Articles by topic
Accounts
Explore every SalesBinder help article tagged with Accounts.
Help article
Custom pricing tiers
You can setup custom pricing tiers as well as custom tax rates for your customers and prospects. This can be extremely useful for businesses that sell products with different pricing (ie. wholesale, retail, etc).
- Pricing
- Customer Discount
- Video Tutorials
- Accounts
Help article
Changing the auto-incrementing numbering sequences
Manage your numbering sequences for all different types of records and choose what the next auto-incrementing number will be.
- Accounts
- Invoices
- Purchase Orders
- Sales Orders
- Estimates
Help article
Setting up custom fields for all types of data
Custom Fields are available for all types of data in SalesBinder. It empowers you to tailor your SalesBinder account to your specific needs by creating extra fields that capture the exact data you uniquely require.
- Accounts
- Custom Fields
- Purchase Orders
- Invoices
- Sales Orders