General
Activity
Database
Your Company
Accounting
Ai Tools
“Non-Menu” documents
Every client interaction starts here!
This is where Quotes start. ~ The CRM folder for clients activity info & resources ~ Can contain multiple Quotes.
- Summary Boards with Custom Views (Reports)
- Shared Views
- Project Artifacts (Emails, Entities & Notes)
- Jump to: Menu
- Project delivery addresses
- QuickLook Panel – Shortcuts
- Enquiry details – Quotes – Files (Artwork & Documents)
- Customer PO Numbers
- Enquiries & Projects – How do they differ?
- Action-Notes
Individual Quotes (and their revisions) ~ Contains statuses, financials and other relevant info.
A Project is an Enquiry that has converted to a Sale. May contain multiple Jobs and associated resources.
When a Quote converts to a Sale, a Job is created which helps you manage production and can contain multiple PO’s
Individual PO’s, their status and extra info.
Individual Invoices, their status and extra info
- Summary Boards with Custom Views (Reports)
- Shared Views
- QuickLook Panel – Shortcuts
- The Sale! – Approve Quote and Create a Job (inc. Invoices & Purchase Orders)
- Customer PO Numbers
- "Send invoice to…" default setting
- Is the Sales Invoice in Xero?
- Is the Sales Invoice in MYOB
- Cancel a Sale
- Exporting Client Invoice Details
- Software Integration – Xero
- Xero – Locations and Contacts
- Creating an Invoice and Purchase Order in Xero
- Information in the Xero Invoice
- Customer PO Numbers
- Changes to the Sale – Xero Invoices and Purchase Orders
- Is the Sales Invoice in Xero?
- Automatic Invoice Status and Payment Updates from Xero
- Sending the PO to Xero
- Is the Purchase Order in Xero?
- IMPORTANT things to know!
- Software Integration – MYOB
- MYOB – Locations and Contacts
- Creating an Invoice and Purchase Order in MYOB
- Information in the MYOB Invoice
- Customer PO Numbers
- Changes to the Sale – MYOB Invoices and Purchase Orders
- Is the Sales Invoice in MYOB
- Sending the PO to MYOB
- Is the Purchase Order in MYOB?
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