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Dec 10, 2018

Overview

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Edited: Dec 12, 2018

 

 

Follow these steps to get started with Quick Sale:

 

  1. Configure the default settings: See the Settings help page for instructions on how to configure the Tax and other important settings.

  2. Create your items or services: See the Products help page for instructions on how to create new items.

  3. Create invoices, estimates, quotes or work orders See the Sales help page for instructions on how to create or edit the sales documents.

  4. Save, E-Mail or Print the invoice See the Sales help page for instructions on how to save, email or print.

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  • Each item that has been added to a sales document has a default description field, an empty notes field and a private notes field. The notes field can be used to enter custom notes that are specific to the item in the sales document without changing the default description. The default item's description and private notes can be entered in the Products section.
  • The Payment Terms specify the number of days you give your customer until a full payment must be received. To configure the payment terms: Go to Settings Tap Customize Terms , the Payment Terms editing box will appear Tap the Add New button In the Name box enter the name of the term, for example: Net 7 In the Days box enter the number of days that this payment term represents, for example: 7 (for 7 days) Tap Accept To specify the invoice payment term: Open or create the invoice Swipe left over the customer information area to reveal the additional fields Tap the Terms field and select the new payment term from the list of available terms.
  • Open or create the invoice, quote, estimate or work order Tap the Sign button Sign on the iPad screen using the finger or a capacitive stylus pen Tap Accept To clear the signature tap the Clear symbol located inside the signature panel.