Knowledge Base
Orders

    Exchanging Your Currency

    • Pricing
    • Sales
    • Invoices
    • Purchase Orders
    • Sales Orders
    • Estimates

    SalesBinder supports over 170 different currencies which you can choose from whenever you need to use a different currency for a specific order.

    Customizing your documents

    • Invoices
    • Estimates
    • Purchase Orders
    • Sales Orders

    SalesBinder currently allows you to customize your invoices and estimates in the following ways...

    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”.

    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.

    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.

    Need more support?

    If you don't find an answer in our Knowledge Base, feel free to contact us.

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