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BData
Participant | Diamond Partner
Participant | Diamond Partner
Member since ‎Feb 22, 2021
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  • Replies
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  • Upvotes Given
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  • Upvotes Received
    8
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Activity

BData
Participant | Diamond Partner
November 25, 2024
Reply to Customize Invoice
Unfortunately no
BData on November 19, 2024
Associating and Tracking second email on invoice send tool
While we can add CCed email addresses when sending an invoice using the invoice tool. The CCed emails are not being associated with the contact or the deal. Therefore, there is no way ot tracking the send or reciept of the invoice to the CCed cont read more
Reply Idea Activity Feed
3 upvotes
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BData
Participant | Diamond Partner
October 27, 2024
Reply to Calculate Cost Per Unit as a Percentage (and/or) Adding Commissions on Products
This is highly needed. We need to be able to run a COGs report.
BData
Participant | Diamond Partner
July 02, 2024
Reply to Allow Offline Payments
Completely agree!! This solution is built for ecommerce type of sales and NOT manual sales. We are trying to set up a system for a client that woul...read more
BData
Participant | Diamond Partner
May 07, 2024
Reply to Customize Invoice
I need to customize the invoices to match the customization in the quotes. I need to remove the individual line item totals and only show the full ...read more
BData
Participant | Diamond Partner
May 03, 2024
Reply to Sales Invoices
I am looking to edit the standard invoice to match the quoting customization. Can you help?
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