Order Process
Jobs, Estimates, Payments, Scheduling, Closure
By Stephen and 1 other2 authors49 articles
Pipelines - How to Assign Pipelines to Estimates/Jobs
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
Rentals - How do I see if a product is available?
How do I add notes to an estimate or job-order?
How to create a New Job, and what is a "Job with Options"?
How to create a new estimate or job order, starting with a cart template?
How to name your estimate or job order?
How to apply a discount to a line item or to the entire order?
How to apply a surcharge to an order or line item?
How to schedule appointments for a job?
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?
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
Fillable Job Work Sheets (Service)
Fillable Job Work Sheets (Rental)
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