Order Process
Jobs, Estimates, Payments, Scheduling, Closure
By Stephen and 1 other2 authors51 articles
- Estimates - How do I create a quote/estimate?
- Estimates - How to Create Multiple Sub-Proposals for your Estimates/Quotes
- Estimates - Creating 'Meeting' Interaction events for on-site estimates
- How do I WIN/Convert my Estimate into a Job?
- How do I Retire a Quote/Estimate? What is the 'Lose' option for?
- Estimates - Approved Proposals and the 'Approve' button
- How do I add notes to an estimate or job-order?
- How to create a New Job
- How to create a new estimate or job order, starting with a cart template?
- How to name your estimate or job order?
- Opportunity Intel (Job Intel)
- How to apply a discount to a line item or to the entire order?
- Modifiers - Discounts and Surcharges
- How to schedule appointments for a job?
- The On My Way Button
- Scheduling Jobs - Create Multiple Appointments
- How to apply taxes to an order?
- How to re-arrange cart items within an order?
- Complete Line Items - When is revenue recognized?
- How do I create an invoice?
- How do I change the billing information on the invoice?
- How to email or print an invoice?
- How do I hide pricing on my invoice?
- How do I close a job order?
- The Generate Invoice Button
- How to cancel an open job/order?
- How to assign a Customer Property to an order?
- How to duplicate an existing estimate/job into new estimate/job
- How to accept a payment?
- How to refund a payment?
- The 'Pay Now' button for invoices
- How do I show/hide a payment on my invoice?
- How to schedule a payment?
- PayRilla Payment Processing
- Stripe - Manually Enter Card Payments
- How to complete the activation of Authorize.net to accept refunds entered in BPro.
- Entering Tips when Accepting Payment on Jobs