Support & Documentation

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Sales

Sales Documentation

Overview

Creating Invoices, Estimates, Quotes, Work Orders

Add Customer Contact Information

Emailing an Invoice, Estimate, Quote or Work Order

Editing Line Items

Barcode Scanning

Item Description and Notes

Deleting or Voiding Invoices

Duplicate an Invoice, Quote, Estimate, Work Order or Template

Returns and Refunds

Payment Terms

Signature Capture

Sending the PDF sales document to another app, to shared folder or to Dropbox

Create an Invoice from a Quote, Estimate, Work Order or Template

Displaying the Profit and Margin for an Item

Applying Discounts