Email a Document
How to Email a Document
How to Email a Document
Learn How to Create a New Document
Learn How to Create a Document Template
Learn How to Extend Level Billing Agreement
Learn How to Write Off Customer With Balance Remaining
There are a few different places you can look to see if a customer has viewed their invoice if the invoice was sent via email. Email History Go to the Email tab. Click on the “Sent/History” Tab. You can check the status of the email under the “Status” column. Invoice…
Learn About Receipts
How to View Used Tags
Learn About Estimate Change Requests
Another way to Import your Customers, Assets, Expenses, and Items & services are in your settings. Click your gear icon and then the “Import Customer, Assets, Expenses, and Items & Services” tab. Once on this page, you will see 4 different buttons that will you allow you to import information…