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23: Setting Icon
Customize your experience effortlessly using the "Settings" icon on BIMeta with this simple guide: 1. Locate 'Settings Icon': On the right bottom of the site, find and click on the 'Settings' icon. 2. Explore Settings Options: · Clicking opens three ...
2: Main Header of BIMeta
Here's a quick guide to help you navigate the site header easily: Logo: In the top left corner, you'll find our logo. Give it a click, and the site will refresh, and your posts will magically appear on the page. Home Button: Look for the vibrant ...
Create Estimate
To create new estimate go to Sales -> Estimates -> Create New Estimate or by clicking on the Build icon on the top left side and click Create Estimate Client – Before selecting a client you must have added clients Customers->New Customer. When ...
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 ...
Currencies
Create new currency To add new currency go to Setup -> Finance -> Currencies and click New Currency. Currency Code – Add currency code, make sure you add the valid currency ISO code. The ISO Code will be used when sending the currency code to online ...