Create Invoice(s) with this straightforward process: a. Create a client b. Create an invoice Create a client 1. Go to Clients tab 2. Click “New Client” 3. Fill in the form (email address is the only required field) 4. Click “Save” Create an Invoice 1. Go to “Invoices”tab 2. Click “New Invoice” 3. Select your
continue readingTopic: New Client
How do I create clients?
1. Go to Clients tab 2. Click “New Client” 3. Fill in the form (email address is the only required field) 4. Click “Save”
continue readingHow do I apply client based catalog pricing?
To set your catalog pricing follow these steps: 1. Go to “Settings”tab 2. Click “Catalog Pricing” 3. Enter discount rates off standard pricing for Bronze, Silver &Gold clients. 4. Click “Save” New Client 1. Go to Clients tab 2. Click “New Client” 3. Set “Catalog Pricing”(i.e. Standard, Gold etc.) 4. Click “Save”
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