Quotation, also known as a quote. It is a document that a supplier will submit to a potential client that lists the proposed prices for the supplier’s goods or services. There are different ways by which you can create a quote. Check below screenshot Step 1: Click on “Sales> quotes” in the upper left corner. For a new […]
There are different ways to create your invoice. Follow these tips to learn how to make an invoice for your business. Option 1:- From your menu bar go to “Sales>>>Invoice”, Click on invoice or plus icon. Option 2:– From your menu bar, go to “Contacts>>>Customers”, when you will click on “Actions”, you will see option to “Create invoice”. You
You can customize your invoice or document layout in different ways. Here is the step by step instruction. On your dashboard, go to “Settings >>Document>> Document design”. On the left side, From “Design” option, you can select which document you want to customize and design. At the top, from “Template”, you can select pre defined templates for your document.
Changing label name to your documents is very simple. Follow the steps below to know how to change the label name to your documents. Step 1: Go to Settings > Document Design Step 2:- Click on “Modify Fields name values” under “Fields name & values”. Step 3:- After click on “Modify Field name & Values”, you will redirect to a pop-up, from this
Adding Logo to your documents is very simple. Use your personal or company logo to ensure the professional appearance of the invoice. Follow the steps below to know how to add a logo to your documents. Step 1:- Click on Settings > Document> Document design in the upper-right corner of the main menu. Step 2:- Click on the logo under document
Adding signature & footers is the best way to close your invoice in a professional manner. Now you can fully customize your invoice with personal signature or company contact details. Follow the instructions below: Step 1:- Click on Settings > Document> Document design in the upper-right corner of the main menu. Step 2: Click on the footer section
In invoice software, managing document data effectively is crucial for maintaining accurate financial records and streamlining invoicing processes. The document data always varies per customer or invoice. In the below image, you can see that you have different details to add such as customer number, VAT number, delivery date, specifications, references, etc. All this data