From version 2.0.0 in CRM, there is a new major feature added that will help you to bill your customers in a more faster way based on subscription billing. Subscription payments is provided via Stripe, you will need to have active Stripe account i...

We assume that you already have created the proposal. Click on the mail icon from the right side and popup with with the preview email template will be shown.You can include the proposal link inside the email template and let your customer vi...

Create new currency To add new currency go to Setup -> Finance -> Currencies and click N...

Items is 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...

Navigate to Settings Menu -> Settings -> Cron Job Create a new invoice from the main recurring invoice only if the main invoice is with status paid? If this field is set to No the recurring invoice is no...

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 – Descript...

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 PDF After se...

The estimate request feature is added in CRM version 2.8.0 and it’s used to create forms that your customers or potential customers can use to request an estimation of cost for services or...