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How to delete a document
Deleting a document isn't always the best solution. Ask yourself why you are deleting the document. Is it because there is a duplicate? Customer change their mind on an order? Cancel the order in the latter case. Remember, all actions are logged in ...
Lists and Settings
Other Lists and Settings Countries – comes pre-loaded for you. This list may be added to, changed or deleted if necessary. States – come pre-loaded with the 50 United States. May be added to, changed or deleted as necessary. Currencies – This is a ...
States
States in CustomBooks™ CustomBooks™ comes pre-loaded with the 50 United States. Users have the flexibility to add new states, modify existing ones, or delete them as needed. Viewing States To view the list of States: Go to Lists > States. Creating ...
Item Categories
Item Categories in CustomBooks™ Item Categories allow you to group products and services for better organization, pricing, and reporting. They can be used alongside the Price Matrix to create a complex pricing structure or to simplify the entry of ...
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 ...