Useful tutorials, answers to common questions, and tips for how to get the most out of SalesBinder. Search for a specific keyword or browse our helpful articles by category.
Some tips on what to do first after you've activated your new account.
Customer & prospect accounts. Everything you should know.
All things related to managing your inventory, explained.
Everything you need to know about invoices, estimates, purchase orders, and packing lists.
Explanations for all things related to reports.
Explanations about how to change all of your settings and what they do.
Everything related to our integrations platform. How each integration works, how to set it up, and use it.
Everything explained relating to using our SalesBinder iPhone App on iOS.
General articles with miscellaneous tips and tricks.
WooCommerce - Overview
Our WooCommerce integration is built directly into SalesBinder and does not require any WordPress plugins to be installed or any programming to get setup.
Replaced: Woo + SalesBinder plugin
Our "Woo + SalesBinder" plugin has been replaced with a full featured built-in integration. Here's how to replace your old plugin...
Xero Accounting – Overview
Once you’ve enabled the Xero Accounting integration, everything will automatically sync as you create/modify your data, in the background, based on the information outlined below.
QuickBooks Online – Integration Setup
Connecting QuickBooks Online to your SalesBinder account is easy and only requires two steps.
Adding new user accounts
- User Accounts
- Team Members
Adding new users accounts in SalesBinder only takes a few easy steps, assuming your account has been upgraded beyond the free plan to allow for more users.
Exchanging Your Currency
- Purchase Orders
- Sales Orders
SalesBinder supports over 170 different currencies which you can choose from whenever you need to use a different currency for a specific order.