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How It Work

Contains how to create New Customer, Edit Existing Customer's details, Search Customer in the list and View list of customers.

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All necessary information regarding creating New Quote, Edit Existing Quote, search already existing Quote from the list, save and Email to the client,Quote Received via mail by client, Accept or Decline of quote, Quote preview and print and Quote converted to sales order.

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Assistance in creating Master Expenses that may get visible on quote and sales order

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View detailed graphical reports on total number of customers, total quotes created, total invoices created, amount of income and expenses reports, to manage your business processes at your finger tips.

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Select the radio button to select the type of data you would like to import i.e. from ‘Import Customer Data’ or ‘Import Products Data’. Browse for the file to import and click on the ‘Import Data’ button.

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View detailed graphical reports on total number of customers, total quotes created, total invoices created, amount of Income and expenses reports, to manage your business processes at your finger tips.

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Now it is easy to manage and use any currency according to your business needs. A master form under the setting tab is provided to update user details for managing your own details. This facility changes text and price according to the type of tax you are expecting to put and deduct in Quote, as well as on an invoice/sales order. Entered text and price will reflect in the quote and on the invoice/ sales order.

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Now it is easy to manage and use any vendor according to your business needs. A master form under the setting tab and menu is provided to update vendor details for managing your own details.

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Now it is easy to manage and use any purchase order according to your needs. A master form under the menu is provided to update purchase order details for managing your own needs.

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The page contains assistances for Add New product, Edit Product, Search Product and View List of product.

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You can search and filter invoices from list view on the basis of given criteria and edit as many time as you want. You can create invoices directly by clicking Add new. Expenses made on creating an invoice can be added by clicking Add Expense Button.

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Create tasks and send reminders to manage urgent projects.View Tasks you created on a list.

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You can add and send campaigns designed for a particular project for promotion of a product or service. The trigger details and its status can also be checked through this page.

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This form provides the facility to export your precious data to your required file for further usage. Select what data you want to export and also to which file you want to export i.e. excel or CSV. Just click export.

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Here is the format of the payment request email. By clicking the link, you are redirected to the page where a customer can make a payment. The best feature is that you can enter payment detail in three ways:

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Here is the format of the billing status. By clicking the link, you are redirected to the page where a billing status available. The best feature is that you can get detail of status such as processing,pending,completed.



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Here is the format of the receivable. By clicking the link, you are redirected to the page where receivable,payment list,overdue available. The best feature is that you can get detail of receivable such as payment list,overdue.

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