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Create/Manage
Create/Manage
Create and Manage Quotes, Orders, Customers, and Payments
17 articles
Customers
Quick Add Customer
Capture essential customer information swiftly, ensuring no opportunity is missed
Add Customer Details
Efficiently add and manage complete customer details
FAQs - Customer
Most frequently asked customer related questions
Product Addition
Add to Cart Functionality
Add products and adjust quantities easily
Cart
Cart Overview
Manage your product selections with the cart's helpful options
Line Level Options
Tailor each SKU in your cart with flexible actions for discounts, notes, or deletions
Custom Line Item
Easily add custom items to your cart for unique client requests
Quotes
Create Quote
Effortlessly create and send customized quotes to customers
Quote Submission and Other Options
Effortlessly manage quotes: convert, save, repeat, duplicate, edit, cancel, and download
Orders
Create Order
Effortlessly create orders through multiple streamlined methods
Order Confirmation and More Features
Confirm and customize your order before submitting with editable details
FAQs - Orders
Most frequently asked order related questions
Payments
Payment Methods
Flexible payment options: online, offline, and in-person for seamless transactions
Payment History
Effortlessly track and manage all your payment transactions
Refunds
Seamlessly process customer refunds
FAQ - Payments
Most asked payment related questions
Sales History
Sales History Overview
Manage and review all your sales documents with ease
