Did You Know?

Using Credit Note Function in Sales

This feature helps you to create any number of credit note as required

Step 1 : Click Credit note under sales tab Step 2 : Click add Credit note

Step 3 : Fill the Credit note details Step 4 : Save and create new (or) Save and email (or) Save and print (or) Save Step 5 : Click action button then PDF/print/email/add receipt/update

Check all the reminders with ease

You can easily check all your reminders in a click.

Step 1 : Click reminders under leads tab

Step 2 : Click Action button Convert it to Set Reminder FOS response, Edit remainder, Disqualify, Convert to quote, Convert to sales order, Sms to customer