Create Invoice: How do I create a new invoice?

By: admin | On: Jun 3, 2016 5:32:35 AM| Category: Tutorials

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

How do I create clients?

By: admin | On: Jun 2, 2016 10:26:57 PM| Category: Tutorials

1. Go to Clients tab 2. Click “New Client” 3. Fill in the form (email address is the only required field) 4. Click “Save”

How do I apply client based catalog pricing?

By: admin | On: Jun 2, 2016 9:49:36 PM| Category: Tutorials

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”