Merging invoices is feature in WPSCRM that allows you to merge/include already created invoices into 1 invoice by passing all the invoice info to new invoice. This feature is used if your customer have other unpaid invoices but y...

You can send invoice overdue notice manually or automatically with cron job. Sending with cron job To setup automatically overdue notice go to Setup -> Settings ->...

While viewing the invoice from the admin area click on the + Payment button to record a new invoice payment, after you click on the button new view will be shown including the record payment form. ...

WPSCRM have the option to send this invoice to a customer which is related.  Also, the PDF invoice will be attached to the email. If you want to do not attach the PDF invoice simple uncheck the checkbox Attach Invoice PDF...

Settings Navigate to Settings Menu -> Settings -> Cron Job Create a new invoice from the main recurring invoice only if the main...

To create new invoice go to Sales -> Invoices and click on the button Create new invoice ...

...

Go to Menu -> Sales -> Estimates and click ...

WPSCRM have option to s...

You can easely convert the estimate to invoice from the admin area. Open the estimate you...

To create new estimate go to Sales -> Estimates -> Create New Es...

To c...

Go to the customer profile and click on the tab you want to export data eq. invoices Select status or just leave it All and click Submit. All invoices based on your selected options will be added to .zip file. ...

In order to make the proposal process creation easier, in  WPSCRM you can create predefined HTML templates that can be used each time a proposal is created. Create proposal template...

You can send expiration...

...

The estimate request feature is added in ...

Create new currency To add new currency go to Setup -> Finance -> Currencies...

Items is WPSCRM feature that will allow you to create predefined items which will speed up the process when creating new invoices/estimates/proposals. Create new item...

...

Navigate to Settings Menu -> Sett...

Create a Proposal From the main menu navigate to Sales --> Proposals and click on New Proposal ...