Bulk Processing Invoices In this video we will cover the following topics- Bulk Processing Invoices Backdating Invoices Excluding Bookings Excluding Invoices with Hold Invoice Checkbox Reviewing Invoiced Bookings Editing Invoice Details Setting ...
Sending booking details to customers In this video (2:30) we will cover the following topics- Booking detail email templates Setting up the template using TBN default email templates Creating your own template Sending details to a customer Send ...
Creating a quote in the admin panel In this video we cover how sales teams use the admin panel to create a quote for a customer Creating a quote in the admin panel Required quote fields Auto calculations from account settings Edit stops Select a ...
Managing Invoices In this video we will cover the following topics- Viewing and filtering the invoice report Invoice information on Contacts and Organization detail pages Invoices and AR Aging
Free Entry Transactions on existing invoices In this video we will cover the following topics- Adding fees or Credits to existing invoices How those display on the invoice report and invoice PDF document