General / Setup
Add currencies in total to words feature
If you are using total to words in your transactions you need to add the currency words manually into the translation. Our CRM comes with 2 predefined currency names who are already added into the converter. If you added your own currency you need to ...
Payment Modes
To add new payment mode go to Setup->Finance->Payment Modes and click on the top left button New Payment Mode Payment Mode Name – Eq. Bank Bank Accounts – Description – Give payment mode description, will be shown on invoice html area. You can add ...
Tax Rates
Create new tax Our CRM gives you the ability to add unlimited tax rates on your invoices/estimates/proposals etc.. You can add new tax rates by following the steps below: Navigate to Setup->Finance->Tax Rates. Click on the top left button New Tax ...
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 ...
Add Items/Products
Create new item To create new items from the main admin menu navigate to Sales->Items and click on the top left button New Item. Description – Give the item short description of item heading. Long Description – Item long description for more detailed ...
Configure Stripe subscriptions
You will need first to configure the Stripe Checkout payment gateway in order to use the Subscriptions feature. Please follow the Stripe checkout configuration guide by clicking here If you are using version older then 2.4.0, you will need to ...
Tracking Sent Emails
From version 2.0 there is a new unique feature added in our CRM for tracking sent emails if they are opened for the “sales” features. This feature will help you to easily determine eq if contact opened the email when you send the invoice to the ...