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Sales Pipelines
38 articles
Estimate Settings
Last Updated: February 18, 2025To Edit Estimate Setting just go to Dashboard General The general tab only includes the invoice number prefix option. Reminder The reminder tab has the configuration for the options to set reminders at a certain time interval. You can also enable or disable the reminder feature from this tab.
Create Invoice
Last Updated: February 18, 2025To create an Invoice just go to Dashboard Then it will move to the Select Template tab Then it will move to the Add Content tab. Here you need to fill up all the necessary information. Then it will move to the Preview & Share tab. Then it will appear a mail sending form, here you can also change your necessary information.
Recurring Subscription
Last Updated: February 18, 2025The new automated subscription option has been added to Mainflow! Creating a new recurring or automatic subscription is as easy as pie. The recurring menu is available in the Mainflow Pro version. Let’s see how it works: 3. On the Invoice editor page, you’ll see a side menu bar. The Recurring menu is located at...
Add Project
Last Updated: February 18, 2025You can create a Project from a Deal single by the Move to Project button but you can also create it manually. To add a Project just go to Dashboard After click appear a Project form