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Quotes, Invoices, Purchase Orders, & Financials
Quotes, Invoices, Purchase Orders, & Financials
40 articles in this collection
Written by
Cole Mackin,
Shanna JM,
and
Latoya McDermott
Creating & Using Retainers
Written by
Shanna JM
Updated over a week ago
Adding Custom Products and All Product Components to a Quote or Invoice
Written by
Shanna JM
Updated over a week ago
Linked Quotes/Invoices/POs
Written by
Shanna JM
Updated over a week ago
Time Tracking Feature - Adding Tracked Time to an Invoice
This article provides a walkthrough on how to add the time tracked within the DesignFiles Time Tracker to an invoice.
Written by
Shanna JM
Updated over a week ago
Time Tracking Feature - Tracking and Adjusting Time
This article provides a walkthrough on using the Time Tracker feature on DesignFiles.
Written by
Shanna JM
Updated over a week ago
Financials
Financials Overview
Written by
Cole Mackin
Updated over a week ago
Syncing Invoices with QuickBooks
Written by
Cole Mackin
Updated over a week ago
Creating Purchase Orders from Invoices
Written by
Cole Mackin
Updated over a week ago
Preview Client Invoice
Written by
Cole Mackin
Updated over a week ago
Editing Invoices in the Financials Menu
Written by
Cole Mackin
Updated over a week ago
Download Invoice (PDF)
Written by
Cole Mackin
Updated over a week ago
Changing Invoice Status
Written by
Cole Mackin
Updated over a week ago
Deleting Invoices
Written by
Cole Mackin
Updated over a week ago
Project Quotes
Create and Submit Quotes
Written by
Cole Mackin
Updated over a week ago
Creating Invoices from Quotes
Written by
Cole Mackin
Updated over a week ago
Editing Project Quotes
Written by
Cole Mackin
Updated over a week ago
Downloading Project Quotes as a PDF
Written by
Cole Mackin
Updated over a week ago
Viewing Project Quotes
Written by
Cole Mackin
Updated over a week ago
Deleting Project Quotes
Written by
Cole Mackin
Updated over a week ago
Changing Project Quote Status
Written by
Cole Mackin
Updated over a week ago
Purchase Orders
Create and Submit Purchase Orders
Written by
Cole Mackin
Updated over a week ago
Viewing Purchase Orders
Written by
Cole Mackin
Updated over a week ago
Editing Purchase Orders
Written by
Cole Mackin
Updated over a week ago
Downloading Purchase Orders
Written by
Cole Mackin
Updated over a week ago
Changing Purchase Order Status
Written by
Cole Mackin
Updated over a week ago
Deleting Purchase Orders
Written by
Cole Mackin
Updated over a week ago
Purchase Order Tracker
Viewing the Purchase Order Tracker
Written by
Cole Mackin
Updated over a week ago
Adding Attachments/Files to a Purchase Order
Written by
Cole Mackin
Updated over a week ago
Adding Notes to Products in the Purchase Order Tracker
Written by
Cole Mackin
Updated over a week ago
Downloading Purchase Order Attachments/Files
Written by
Cole Mackin
Updated over a week ago
Specifying/Updating Purchase Order Dates
Written by
Cole Mackin
Updated over a week ago
Deleting Purchase Order Attachments/Files
Written by
Cole Mackin
Updated over a week ago
Changing Purchase Order Status in the Tracker Tab
Written by
Cole Mackin
Updated over a week ago
Invoices
Creating and Submitting Invoices
Written by
Cole Mackin
Updated over a week ago
How to record full/partial invoice payments
Written by
Cole Mackin
Updated over a week ago
How do I remove a recorded payment?
Written by
Cole Mackin
Updated over a week ago
How to update a recorded invoice payments
Written by
Cole Mackin
Updated over a week ago
Invoices, Purchase Orders, Quotes, & Financials FAQ
How to Attach a Document to an Invoice
Written by
Shanna JM
Updated over a week ago
Add Discounts to Quotes & Invoices
You are able to easily add a discount your quotes and invoices with no need for external calculations or additional line items.
Written by
Shanna JM
Updated over a week ago
How to create a custom Financial Report
Written by
Latoya McDermott
Updated over a week ago