Our CRM combines different interfaces for a simple, yet detailed working system.
For example, if you would like to check on a particular customer and see what invoices there are ‘under’ them, simply find it and additionally view and edit the invoice.
To view your Customers’ orders, go to ‘Salesforce Automation’, then ‘Customers & Reports’.
Select your Customer and press ‘edit’.
These invoices are either come from the ‘Invoice automation’ within the CRM, or Quickbooks. Notice the different colors for the invoices. Blue marks an Open/New invoice, Red is Overdue and Green means the invoice has been paid.
In order to view these invoices, you have to be the sales representative, or the administrator. To get more detail about an invoice just click on a line and you will see a brief description of it. The window will show you the following:
- Invoice number
- Date
- Due date
- Product description
- Quantity
- Rate
- Amount for the invoice.
Additionally, you can navigate to the actual invoice by clicking on the ‘Go to Invoice’ option on the bottom left.
Here, you can make changes if needed.
For additional information regarding how to edit an invoice, please refer to the following tutorial:
http://www.web3box.com/how-to-edit-an-existing-invoice-within-web3box-crm/
Keep track of your customers’ invoices all in one place, in the Web3Box CRM.
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