Quotes, Invoices, Purchase Orders, & Financials
By Shanna and 2 others3 authors43 articles
- Creating & Using Retainers
- Linked Quotes/Invoices/POs
- Adding Custom Products and All Product Components to a Quote or Invoice
- Time Tracking Feature - Adding Tracked Time to an Invoice
- Time Tracking Feature - Tracking and Adjusting Time
- Credit Card vs. ACH: Unpacking the Fees for Payment Processing
- ACH Payment Classification Update (Nacha Requirements)
- Viewing the Purchase Order Tracker
- Adding Attachments/Files to a Purchase Order
- Adding Notes to Products in the Purchase Order Tracker
- Downloading Purchase Order Attachments/Files
- Specifying/Updating Purchase Order Dates
- Deleting Purchase Order Attachments/Files
- Changing Purchase Order Status in the Tracker Tab