Beginner’s 1 and 2 demo covered:
Configuring the application
Loading clients and inventory
Here we will cover:
Creating invoice and quote
Typing * will list all the existing customers. You can type first few letter of the Customer’s
name to shorten the list.
Add new Customer
Set this if quote is for Service
If needed, select shipping methods
Typing * will list all the existing items from inventory. You can
type first few letter of the item code to shorten the list.
If you generate Service Quote…
To change header, adding or removing columns, check creating template demo
Creating or working on an Invoice
• Create an invoice from an existing quote
• Create an invoice without quote
Select a customer
Click
New customer? Add
Type * or any matching characters to list
customers
Type * and Select an item from inventory
Click to create
To change header, adding or removing columns, check creating template demo