Knowledge BaseTagsInvoices
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”.
Deleting paid invoices
- Delete
- Invoices
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.
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.
The difference between sales orders and invoices
- Sales Orders
- Invoices
We get asked this question all the time from our new users. What is the difference between a sales order and an invoice in SalesBinder? Here's the key differences.
Setting up custom fields for all types of data
- Accounts
- Custom Fields
- Purchase Orders
- Invoices
- Sales Orders
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.