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