General/Setup

  • Tracking Sent Emails

    There is a new unique feature added in for tracking sent emails if they are opened for the “sales” features. This feature will help you to easily determine eq if contact opened the email when you send the invoice to the contact email....
  • Subscriptions

    Configure Stripe subscriptions You will need first to configure the ...
  • Add Items/Products

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

    Create new tax project manager gives you the ability to add unlimited tax rates on your invoices/estimates/proposals e...
  • Payment Modes

    To add new payment mode go to Setup->Finance->Payment Modes and click on the top left button New Payment Mode Payment Mode Name – Eq. Bank Bank Accounts – Descripti...
  • Add currencies in total to words feature

    If you are using total to words in your transactions you need to add the currency words manually into the translation.The system comes with 2 predefined currency names who are already added into the converter. If you added your own currency y...