Open Invoices
Sometimes you want to add line items to an Invoice on different days and at different times, for a "Running Account" For example, if on day 1 you want to…
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September 21, 2020
Everything
Howto add 20 or more line items to an Invoice
On the main client view, you tap or click on "Invoice" At the top of the Invoice display, you tap or click on "New Open Invoice" Choose the Invoice date…
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September 21, 2020
New Recurring Invoice
On the main client view, you tap or click on "Invoice" At the top of the Invoice display, you tap or click on "New Recurring Invoice" Choose the Invoice initial…
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September 21, 2020
New Quotes
New Quotes are added from the main client display. After adding a new quote, the Quote is available on the CRM section of the specific client The "Order by Data"…
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September 21, 2020
New Invoices
a New Invoice is generated by tapping or clicking on the "Invoice" seletion from the client display screen. By default a standard Invoice is selected, but you can change the…
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September 21, 2020
Direct Email and Phone contact
Under the ALL screen display, you can directly send an email or make a phone/voice call by tapping or clicking on the client data/information directly.
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September 21, 2020
Client or Customer Relationship Management
After Adding a New Client the new client will display on the "All" search results. When moving your mouse under the client you can click on (Edit/Delete/CRM) The CRM, Client…
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September 21, 2020