{"id":8617,"date":"2021-08-10T07:56:21","date_gmt":"2021-08-10T07:56:21","guid":{"rendered":"https:\/\/moiboo.com\/supportdocs\/docly-documentation\/content\/faqs\/"},"modified":"2023-08-04T17:11:04","modified_gmt":"2023-08-04T11:41:04","slug":"faqs","status":"publish","type":"docs","link":"https:\/\/moiboo.com\/support\/docs\/docly-documentation\/content\/faqs\/","title":{"rendered":"FAQ’s"},"content":{"rendered":"\n

Question No.1:<\/p>\n\n\n\n

How to get the product description printed in Invoice?<\/p>\n\n\n\n

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SOLUTION<\/p>\n\n\n\n

STEP 1              : Settings<\/p>\n\n\n\n

STEP 2              : Invoice Settings under income tab STEP 3              : Edit<\/p>\n\n\n\n

STEP 4              : For Invoice Settings, click the check box STEP 5              : Then click save.<\/p>\n\n\n\n

STEP 6              : Log Out. STEP 7           : Then Login the software<\/p>\n\n\n\n

<\/p>\n\n\n\n

Question No.2:<\/p>\n\n\n\n

How to reset the user\u2019s password?<\/p>\n\n\n\n

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SOLUTION<\/p>\n\n\n\n

STEP 1   : Settings<\/p>\n\n\n\n

STEP 2   : Click Users under Users & Access restriction in admin tab STEP 3   : Click Add a user button.<\/p>\n\n\n\n

STEP 4   : Click the check box (Do you want to reset password) and give new Password STEP 5           : Then click save<\/p>\n\n\n\n

<\/p>\n\n\n\n

Question No.3:<\/p>\n\n\n\n

How to get quantity option in quotation?<\/p>\n\n\n\n

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SOLUTION<\/p>\n\n\n\n

STEP 1              : Settings<\/p>\n\n\n\n

STEP 2              : Click Customise under income tab STEP 3              : Click Edit<\/p>\n\n\n\n

STEP 4              : Click corresponding product based template STEP 5              : Then click save.<\/p>\n\n\n\n

<\/p>\n\n\n\n

Question No.4:<\/p>\n\n\n\n

How to edit Invoice\/Bill\/Quote\/Sales order No.?<\/p>\n\n\n\n

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SOLUTION<\/p>\n\n\n\n

STEP 1   : Settings<\/p>\n\n\n\n

STEP 2   : Click General Settings under Admin tab STEP 3   : Click Edit<\/p>\n\n\n\n

STEP 4   : Click the check box<\/p>\n\n\n\n

(Job sheet\/Job order\/Manufacture order\/Invoice\/Bill\/Quote\/Sales order\/PO number Editable) STEP 5           : Then click save<\/p>\n\n\n\n

<\/p>\n\n\n\n

Question No.5:<\/p>\n\n\n\n

How to check net speed if Software is slow?<\/p>\n\n\n\n

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SOLUTION<\/p>\n\n\n\n

STEP 1   : Check your Computer Internet speed at www.speedtest.net<\/a> STEP 2           : Click Begin Test your Download speed should be minimum 2Mbps.<\/p>\n\n\n\n

Question No.6:<\/p>\n\n\n\n

What to do if the invoice is unable to delete?<\/p>\n\n\n\n

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SOLUTION<\/p>\n\n\n\n

STEP 1   : Click Invoice under Income tab STEP 2   : Click view invoice under Action tab STEP 3   : Delete receipt under action tab.<\/p>\n\n\n\n

STEP 4   : Click back<\/p>\n\n\n\n

STEP 5   : Click delete invoice.<\/p>\n\n\n\n

<\/p>\n\n\n\n

Question No.7:<\/p>\n\n\n\n

How to add Additional or Subtract Charges?<\/p>\n\n\n\n

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SOLUTION<\/p>\n\n\n\n

STEP 1              : Settings<\/p>\n\n\n\n

STEP 2              : Click Invoice under Income tab STEP 3              : Click Edit<\/p>\n\n\n\n

STEP 4              : In Additional Charges you can add the charges (Freight Charge, Transport Charge, Packing Cost, Service Charge ) &In Substract Chargves you can substract the charges (Ex: Discount Charge, Depreciation Sale).<\/p>\n\n\n\n

STEP 5              : Click save.<\/p>\n\n\n\n

<\/p>\n\n\n\n

Question No.8:<\/p>\n\n\n\n

How to add logos in Invoice\/PO\/Quote?<\/p>\n\n\n\n

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SOLUTION<\/p>\n\n\n\n

STEP 1   : Click Invoice under Income tab STEP 2   : Click print DC under action button.<\/p>\n\n\n\n

<\/p>\n\n\n\n

Question No.9:<\/p>\n\n\n\n

How to give access to the user if they want tosee other User\u2019s Records?<\/p>\n\n\n\n

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SOLUTION<\/p>\n\n\n\n

STEP 1   : Settings<\/p>\n\n\n\n

STEP 2   : click user under users & access restriction in admin tab. STEP 3   : Action button and Update user.<\/p>\n\n\n\n

STEP 4   : Enable the check the box (Allow him\/her to access other person records) STEP 5           : Click save<\/p>\n\n\n\n

<\/p>\n\n\n\n

Question No.10:<\/p>\n\n\n\n

How to add Company Service Tax \/ TIN \/ CST No.?<\/p>\n\n\n\n

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SOLUTION<\/p>\n\n\n\n

STEP 1   : Click My reach under settings tab. STEP 2   : Click Organisation name.<\/p>\n\n\n\n

STEP 3   : Click financial Dates.<\/p>\n\n\n\n

STEP 4   : Click Update under branch details. STEP 5           : In Tax Information you can add Service Tax \/ TIN \/ CST No. STEP 6          : Click save<\/p>\n\n\n\n

<\/p>\n\n\n\n

Question No.11:<\/p>\n\n\n\n

How to change the invoice Starting number ?<\/p>\n\n\n\n

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SOLUTION<\/p>\n\n\n\n

STEP 1   : Click Reports. STEP 2           : Click Bank Reconciliation Report under Accounting Reports<\/p>\n\n\n\n

<\/p>\n\n\n\n

Question No.12:<\/p>\n\n\n\n

How to see the bank reconciliation report?<\/p>\n\n\n\n

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STEP 1   : Click My reach under settings tab. STEP 2     : Click Organisation name.<\/p>\n\n\n\n

STEP 3   : Click financial Dates.<\/p>\n\n\n\n

STEP 4   : Click Update under branch details. STEP 5           : Enter Invoice Starting No. under Proforma Invoice Settings. STEP 6        : Click save<\/p>\n\n\n\n

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<\/p>\n","protected":false},"excerpt":{"rendered":"

Question No.1: How to get the product description printed in Invoice? SOLUTION STEP 1              : Settings STEP 2              : Invoice Settings under income tab STEP 3              : Edit STEP 4              : For Invoice Settings, click the check box STEP 5              : Then click save. STEP 6              : Log Out. STEP 7           : Then Login the […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":3984,"menu_order":147,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-8617","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"acf":[],"_links":{"self":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/8617","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/comments?post=8617"}],"version-history":[{"count":2,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/8617\/revisions"}],"predecessor-version":[{"id":11963,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/8617\/revisions\/11963"}],"up":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/3984"}],"wp:attachment":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/media?parent=8617"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/doc_tag?post=8617"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}