The best place to start is the Products page.

:: Main Menu > Sales > Products

Managing Products

From this page, you are able to view and do the following:

• (1) & (2) Create a new product
• (3) Filter estimates, using a detailed filter panel. You can filter estimates by dates, categories, statuses, etc.
• (4) Search your estimates, using the free text search box.
• (5) Delete an estimate
• (6) Edit an estimate
• (7) View an estimate
• (8) Additional estimate management settings, via the quick actions button.

Creating Products

Basic information

• Description
• Rate
• Unit
  • e.g. Each, Item, Hrs, etc.
• Category

The post 5. Invoice Products first appeared on Grow CRM - A Self Hosted CRM & Project Management Software.

To create recurring invoices, you must first create a regular invoice. This will act as the first invoice that your customer will receive and it will also act as a template for all future/automatic invoices.

Once you have created your regular invoice, you can make it recurring as shown below

(1) Click on the recurring invoices icon and select Recurring Settings

(2) & (3) Set how often the invoice should recur. If for example, you want the invoice to repeat every month, select 1 & month

(4) The cycle determine how many times the invoice should recur. If you want it to recur indefinitely, set the value to 0

(5) The next invoice date, tells the application when it should start creating the recurring invoices. For example, if your invoice is recurring every month, then this date should be 1 month from the date that you created the initial/regular invoice.

The post 4. Recurring Invoices first appeared on Grow CRM - A Self Hosted CRM & Project Management Software.

• (1) Edit invoice:
  • To edit an invoice, start by clicking the edit invoice button. This will change the invoice from viewing mode to editing mode (as shown in the image above).
• (2) Delete invoice:
  • When you delete an invoice, the following items will be affected.
    • The Invoice’s Payments – will be deleted.
    • The Invoice’s Notes -will be deleted.
    • Expenses – Expenses that were billed on this invoice, will be detached from the invoice and will be marked as not invoiced. They can then be billed on any other invoice.
    • Billed Hours – Any time that had been billed (i.e. time tracking hours), will be detached from the invoice and be marked as not invoice. The time can then be billed on any other invoice.
• (3) Download Invoice
  • This button allows you to download the invoice in PDF format.
• (4) Clone Invoice
  • This feature allows you to make a duplicate copy of an invoice. You can then attach that invoice to any client or project.
    • Payments will not be cloned.
    • Recurring settings will not be cloned.
• (5) Recurring Settings
  • This feature allows you to make the invoice a recurring one, or to stop an invoice from recurring. For detailed information, see the recurring invoices section.
• (6) Add  A Payment
  • You are able to add manual payments to the invoice.
  • Payments from any enabled payment gateway (e.g. Stripe, Paypal) are automatically added to the invoice.
• (7) Email Invoice
  • You can use this feature to resend the invoice to the customer. It will be the same email as the one sent when you published the invoice.
• (8) Publish Invoice
  • When you create an invoice, its status is set to Draft. A draft invoice is not viewable by the client. Once you have finished editing your invoice, you can publish it. When an invoice is published, an email is automatically sent to the customer, with the invoice attached. The invoice then becomes viewable by the client.
• (9) Set Invoice Dates
  • This option allows you to set invoice dates.
• (10) Add New Blank Line
  • This will create a new blank line, for you to price/bill.
• (11) Add New Time Line
  • Use this feature is you are specifically billing for time (i.e. hours/minutes). These are ad-hoc hours, different from hours that were logged using the time tracker.
• (12) Product Item
  • To save you time, you can create a database of items that you commonly bill your clients. You can then use this button to quickly select an item to bill. To learn more about invoice products, click here.
• (13) Bill An Expense
  • You can use this feature to bill your clients for any expenses that you incur on their projects (e.g. web hosting charges, materials costs, etc). To learn more about invoice products, click here.
• (14) Bill Hours Worked
  • You can use this feature to bill your clients for the time spent working on project tasks (recorded using the time tracking feature). To learn more about time tracking, click here.
• (15) Terms & Conditions
  • Default terms and conditions can be changed via the dashboard settings section. You can also change them on an invoice by invoice basis.
• (16) Tax Rates
  • You various tax rates are created via the dashboard settings section. These tax rates are then available for applying in invoices. You can apply more that one tax.
• (17) Discounts
  • You can apply a fixed or percentage-based discount.
• (18) Invoice Notes
  • You can save notes which are not visible to the client.

The post 2. Editing Invoices first appeared on Grow CRM - A Self Hosted CRM & Project Management Software.

Creating An Invoice

You can create a new invoice by clicking on the (1) Quick Add icon or by clicking on the (2) Add Invoice Button.

Basic information

• • Invoice Date *
  • Due Date *
  • Client *
  • Project *
  • Category *

Additional information

• • Tags
    • Tags can be any text that allows you to easily identify or highlight important information about the invoice.
  • Notes
    • You can add invoice notes, which are not visible to the client
  • Terms & Conditions
    • Default invoice terms are set via the dashboard settings section. You can change these default terms when you create or edit an invoice

Creating A Recurring Invoice

The process of creating a recurring invoice starts with the steps shown above (i.e creating a regular invoice). Once the invoice has been created, you will then have the options to make it a recurring one.

The post 2. Creating Invoices first appeared on Grow CRM - A Self Hosted CRM & Project Management Software.

The place to start is the invoices pages.

:: Main Menu > Sales > Invoices

From this page, you are able to view and do the following:

• (1) Create a new invoice
• (2) Filter invoices, using a detailed filter panel. You can filter invoices by dates, categories, statuses, etc.
• (3) Toggle (hide/show) the Quick Stats panels
• (4) Search your invoices, using the free text search box.
• (5) Delete an invoice
• (6) Edit an invoice
• (7) Additional invoice management settings, via the quick actions button.

The post 1. Invoices Overview first appeared on Grow CRM - A Self Hosted CRM & Project Management Software.