ARTICLES
- Orders - Creating a New Order (December 5, 2018)
- Orders - Order View (December 5, 2018)
- Orders - Editing an Order (October 30, 2018)
- Orders - Items (December 5, 2018)
- Orders - Order Payments (December 5, 2018)
- Orders - Invoices (January 15, 2019)
- Quotes - Creating a New Quote (December 5, 2018)
- Quotes - Quotes View (December 5, 2018)
- Quotes - Locations (October 26, 2018)
- Quotes - Items (December 5, 2018)
- General - Notes (October 11, 2018)
- General - Tasks (October 10, 2018)
- General - Emailing or Printing Multiple Invoices (December 7, 2018)
- Shipments (October 2018)
SUPPORTING ARTICLES
- Sample Items (May 2019)
FAQ
- FAQ - How to Manually Set an Invoice Date (January 28, 2019)
- FAQ - Why are Documents not displaying? (February 11, 2018)
- FAQ - How to Change a Tax Type on an Invoice? (January 28, 2019)
- FAQ - Why Isn't Tax Calculating on my Order? (February 20, 2018)
- FAQ - How Do I Process Customer Credits and Refunds? (February 4, 2018)
- FAQ - How to Apply an Order Credit to Another Order? (January 28, 2019)
VIDEOS
- Quotes/Orders (April 10, 2017)
- Split or Partial Shipments (August 23, 2018)
- How to do a Refund (February 21, 2019)
- Processing a Credit and Refund (February 21, 2019)
OPEN DISCUSSIONS
- Auto Email on job entry (April 30, 2019)
- Re-order notice (September 27, 2018)
- Quotes - make updates optional (June 20, 2018)
- Search field additions - Due Date & Everything BUT (April 23, 2018)
- Click price adjustment via bulk action (February 7, 2018)
- Profit to show the True Profit line (January 3, 2018)
- Searching for Customers (Quotes/Orders) (October 5, 2017)
- Order level "department items" (August 29, 2017)
- Billing Jobs (August 9, 2017)