online quote, billing and invoice by
DESCRIPTION
Free Invoicing & Accounting (http://datamoto.com) Create, track and manage quote, invoice and payment online. Recurring invoice, foreign currency, PDF, and Email support. Key Benefits of Online Invoicing & Billing Why pay for cloud invoicing & billing solution? Get it free here. No credit card is required. • Professional looking quote and invoice for both Goods/Products & Services • Full life cycle support – quote to invoice and payment processing • Invoice templates to design data entry form including logo, header text etc. • Invoice in PDF and email Invoice • Recurring invoice to generate invoice automatically as schedule • Foreign currency & multi-currency support • Track invoice and process payments • Free inventory management linked with invoice and quote • Customers management • Reports – find the health of your business instantly • Integrated sales order and invoice • No data limits. No string attachedTRANSCRIPT
Beginner’s 1 and 2 demo covered:
Configuring the application
Loading clients and inventory
Here we will cover:
Creating invoice and quote
Typing * will list all the existing customers. You can type first few letter of the Customer’s
name to shorten the list.
Add new Customer
Set this if quote is for Service
If needed, select shipping methods
Typing * will list all the existing items from inventory. You can
type first few letter of the item code to shorten the list.
If you generate Service Quote…
To change header, adding or removing columns, check creating template demo
Creating or working on an Invoice
• Create an invoice from an existing quote
• Create an invoice without quote
Select a customer
Click
New customer? Add
Type * or any matching characters to list
customers
Type * and Select an item from inventory
Click to create
To change header, adding or removing columns, check creating template demo
