To create purchase orders (PO's) for your FreshBooks.com clients follow these steps:1. Sync your FreshBooks clients2. Create purchase orders...
read more »
|
To generate invoices using Excel follow these steps:1. Go to "Invoices"tab2. Click "Import Invoices"3. Download the invoice import template. The template contains sample data as illustrated: 4. Save your changes.5. Click "Choose File"to select your m...
read more »
|
The following tutorial applies to invoices, estimates and purchase orders:1. Go to Invoices tab2. Click "New Invoice"or select an existing invoice and click "Edit"3. Click the "+Import Items" link. 4. Download our Excel line-item import template.5. F...
read more »
|
To add your logo to invoices &estimates follow these steps:1. Go to "My Account"tab2. Click "Account Settings"3. Click "Choose File"and select your logo 4. Click "Save" Your logo should display as illustrated above. ...
read more »
|
To set your catalog pricing follow these steps:1. Go to "My Account"tab2. Click "Catalog Pricing"3. Enter discount rates off standard pricing for Bronze, Silver &Gold clients.4. Click "Save" New Client1. Go to Clients tab2. Click "New Client"3. Set "...
read more »
|
1. Go to Clients tab2. Click "Find"3. Select the client you wish to archive4. Click "Archive" ...
read more »
|
To convert an estimate to an invoice follow these steps:1. Go to "Estimates"tab2. Find the estimates you wish to convert to invoices3. Select estimate by checking the appropriate boxes4. Click "Convert to Invoice"5. Go to "Invoices"tab. You should be...
read more »
|
To copy your invoices follow these steps:1. Go to "Invoices"tab2. Click "Find"to locate your invoices3. Select invoices your wish to reuse4. Click "Copy" ...
read more »
|
Creating an invoice is straightforward:a. Create a clientb. Create an invoice Create a client1. Go to Clients tab2. Click "New Client" 3. Fill in the form (email address is the only required field)4. Click "Save" Create an Invoice1. Go to "Invoices"t...
read more »
|
Creating a purchase order (PO) is straightforward:a. Create a clientb. Create a purchase order Create a client1. Go to Clients tab2. Click "New Client" 3. Fill in the form (email address is the only required field)4. Click "Save" Create a Purchase Or...
read more »
|
Creating an estimate is straightforward:a. Create a clientb. Create an estimate Create a client1. Go to Clients tab2. Click "New Client" 3. Fill in the form (email address is the only required field)4. Click "Save" Create an Estimate1. Go to "Estimat...
read more »
|
1. Go to Clients tab2. Click "New Client"3. Fill in the form (email address is the only required field)4. Click "Save"...
read more »
|
1. Go to Clients tab2. Click "Find"3. Select the client you wish to delete4. Click "Delete"Please note: deleted clients will not show in any of the other screens....
read more »
|
To email your invoices follow these steps:1. Go to "Invoices"tab2. Click "Find"to locate your invoices3. Select invoices your wish to email to your clients4. Click "Send" ...
read more »
|
To set your default invoices &estimates settings follow these steps:1. Go to "My Account"tab2. Click "Account Settings" 3. Enter your default tax, shipping, currency etc.4. Click "Save" ...
read more »
|
Entering a payment is simple:a. Find your invoiceb. Enter partial or full payment Find Your Invoice1. Go to "Invoices"tab2. Click on the "Find"button:3. Click the "Pay"link where you need to make the invoice payment Enter Partial or Full Payment1. Fi...
read more »
|
Integrating our invoicing system with PayPal is simple:Online Payment Setup1. Go to "My Account" tab2. Click on "Online Payment"Type in your PayPal email address:Click the "Save"button. How does it work?1.Create a new invoice2.Email your invoice Your...
read more »
|
To print your invoices follow these steps:1. Go to "Invoices"tab2. Click "Find"to locate your invoices3. Select invoices your wish to print4. Click "Print" ...
read more »
|
1. Go to Clients tab2. Select "Deleted"then click "Find". This will show all deleted clients.3. Select the client you wish to restore4. Click "Restore" ...
read more »
|
The following tutorial will guide you through setting up your automated invoicing:1. Go to Invoices tab2. Click "Recurring"3. Click the "+ New Recurring Profile" button.4. Next you'll be prompted with the following screen:5. Fill in your invoice sche...
read more »
|
To set your tax settings follow these steps:1. Go to "My Account"tab2. Click "Tax Settings"3. Enter tax descriptive name and tax rate4. Click "Save"...
read more »
|
To update your company profile follow these steps:1. Go to "My Account"tab2. Click "Company Profile" 3. Enter your company's information4. Click "Save"...
read more »
|
To set your catalog pricing follow these steps:1. Go to "My Account"tab2. Click "Update Password"3. Enter current &new password4. Click "Save" ...
read more »
|
You may provide your clients an interactive catalog interface through which they may send you quote requests.In order to publish your catalog please follow these steps:1. Go to the "Catalog"tab2. You may enter product/service information as needed in...
read more »
|
To sync your AllClients.com contacts follow these steps:1. Go to "Add-ons" tab2. Click the AllClients.com link to edit settings3. Enter AllClients.com configuration settings4. Save your changes. Notes:Your account will be synced each time you sign in...
read more »
|
To sync your FreshBooks.com contacts follow these steps:1. Go to "Add-ons" tab2. Click the FreshBooks.com link to edit settings3. Enter FreshBooks.com configuration settings4. Save your changes. Notes:Your account will be synced each time you sign in...
read more »
|
To sync your Freshdesk.com contacts follow these steps:1. Go to "Add-ons" tab2. Click the Freshdesk.com link to edit settings3. Enter Freshdesk.com configuration settings4. Save your changes. Notes:Your account will be synced each time you sign into ...
read more »
|
To sync your KarmaCRM.com contacts follow these steps:1. Go to "Add-ons" tab2. Click the KarmaCRM.com link to edit settings3. Enter KarmaCRM.com configuration settings4. Save your changes. Notes:Your account will be synced each time you sign into you...
read more »
|
To sync your LessAnnoyingCRM.com contacts follow these steps:1. Go to "Add-ons" tab2. Click the LessAnnoyingCRM.com link to edit settings3. Enter LessAnnoyingCRM.com configuration settings4. Save your changes. Notes:Your account will be synced each t...
read more »
|
To sync your Nutshell.com contacts follow these steps:1. Go to "Add-ons" tab2. Click the Nutshell.com link to edit settings3. Enter Nutshell.com configuration settings4. Save your changes. Notes:Your account will be synced each time you sign into you...
read more »
|
To sync your PipelineDeals.com contacts follow these steps:1. Go to "Add-ons" tab2. Click the PipelineDeals.com link to edit settings3. Enter PipelineDeals.com configuration settings4. Save your changes. Notes:Your account will be synced each time yo...
read more »
|
To sync your Relenta.com contacts follow these steps:1. Go to "Add-ons" tab2. Click the Relenta.com link to edit settings3. Enter Relenta.com configuration settings4. Save your changes. Notes:Your account will be synced each time you sign into your f...
read more »
|