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Any Questions? View our Tutorials below.

The more you know, the further your business will go.

FAQs
• Can't delete an Estimate/Invoice? • How to record a transaction in a currency other than the base currency? • How to hide tax per item? • Payment modes not appearing on invoice? • Does CRM support 3 decimals places? • Why do I get a Security header "Not valid" when setting up Paypal? VIEW ALL FAQs

Tasks
• Create New Task • Disallow Project Members to See all Project Tasks • Copy Tasks • Linking Tasks to a Feature • Recurring Tasks • Adding Task Assignees • Task Timesheets • Bill Tasks

Sales General Setup
• Invoices • Estimates • Proposals • Currencies • Add Items/Products • Tracking Sent Emails • Payment Modes • Tax Rates

Sales Estimates
• Create Estimate • Send Estimate to Email • Link Estimate to a Project • Converting an Estimate to an Invoice • Converting Proposal to an Estimate/Invoice • Invoices/Estimates/Payment to ZIP

Sales Invoices
• Create Invoice • Recurring Invoice • Send Invoice to Email • Record Invoice Payment • Invoice Overdue Notices • Merging Invoices

Customers
• New Customer Contact • New Customer • Customers Registration • Customer admins • Reports • Customer Overview

Sales Proposals
• Creating Proposals • Proposal Expiration Reminders • Sending Proposal to Customer or Lead • Converting Proposal to Estimate or Invoice

Contracts
• Contracts Templates • New Contract • Contract Expiry Notification • Renewing Contract

Common Issues
• Can’t Login to Admin Area? • Staff Members Not Receiving Email • Payment Modes Not Shown on Invoice

Projects
• New Project • Timesheets • Invoicing Project • Project Acitivity • Disallow project members to see all project tasks • Pin Projects • Finance Overview • Project Discussion • Maunually adding an invoice to an Project

Surveys
• New Survey • New Survey Questions • Creating Mail Lists • Including Mail List Custom Fields • Sending Surveys • Sending survery to mail lists • Viewing survey results

Leads
• Setup Web to Lead Form • Building The Form • Sending proposal to customer or lead • Convert Lead to Customer • Lead Statuses • Create New Lead • Lead Sources

Customization
• Apply Custom PDF Template Customization • Customers Templates • PDF Font Family • PDF Language • PD F Document Form • Applying custom CSS styles

Expenses
• Record Expense • Expense Reports • Creating Recurring Expense • Billable Expense • Converting Billable Expense to Invoice

Knowledge Base
• New Knowledge Base Article • Disabling Knowledge Base • New Knowledge Base Group

Email Templates
• Email Templates • Email Queue

System Language
• Change the System Language

Support Tickets
• Auto Close Tickets • Setup Ticket Form

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