Documentation

General Information

• What is a merge field or short code
• Server Requirements
• Installation & Getting Started

Setup & Configuration

• Payment Gateways
  • Stripe

• What is Cron and how to set it up
• Setup real-time notification with pusher.com
• Installation & Getting Started

Email Config & Templates

• Email Layout Design
• Email Configuration

Customers

• Customer Groups
• Import customers using csv/xlsx file
• Customer Portal
• Customer Registration
• New Customer Contact
• New Customer

Sales

• Estimates
  • Send Estimate to Email
  • Converting Estimate To Invoice
  • Create Estimate
• Invoices
  • Record Invoice Payment
  • Sending Invoice to your customer
  • Recurring Invoice
  • Create Invoice
• Proposals
  • How to add content to a proposal
  • Create Proposal
  • Sending proposal to customer or lead
  • Proposal Template

• Tax Rates
• Payment Modes
• Currencies
• Add Items/Products

Projects

• Financial overview of Project
• Timesheets
• Tasks
• Milestones
• Create New Project

Tasks

• Timesheet in task page
• Billing for a Task

Leads

• Reminder
• Mark/Unmark a lead as important
• Smart Summary
• Record Log Touch
• Convert Lead to Customer
• Lead Sources
• Lead Statuses
• Create New Lead
• Sending proposal to customer or lead
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Support Tickets

• Knowledge base link in ticket
• Automatically importing tickets from email
• Opening a new ticket from admin panel
• Ticket Priorities
• Ticket Statuses
• Predefined Replies
• Internal notes
• Automatically close inactive tickets
• Ticket Email Templates
• Departments
• Ticket Services
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Expenses

• Converting billable expense to invoice
• Record Expense

Vendors

• Create new vendor

Knowledge Base

• New knowledge base group
• Disabling knowledge base
• New knowledge base article

For Developers

• How to add new online payment method