Knowledge Base » Orders

Creating Purchase Orders

Updated: January 17, 2018

Creating purchase orders in SalesBinder is a great way to replenish your stock levels and keep track of all your purchases. There’s a few things you’ll need to be sure you do before you’re able to start creating purchase orders, here’s what you need:

  • Add some […]
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    Customizing your Invoices and Estimates

    Updated: February 22, 2017

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

  • Upload your own logo for custom branding
  • Customize your billing department’s contact info
  • Display SKU’s instead of Unique ID’s
  • Edit each items’ title and description
  • Set a default “Payment Terms” paragraph and optionally overwrite it on […]
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    Deleting Paid Invoices

    Updated: April 4, 2015

    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.

    We always recommend keeping invoices in a “cancelled” […]

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    Estimate Statuses Defined

    Updated: October 29, 2012

    Estimates in SalesBinder can be placed in 4 different statuses:

  • Open: The estimate is open is awaiting to be approved
  • Closed: The estimate has been approved and converted into an invoice
  • Expired: The estimate has sat unapproved for beyond the expiry date
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  • Converting an Estimate into an Invoice

    Updated: October 29, 2012

    Converting estimates into invoices 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”.

    When you convert an estimate into an […]

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    Changing Default Settings

    Updated: October 29, 2012

    We offer a lot of default settings in SalesBinder, primarily designed to save you time from having to enter the same information over and over. You can change most of these default settings by going to the “Settings” page (top right) and clicking on the […]

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