: In this menu define seting use for create new item ( Commodity type, group, […]
Purchase Management
How to use Purchase Management module First, you purchase order setting: Purchase -> Setting: If you check checkbox when create “Purchase order” not create “Purchase request”, “Quotation” Second, you go to create approval: Purchase-> Setting -> Approval -> New Approval setting List of approval: Create new vendors:Enter the required information: Purchase -> Vendors -> New […]
Create Invoice
To create new invoice go to Sales -> Invoices and click on the button Create new invoice Select Customer, when selecting a Client the customer informations will be fetched directly from the customer’s profile. Another option is that you can click on the edit icon and directly add the desired customer informations, this also is applied for the billing informations they are […]
Recurring Invoice
Settings Navigate to Settings Menu -> Settings -> Cron Job Create new invoice from the main recurring invoice only if the main invoice is with status paid? If this field is set to No the recurring invoice is not with status paid the new invoice wont be created — Automatically send the renewed invoice to […]