Tag
#Invoices & Estimates
7 guides tagged Invoices & Estimates.
Sales Pipeline, Tasks & Custom FieldsFunnels — CRM sales pipelineA Kanban board of your sales stages, with a deal value on each contact…Payments, Invoices & EstimatesInvoicesCreate, send, and track invoices with line items and due…Payments, Invoices & EstimatesRefunds & disputesIssue refunds and track…Payments, Invoices & EstimatesFinancial summary & reconciliationA financial ledger view — gross, refunded, net, disputed, and outstanding — with…Team, Staff Directory & Roles/RBACMessage staff as a segmentBroadcast an internal SMS to your team's mobiles — all staff, by role, or by…Billing, Tiers & ModulesPlatform billing & subscription plansCharge tenants for the platform on secure card subscriptions, with plan-based feature…Multi-location / OrganizationsOrganization → location modelA business (organization) can have multiple locations, with contacts shared across locations while each location keeps…
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