How To Send the Customer a Receipt
To Do This: Add a payment against the invoice as normal. Always remember to save the details. Head to your Templates tab and select ‘Customer Statement’ in either PDF or Word. Remember opening in Word enables you to edit the document. Open the Statement in PDF if you do not need to edit it. Check […]
How To Understand Credits
To do this: Within your contract, add an invoice as normal – Whether it’s a deposit, interim or final payment. Add a Credit as a normal invoice – Make sure there is a raised date against it, otherwise the system won’t register it. You can see that the Invoice Gross is now £1000 rather than […]
How To Set or Confirm a Provisional Appointment in the Diary
To do this: Add an appointment as normal. Scroll down to the bottom of the appointment box and select the Provisional tick box. Select Save to confirm. To confirm the appointment, double-click on it and unselect the Provisional box. Select Save to confirm. The appointment will be in full colour when confirmed rather than white […]
How To Move, Reschedule or Delete an Appointment in the Diary
To do this: To move an appointment simply drag and drop the appointment to the new time and date. To reschedule, you can either drag and drop or double-click on the appointment and change the details. To change the date/time, simply click on the calendar icons next to the Start and End headings. Select Save […]
How To Set a Recurring Meeting in the Diary
To do this: Double-click on the time and date you’d like to add the entry. Enter a title for the appointment and edit the date and time if necessary. Select how often you’d like to repeat the appointment by clicking the drop-down arrow. Select the date(s) you’d like the appointment to repeat on. Select whether […]
How To Book Holiday in the Diary
To do this: In your Main Menu, head to the Diary. Depending on how you’d like to view – Filter the User you’d like to book the holiday for. Use the arrows or calendar icon to find the date you need. Double-click on the all day box under the date and enter a title in […]
How To Export your Live or Archived Contact List to Excel or PDF
To do this: In your Main Menu, head to your Contacts tab and select ‘Active Contacts’. Select the ‘Export To Excel’ option if you wish to see a detailed view off your active contact list. Enable Editing so you can filter and sort the information as required. To filter, highlight the Column and select ‘Sort […]
How To Add a Contact
To do this: In your Main Menu, head to the Contacts tab and select ‘+ New Contact’. Select your Contact Type – A customer will be a contact who has bought with you before. A Lead will be someone who is interested in a quote. And a Prospect will be someone who is interested in […]
How To Archive or Delete a Contact
To do this: Within your Contact, scroll to the bottom of the page and select ‘Archive’. Press ‘Archive’ again to confirm. To see your Archived Contacts, head to Contacts under the Main Menu and select Archived Contacts. To re-activate a customer, simply click the edit button on the contact, scroll to the bottom of the […]
How To Add an Accounts Reference to a Contact
To do this: Within your Contact, scroll down to the bottom and under ‘Accounts Reference’, enter the reference for the Customer or Supplier from your Accounts Package. Select Save when completed. Thank you for watching our how-to video on How To Add an Accounts Reference to a Contact, for more information and access to our […]
How To Add a Supplier
To do this: Head to your Active Contacts in your Main Menu and select ‘+Add Contact’. You may want to double check you don’t already have that supplier on the system so you can search for the company name within this page first. Enter the Contact Type – Supplier. Select whether these are Retail or […]
How To Add a Permanent Note
To do this: Within the Contact, under Permanent Note, add the detail you’d like to permanently leave on the customers contact file. Remember to press Save at the bottom of the page. You can go back and alter this note if needed but it will permanently appear when you open that customers or supplier contact […]
