Knowledge BaseOrders
Mass archiving your old documents
- Invoices
- Estimates
- Purchase Orders
- Archive
Your can mass archive your documents in SalesBinder very quickly and get that record space back to reuse for new records.
Customizing your documents
- Invoices
- Estimates
- Purchase Orders
- Sales Orders
SalesBinder currently allows you to customize your invoices and estimates in the following ways...
Exchanging your currency
- Pricing
- Sales
- Invoices
- Purchase Orders
- Sales Orders
- Estimates
- Video Tutorials
SalesBinder supports over 170 different currencies which you can choose from whenever you need to use a different currency for a specific order.
The difference between sales orders and invoices
- Sales Orders
- Invoices
We get asked this question all the time from our new users. What is the difference between a sales order and an invoice in SalesBinder? Here's the key differences.
Handling inventory product returns
- Returns
- Credit Notes
What do you do when a customer wants to return inventory items that you sold them? Here's 2 options explaining how you can handle that situation with SalesBinder.
Creating purchase orders
- Inventory
- Purchase Orders
- Restocking
Creating purchase orders in SalesBinder is a great way to replenish your stock levels and keep track of all your purchases.
Deleting paid invoices
- Delete
- Invoices
SalesBinder supports deleting invoices that are “paid in full” or” partially paid”, however we do discourage doing this because you should always keep a record of any invoice you’ve created – especially if there’s been any money exchanged.
Estimate statuses defined
- Estimates
- Status
- Expired
- Declined
Estimates in SalesBinder can be placed in 4 different statuses: Open, Closed, Expired, Declined
Convert estimates to invoices or sales orders
- Estimates
- Invoices
- Converting
Converting estimates into invoices or sales orders is actually done in one easy click. All you have to do is find the estimate you’d like to convert, and while viewing it you should see a big button that says “Convert to Invoice”.