After saving/creating a proposal you will be redirected to the preview area where you can add your content. However if you are trying to add content to a specific proposal or came back later after saving a proposal then your have to open the proposal first. Navigate to Sales > Proposals and find the proposal andRead More.
You can add unlimited tax rates for using in your invoices/estimates/proposals To add new tax rates: Navigate to Settings->Finance-> Tax Rates. Click on the button New Tax Enter tax name Enter tax rate (without the percentage sign) Click Save The tax you created will be available as drop down list for each item.Read More.
To add new offline payment mode go to Settings > Finance > Payment Modes and click on the button New Payment Mode,fill up the form and click on save button Name – Name of the payment mode, Example: JPMorgan-Chase Bank Bank Accounts – Description – Give payment mode description, will be shown on invoice html area. You can add bank account number,Read More.
To add new currency go to Setup -> Finance -> Currencies and click New Currency. Currency Code – Add currency code, make sure you add the valid currency ISO code. The ISO Code will be used when sending the currency code to online payment gateways. Currency Symbol – Add currency symbol Click Save If this is your base currency mark it as base currencyRead More.
Items is a feature that allows you to create predefined product or services that you frequently use in your invoices, estimates, or proposals. Create new item To create new items from the main admin menu navigate to Sales->Items and click on the button New Item. Name – Give the item short description of item heading. Description – Item long descriptionRead More.
From the main menu navigate to Sales ->Proposals and on the top right side click the New Proposal button A proposal can be sent to both leads and customers. So choose Related to Customer or Lead. Choose the lead/customer who is related. Some of the fields will be automatically filled. You can adjust based onRead More.
You can send a proposal to your customer or lead in two different formats. PDF Web View (meaning your customers/leads can view it as a web page, accessing by a link) Sending via Email Navigate to Sales > Proposals and open the proposal Click on the envelop icon and a modal should pop up. IfRead More.
Generally, there are some parts of a proposal that are static and hardly changes, or even if it does then not so frequently. For example, company profile, company address, phone number etc. On the other hand there are also some parts that are dynamic, like product items, total amount, proposal number, date, customer’s name, nameRead More.
To email an estimate go to the list of estimates page . Click on the estimate number and the estimate should show up on the right side. Click on the envelop icon and a modal should pop up The system automatically populates the email address of the primary contact of the customer. You can alwaysRead More.
You can easily convert an estimate to invoice. Simply go to the list of estimates page . Click on the estimate number and the estimate should show up on the right side. Click on Convert to Invoice button, the system will then populate all the data in a form Make any changes if needed, then clickRead More.