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1. Creating quotations Finance, Quotations & Invoicing … ther the customer accepts 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 Fi …
2. Creating invoices Finance, Quotations & Invoicing Bill a customer with GST, send the invoice, record payments, repeat it on a schedule, and correct it with a credit note. Invoices live in Finance → Invoice : bill your customers an …
3. Introduction to AutoMyra Getting Started … nagement Workboard Tasks and projects for your team Finance Quotations, invoices, recurring invoices, credit notes, payments, expenses and reports HR & Payroll Employees, attendanc …
4. Managing customers CRM & Customer Management … ed 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 Go to Sales …
5. Understanding the sales pipeline Leads & Sales Pipeline The stages a lead moves through, the stages it can end in, and how to move leads on the Pipeline board. Every lead sits at one pipeline stage . The stages tell your team where each …