1. Invoice Types The Invoices section supports two types of invoices, each serving a different purpose: 2. Creating a New Invoice Use the New Invoice panel on the left side of the Invoices screen. Select either Project Based or Stand…
1. Creating A New Project Step 1: Navigate to the Projects Screen Using the left sidebar, select Projects to open the Project Management page. The New Project form is at the top of the screen. Step 2: Fill In The…
1. Creating A New Proposal Step 1: Navigate to the Projects Screen Using the left sidebar, select Projects to open the Project Management page. Proposals are created and managed from this same screen. Step 2: Fill In The New Project…
1. Creating a New Customer Step 1: Access the Customers Screen Navigate using the left sidebar and select Customers to open the management page. Step 2: Fill in the “New Customer” Form On the left side of the screen you…