USING SERVIFOCUS
Create Invoice
Last Updated: May 2, 2024To create new invoice go to Sales -> Invoices and click on the button Create new invoice. When choosing a client, customer information will be automatically retrieved from the customer’s profile. Alternatively, you can click on the edit icon to directly input the desired customer details. This functionality also applies to billing information, which is...
Create Estimate
Last Updated: May 2, 2024To create a new estimate, you can follow either of these two methods: Navigate to Sales -> Estimates -> Create New Estimate. Client: Billing and Shipping: Number:
Create Proposal
Last Updated: May 2, 2024Select “+New Proposal” In the proposal section, you can input the following details: subject, related date, opening until, currency, discount type, tags, assigned to, address, email, phone number. Once filled, you can choose to “Save” and “Send”. Status : Open Till: Currency: Allow Comments: Sending proposal to customer or lead: You can Sort By: Date...