Yes you can, 1) Find your invoice. 2) Scroll down to files. 3) Click on files 4) Click upload files 5) Browse your local folders to select the doc/file that you want to add to the invoice.
The Products module is a simple but effective way to organize and manage your organization’s products and services. Go to Create Product from the drop down menu under sales Product Name – Enter the name of your product Categories – Enter the price for your product (Categories are a way to group products.) Cost Price –
Web Suite Pro offers a FREE plan to non-profit, charitable organizations. This offer applies to a single plan per non-profit organizations. Addon and/or upgrades are not eligible for any discounts. New Users You will first need to fill out and submit the form athttps://websuitepro.com/signup/ to sign up for service with us. Please send proof of your tax-exempt status
Hi, It’s Cheun again and I’m here to show you how to manage your landscaping and/or construction business. So the tools in Web Suite Pro you’ll need are contact manager, invoicing and quote app, expense tracking and trouble tickets. Setup your Company Go to your top left where account is located. Drop down to settings
How do I add shipping charges to my invoice? Adding shipping charges is very simple; Step 1. Go to expense on your invoice and choose new expense (if this is a onetime expense please check onetime expense) Step 2. Expense name and description Step 3. Select category from drop down menu (remember if it is not
Hi this is Cheun. Today I’m going to show you how to create an invoice. Find who you’re billing First off, I will start by finding my contact on Web Suite Pro which I’m going to bill. I’ll type in the name in the search bar located on the top of the page. I’m gonna
On the main menu under the [sales] button Under the purchase order drop down menu there is a [incoming orders] button On orders you have accepted, there is an option to click on [back order]
On the main menu please select the [sales] button Go to purchase order then select ‘incoming orders’ Select the order number you wish to ship at the bottom of the page select ‘accept order’ Once selected it will ask if you want to convert. please select ‘OK’ Fill out all the necessary fields in the
A form of communication in the software that a client or vendor may send that only their company may receive and the interpret the information
On the main menu click the [tickets] button On the drop down menu there is a [add ticket] button make sure to save the ticket once you finished creating it