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How do I convert an estimate to an invoice and send to the the Customer?
How do I convert an estimate to an invoice and send to the the Customer?
How do I create an estimate?
Go to the Invoice module then click on Estimates on the left menu or you can go to the Quick Add menu and click on Estimate Once you are in the Add Estimate page, please select the name of the Contact (someone you may be doing business in future) or ...
How do I create an invoice?
You can either go to Invoice module, then click on Invoices on the left menu or you can click on the QuickAdd menu and click on Invoice Once in the Create Invoice page, click to add a Customer if it does not exist, if the Customer records are there, ...
Inventory overview
Inventory overview
CRM
Contact - anyone that you come across in the due course or business. These are person who can be business owners or are employees or contractors that work for a Customer or Vendor. Adding all your personal contacts does not really quality as business ...