Knowledge BaseTagsEstimates
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”.
Estimate statuses defined
- Estimates
- Status
- Expired
- Declined
Estimates in SalesBinder can be placed in 4 different statuses: Open, Closed, Expired, Declined
Customizing your documents
- Invoices
- Estimates
- Purchase Orders
- Sales Orders
SalesBinder currently allows you to customize your invoices and estimates in the following ways...
Changing the auto-incrementing numbering sequences
- Accounts
- Invoices
- Purchase Orders
- Sales Orders
- Estimates
Manage your numbering sequences for all different types of records and choose what the next auto-incrementing number will be.
Exchanging your currency
- Pricing
- Sales
- Invoices
- Purchase Orders
- Sales Orders
- Estimates
- Video Tutorials
SalesBinder supports over 170 different currencies which you can choose from whenever you need to use a different currency for a specific order.
Mass archiving your old documents
- Invoices
- Estimates
- Purchase Orders
- Archive
Your can mass archive your documents in SalesBinder very quickly and get that record space back to reuse for new records.