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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 ...
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 ...
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 ...