Recent Articles
Marketplace - Xero
In order for you to install the Xero application you should go to the Marketplace, then click over the app box, install the app and finally log in to Xero through the preferences configuration. Once you log into Xero you should select the ...
QuotingBill - General Settings (Payments, Billing and Accounting)
Payment Settings By using this functionality, you will be able to choose your preferred payment gateway app and assign it to a specific payment method. You will have to access your profile and go to the general settings. Notice that you will see all ...
QuotingBill - Products Cancellations
Let's take a client with some existing products. As you notice, you can easily find them in the customer profile as "All products". After hitting on cancellations, you can either select the products by type, one by one, edit the amount or remove them ...
QuotingBill - How to pay quotingBill
At this point you surely have tried our freemium plan by creating a workspace. However, you now need to take your business to the next level and have all our features unlimited. This is how you can change your plan based on your needs (IT or ...
QuotingBill - Facing Portal
When creating a customer, you automatically add a main contact which will be assigned as the owner. However, you can add more contacts through the customer menu options and grant them permissions to access the portal and make payments. If you need to ...
Popular Articles
QuotingBill - Creating Products
When you first log in to your quotingbill session, you will have three ways of creating a product, you can either do it through the setup view, products tab or direcly through the create dropdown as shown below. Don't worry, if you already clicked on ...
QuotingBill - Creating/Importing Customers
When you first log in to your QuotingBill session, you will have two ways of creating a customer, you can either do it through the setup view or through the customers tab as shown below. Notice that you can import customers through a csv file or ...
Marketplace - Installing / Managing / Configuring / Uninstalling
The marketplace is the home for all of our 3rd party integrations that boost the quotingbill experience. From here you can install any Application and extend our platform in varying spots on the application such as when making a quote, when managing ...
QuotingBill - Quotes Creation
When you first log in to your QuotingBill session, you will have two ways of creating a quote, you can either do it through the summary setup view or 'Quotes' tab as shown below. Don't worry, if you already clicked on 'Dismiss setup' at the bottom of ...
QuotingBill - Invoices Creation
When you first log in to your QuotingBill session, you will have two ways of creating an invoice, you can either do it through the summary setup view or 'Invoices' tab as shown below. Don't worry, if you already clicked on 'Dismiss setup' at the ...
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