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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    Publishing Custom Fields to Documents

    Updated: April 4, 2015

    SalesBinder allows you to create as many custom fields for your inventory data as you need. Along with this great flexibility, you’re also able to toggle whether or not you want to display this data in your documents (ie. invoices, estimates, purchase orders, and packing […]

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    Documents Methods

    Updated: November 25, 2013

    Documents List (GET) – /documents.[format] (page, contextId)

    The Documents list is paginated. The pagination limit is set to 16 per page. You can pass the “page” query string parameter followed by a number to access the other pages.

    Syntax:

    http://[subdomain].salesbinder.com/api/documents.[format]

    Example:

    http://demo.salesbinder.com/api/documents.json?page=2

    HTTP Request Type: GET

    View Detailed Documentation

    View Document Details […]

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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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