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1. Creating invoices Finance, Quotations & Invoicing … hedule, and correct it with a credit note. Invoices live in Finance → Invoice : bill your customers and track what they owe. How to create an invoice Go to Finance → Invoice and se …
2. Creating quotations Finance, Quotations & Invoicing … ccepts it, and convert it to an invoice. Quotations live in Finance → Quotation : send estimates and convert them to invoices. How to create a quotation Go to Finance → Quotation a …
3. Introduction to AutoMyra Getting Started … an all-in-one business platform. Sales, WhatsApp messaging, finance, HR, customer support, tasks and business intelligence live in one workspace , so the people and records in one …
4. Finding your way around AutoMyra Getting Started … workspace, grouped into sections such as Sales , WhatsApp , Finance and Configuration . Select a section's entries to open its pages. On a phone, open the menu with the ☰ button at …
5. Creating and managing leads Leads & Sales Pipeline … m the lead's header, so its details carry over to Sales and Finance without retyping. List or pipeline The Leads page has two views. List is a searchable, filterable table. Pipelin …
6. Creating automation rules Workflow Automation … depend on the modules in your workspace. For example, with Finance you can start an automation on Payment received or Invoice overdue . Industry editions add their own events. Act …
7. Understanding Business Health Business Health & Intelligence … ore measures The score combines six areas of your business: Finance Sales Customers Operations Workforce Support Each area is scored from your own data in AutoMyra, and the page sh …
8. Managing customers CRM & Customer Management … ord is shared across AutoMyra: the same customer appears in Finance on quotations and invoices, in Support on tickets, and in WhatsApp when you message them. How to add a customer …
9. Subscription and billing basics Subscription & Billing … workspace has. Each module (for example Sales, WhatsApp or Finance) is part of your subscription; a module you have not subscribed to stays locked. Usage — what your workspace is …
10. What is AutoMyra? Getting Started · FAQ … one business platform. CRM and sales, WhatsApp, automation, finance, HR and payroll, customer support and business intelligence work together in one workspace. See Introduction to …
11. What is the Business Health score? Business Health & Intelligence · FAQ … easure of how your business is performing across six areas: finance, sales, customers, operations, workforce and support, calculated from your own data in AutoMyra. See Understandi …