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Managing Ongoing Projects

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Accounts or Customers
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Managing Ongoing Projects

Break work into stages, track them visually on a Gantt chart, and mark milestones when reached.

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Creating a New Customer Contract

Linking a Contract to a Project or Opportunity

Assigning a New Project to a Customer

Adding a New Customer Account

Adding Multiple Accounts

Setting Reminders for Customer Follow-Ups

Viewing and Managing Upcoming Reminders

Uploading Files to a Customer Profile

Viewing and Downloading Uploaded File

Deleting Files Safely

Creating a Task under a Project

Assigning Tasks to Team Members

Updating Task Status and Deadlines

Project Dashboard Overview

Linking Projects to Invoices or Quotations

Managing Ongoing Projects

Editing and Updating Customer Information

Completing Buyer Details in MyInvois

Viewing and Exporting Purchase Order

Creating a Quotation

Converting a Quotation into an Invoice

Managing and Overview Quotation

Creating a New Sales Opportunity

Updating Opportunity Stage and Status

Adding Notes and Attachments to an Opportunity

Closing or Deleting an Opportunity

Create a New Expense for a Customer

Importing Bulk Expenses from File

Managing and Editing Existing Expenses

What is a Credit Note and When to Use It

Creating a New Credit Note

Applying a Credit Note to an Invoice

Viewing Payment History for a Customer

Linking Payments to Specific Invoices

Exporting Payment Data

Invoice Overview Dashboard

Creating a New Invoice

Editing and Updating Invoice Details

Sending Invoices via Email

Managing and Tracking Paid vs. Unpaid Invoices

Viewing and Filtering Account Statements

Exporting Statements to PDF, Excel or send through Email

Understanding Statement Columns and Data

Adding Internal Notes to a Customer Account

Exporting Notes to PDF or Excel

Managing and Deleting Notes Safely

Adding a New Contact to a Customer Account

Exporting Contacts for Reports

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