Documents and Collections

Create estimates, quotations and invoices for your customers and share them with them in a click. Your customers can log in to the customer portal to view the document and payment links and complete the payment. Want to know how you can do it? Check out the steps.

Step 1: Creating Invoices, Quotations or Estimates

  • Click on the documents icon on the left navigation bar and select the document option you want to create.
  • Click on the plus sign and choose your contact and sale. Click Next.
  • Fill in the fields in the document template and click ‘Save Document’.

Or,

In the customer details page, or sales details page click on the ‘Add’ button next to the document you want to create.

Step 2: Sharing documents

  • Click on the document in the particular document list page to view the document.
  • Click on the ‘Share’ button to share the document with your customer.
  • To send the payment link, click on the ‘Send Payment Link’ button in the document details page.
  • Your customer can log in to the customer portal to view the document and the payment link.

Step 3: Recording Collections

  • Click on the documents icon on the left navigation bar and click ‘ Collections’.
  • Click on the plus icon and select the contact and  choose the payment option. Record the payment details such as the paid amount, payment date and payment mode in the respective fields.

Or,

  • To record collection against a customer, go the customer details page and click on the ‘Add’ button under the Collection tab. Similarly you can record collections for a sale by going to the respective sales details page.
  • Record the payment details such as the paid amount, payment date and payment mode in the respective fields.