You can add new tax by clicking on the New Tax button, which is located at the top right-hand side of the page.
What is Payment due reminder?
Payment due reminder is a setting for your reminders to set in the Invoice section. You can change the setting as per your preference. For Example, How many days before you want the reminders to generate. You can also ON the SMS and Email section for the reminders to appear. Also, if you want, you can… Continue reading What is Payment due reminder?
What is Follow Up Reminder?
Follow Up Reminder is a setting for your reminders to set in Leads section. You can change the setting as per your preference. For example, How many days before you want the reminders to generate. You can also ON the SMS and Email section for the reminders to appear. Also, if you want, you can set… Continue reading What is Follow Up Reminder?
Where can I write the Annexure?
You can write the Annexure in “Document Settings” for Quotation, Invoice, Packaging List, Delivery Challans and Purchase Orders. Steps for the same is as follows: Click on the Document Settings. Select the Quotation, Invoice, Packaging List, Delivery Challans or Purchase Orders tabs. In the Annexure section write the content. Click on Save button.
Where can I write the Customer Notes?
Steps for the same is as follows: Click on the Document Settings. Select the Quotation, Invoice, Packaging List, Delivery Challans or Purchase Orders tabs. In the Customer Notes section write the content. Click on Save button.
Where can I write the Terms and Conditions?
Steps for the same is as follows: Click on the Document Settings. Select the Quotation, Invoice, Packaging List, Delivery Challans or Purchase Orders tabs. In the Terms and Conditions section write the content. Click on Save button.
How can I change the working hours of my organisation?
Steps for changing the working hours of the organisation is as follows: Click on the filed beside Working Hours. Un-check the box of Available 24 hours. Change the hours as per your preference.
How do I change logo of my organisation?
Steps for changing the logo of the organisation is as follows: Click on the button Choose a file. Select your logo.
Can I print and download the report?
Yes, you can print and download your report. Steps to Print, Download PDF or Download CSV are as follows: Click on a link whose report you want to check. Click on the More button. In the drop-down, click on Print OR Click on Download PDF OR Click on Download CSV.
Can I generate report based on custom range?
Steps for generating a report based on the custom range are as follows: Click on a link whose report you want to check. Click on the Customize Report button, on the top right-hand side of the page. Select any options in the Customize Report. Click on the days Custom Range. Select range as per your preference. Click… Continue reading Can I generate report based on custom range?