What is an estimate and how do I create one?
An estimate is an approximate quotation of sales or services provided by a business. Once your client accepts the estimate shared by your business, you can ...
Mon, 9 Aug, 2021 at 9:42 PM
Will an approved estimate be converted into an invoice automatically?
At the moment, estimates can’t be automatically converted into invoices. However, you can Go to ‘Estimate’ subsection under ‘Sales’ section and then click o...
Mon, 9 Aug, 2021 at 9:43 PM
How can clients accept/decline an estimate?
Customers can accept or reject an estimate through a call or by sending an email to your business from where they want to purchase goods or services.
Mon, 9 Aug, 2021 at 9:44 PM
What is a sales order and how do you create it?
A sales order is a financial document shared by a business to customers to confirm the purchase. In this document, the seller (you) specifies the product de...
Mon, 9 Aug, 2021 at 9:47 PM
What is a delivery challan and how to create one?
Delivery challan is a document that is generated by the seller to validate the transportation of products from the point of delivery (the business) to the d...
Mon, 9 Aug, 2021 at 9:50 PM
What is an invoice and how do you create one?
An invoice is a commercial document which businesses share with customers at the time of purchase. You can create an invoice seamlessly with Open. 1.Just v...
Thu, 12 Aug, 2021 at 4:04 PM
Can I collect online payments for the invoice I create?
Yes, you can collect online payments. Once you ‘Enable online payments’ on the invoice, you can collect online payments via multiple payment modes. You can ...
Mon, 9 Aug, 2021 at 9:54 PM
How do I customize an invoice?
1.You can go to the Setting section from the top right corner and then click on ‘Settings’ and then click on ‘ Company’. 2.You can choose ‘Company details’...
Mon, 9 Aug, 2021 at 9:56 PM
Can I collect partial payments?
Yes, businesses can collect partial payments by clicking on enable partial payments at the time of invoice creation. As soon the invoice is shared with the ...
Mon, 9 Aug, 2021 at 9:58 PM
What is a service invoice while creating Invoices?
A service invoice is a feature that users can enable while creating the invoice for providing selling services like IT services, faculty management services...
Thu, 30 Sep, 2021 at 5:58 PM