Can I create estimates in CustomBooks™?
Related Articles
How to create a Sales Quote
Sales Quotes A sales quote is a formal document provided by a seller to a potential buyer, detailing the prices, terms, and conditions for specific goods or services. It serves as an offer, outlining the cost breakdown and validity period for the ...
Sales People
Sales People in CustomBooks™ The Sales People feature in CustomBooks™ allows businesses to track sales by individual sales representatives. The Sales by Representative report can provide a breakdown of sales by each Sales Person for a selected time ...
Overview - Welcome to CustomBooks™
Customizable accounting software for growing your business. Overview CustomBooks™ is a powerful all-in-one cloud-based customizable business software that includes accounting, inventory, order management, Cloud Banking, time and project tracking, and ...
Sales Module Overview
Sales Sales in CustomBooks™ includes all the necessary functionality to properly record Sales and its related activities. The Sales Module in CustomBooks™ includes Sales Quotes, Sales Orders, Shipments Sales Invoices, Cash Receipts, Cash Sales, ...
Sales Workflow
Sales Workflow The following diagram depicts several CustomBooks™ Workflows. Please note that some documents are optional in workflows. Sales Documents that are optional : Sales Quote, Sales Order, Shipment, Credit Memo. Sales Documents that have an ...