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:
Updated: February 22, 2017
SalesBinder currently allows you to customize your invoices and estimates in the following ways:
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” […]
Updated: October 29, 2012
Estimates in SalesBinder can be placed in 4 different statuses:
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 […]
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 […]