Search Knowledge Base Articles

Tax Rates

To add new taxes go to Setup -> Finance -> Tax Rates and click New Tax

NOTE: When updating tax and this tax is already applied on invoice/item the tax on the already created invoice wont be changed.

Create Proposal

Create proposal On the top left side click Create Proposal You can create proposal to lead...
Converting Proposal To Estimate or Invoice

To convert proposal to invoice or estimate select the proposal from the table and on the right side ...
Sending Proposal To Customer Or Lead

We assume that you already have created the proposal. Click on the mail icon from the right sid...
Proposal Expiration Reminders

You can send expiration reminders to the lead/customer that this proposal is assigned, email wi...
Create Invoice

To create new invoice go to Sales -> Invoices and click on the button Create ...