ARTICLES
Orders
- Orders - Creating a New Order
- Orders - Order View
- Orders - Editing an Order
- Orders - Order Payments
- Orders - Invoices
Quotes
SUPPORTING ARTICLES
- Items - Adding Items
- General - Notes
- General - Tasks
- General - Emailing or Printing Multiple Invoices
- Sample Items
FAQ
- FAQ - How to Manually Set an Invoice Date
- FAQ - Why are Documents not displaying?
- FAQ - How to Change a Tax Type on an Invoice?
- FAQ - Why Isn't Tax Calculating on my Order?
- FAQ - How Do I Process Customer Credits and Refunds?
- FAQ - How to Apply an Order Credit to Another Order?
- FAQ - How to Reprint an Order?
- FAQ - Why Did my Item/Product Price not Change After I Updated Pricing on my Job Template?
- FAQ - How do I Quote Using Different Presses?
- FAQ - How do I Get My Quote Online?
- FAQ - How do I Send a Quote with Multiple Quantities?
- FAQ - Why Does my Order Have a Shipping Cost Without a Shipment?
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
- Populate Bulk Add (October 28, 2019)
- 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)