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1. Creating invoices Finance, Quotations & Invoicing … repeat it on a schedule, 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 …
2. Creating quotations Finance, Quotations & Invoicing … in Finance → Quotation : send estimates and convert them to invoices. How to create a quotation Go to Finance → Quotation and select Create Quotation . Choose the customer. Check t …
3. Subscription and billing basics Subscription & Billing … ur plan, the modules you have, your usage and your AutoMyra invoices, and pay what is due. Open Configuration → Subscription & Billing to see your plan, modules, usage and invoices …
4. Introduction to AutoMyra Getting Started … kboard Tasks and projects for your team Finance Quotations, invoices, recurring invoices, credit notes, payments, expenses and reports HR & Payroll Employees, attendance, leave, ap …
5. Managing team access Security & User Permissions … ir access from User Management . Their history — the leads, invoices and tickets they worked on — stays in your workspace.
6. Managing customers CRM & Customer Management … yra: 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 Go to Sales → Customer . S …
7. Creating automation rules Workflow Automation When something happens in your business, notify people, create a task, or message the customer — automatically. Automations live in Configuration → Automations . Each one is a rule …