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  • Estimate Request

    12/12/2024 4:27 PM
    The estimate request feature is a...

  • Subscriptions

    12/12/2024 5:36 PM
    ...

  • Add Items/Products

    12/12/2024 5:38 PM
    tems is WPS CRM feature that will allow you to create predefined items which will speed...

  • Send Estimate to Email

    12/12/2024 5:42 PM
    WPS have option to send this estimate to customer which is related. Also the PDF estim...

  • Converting Estimate To Invoice

    12/12/2024 5:45 PM
    You can easely convert the estimate to invoice from the admin area. Open the estimate you...

  • Currencies

    13/12/2024 10:29 AM
    Create new currency To add new currency go to Setup -> Finance -> Currencies...

  • Sending proposal to customer or lead

    13/12/2024 10:30 AM
    ...

  • Add Items/Products

    13/12/2024 10:32 AM
    Items is WPS CRM feature that will allow you to create predefined items which will speed up the process when creating new invoices/estimates/proposals. Create new item...

  • Payment Modes

    13/12/2024 10:33 AM
    ...

  • Recurring Invoice

    13/12/2024 10:34 AM
    Navigate to ...

  • Send Invoice to Email

    13/12/2024 10:37 AM
    WPS CRM 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 PD...