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Create Invoice
To create new invoice go to Sales -> Invoices and click on the button Create new invoice Select Customer, when selecting a Client the customer information's will be fetched directly from the customer’s profile. Another option is that you can click on ...
22: Plus, Button
Enhance collaboration with the "Plus Button" on BIMeta to create a "Company Chat" using this simple guide: 1. Locate 'Plus Button': On the left side of the site, find and click on the 'Plus Button'. 2. Access 'Create Company Chat': In the popup that ...
Create proposal
Create a proposal From the main menu navigate to Sales->Proposals and on the top left side click the Create Proposal button You can create a proposal to lead or to a customer. Choose Related to Lead or Customer. Choose which lead/customer is related. ...
2.2.5: Create Company
Launching your company on BIMeta, Fantastic! Here's a simple guide for the "Create Company" tab: 1. Click "Create Company": Find the "Create Company" tab and give it a click. Time to showcase your company's awesomeness! 2. New Page Opens: · A new ...
2.2.6: Create Projects
Ready to showcase your projects on BIMeta, here's a simple guide for the "Create Project" tab: 1. Click "Create Project": Find the "Create Project" tab and give it a click. Get ready to dive into the world of projects! 2. New Page Opens: · A new page ...