TIPS AND TRICKS
Add Customer Contacts
Automatic Notifications
Billing Groups
Claims and Returns
Contra a Sales Invoice With a Supplier’s Invoice
Convert a Quote to a Customer Order & Create a Purchase Order
Create a Billing Group for a Contract with Retentions
Create Recurring Notes
Customer Orders - Printing Documents
Customer Orders - View Receipts in Order Entry
Customer Refund
GL Breakdown of a Sale through ERRM
On-Charge Credit Card Fees; or Watch Video Here
Return Samples With and Without a Scanner
Sample Process Return; Samples With/Without Scanner; or Watch Video Here
Word Merge - Redesign your Quote, Estimates, and Invoice Templates
Write Off A Bad Debt