Knowledge BaseTags
Invoices

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...

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”.

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.

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.

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.

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.

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If you don't find an answer in our Knowledge Base, feel free to contact us.

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