General
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 ...
Marketplace - Netsapiens
This plugin will provide you with additional recipes for projects that will assist in setting up customers on your netsapiens instance and some new settings for your customers profiles. Additionally, this plugin works with MeteredBilling to provide ...
QuotingBill marketplace - Ingram Micro
Equipment providers like Ingram Micro allow you to order hardware for your customers. By leveraging the Ingram Micro application with projects the time between sending a quote or invoice to shipping and ordering the phones from Ingram Micro is vastly ...
Marketplace - Teledynamics
Equipment providers like Teledynamics allow you to order hardware for your customers. By leveraging the Teledynamics application with projects the time between sending a quote or invoice to shipping and ordering the phones from Teledynamics is vastly ...
Marketplace - Inteliquent
Numbers providers like Inteliquent allow you to order and port-in numbers for your customers. This great app integration will help you managing numbers inside a customer project and give the ability to sync orders from QuotingBill to Inteliquent or ...
Marketplace - Brightlink CPaaS Platform
Numbers providers like Brightlink allow you to order new numbers for your customers. This great app integration will help you managing numbers inside a customer project and give the ability to sync orders from QuotingBill to Brightlink or vicer ...
Marketplace - Bandwidth
Numbers providers like Bandwidth allow you to order and port-in numbers for your customers. This great app integration will help you managing numbers inside a customer project and give the ability to sync orders from QuotingBill to Bandwidth or vicer ...
How to purchase and/or order with your preferred hardware provider
So... you just installed a hardware provider Marketplace App (like 888voip, or Teledynamics)! Now what? Where do I go? How do I push devices into the switch? Well, we'll cover all of that in this article! Once you have installed and configured your ...
How to search, purchase and port numbers with your preferred DID provider
So... you just installed a DID / Number provider Marketplace App (like Brightlink CPaaS, or Bandwith)! Now what? Where do I go? How do I search numbers and send them to the switch? Well, we'll cover all of that in this article! Once you have ...
How to provision to your preferred switch provider
So... you just installed a switch Marketplace App (like Netsapiens, or Brightlink Cloud PBX)! Now what? Where do I go? How do I push stuff into the switch? Well, we'll cover all of that in this article! Once you have installed and configured your ...
Metered Billing - Call Rates & Calling Plans
This article will provide an overview on how to configure Call Rates and Calling Plans in the Metered Billing plugin. For more information on how to generate a usage invoice or how to setup your switch for usage billing, please refer to Metered ...
Marketplace - Brightlink PBXCloud
This plugin will provide you with additional recipes for projects that will assist in setting up customers on your brightlink instance and some new settings for your customers profiles. Additionally, this plugin works with MeteredBilling to provide ...
Metered Billing - Usage Invoicing
The metered billing plugin is used to generate usage invoices from services that support this type of billing. Currently the plugin only supports Netsapiens and Brightlink PBX Cloud instances, but future improvements have been planned to allow ...
NetSapiens Integration Guide
This plugin will provide you with additional recipes for projects that will assist in setting up customers on your netsapiens instance and some new settings for your customers profiles. This plugin works with MeteredBilling to provide usage on your ...
Dunning
Dunning Dunning is the process of methodically communicating with customers to ensure the collection of accounts receivable. In QuotingBill, you can set reminders with our base reminder template or even create your own using Messages. Let's get into ...
Messages
Messages Messages allows you to edit existing QuotingBill templates as well as create new templates which will come in super handy when working on creating new reminders in the Dunning module(Another story for another time). Anatomy of the message ...
Marketplace - 888Voip
QuotingBill marketplace - 888Voip Equipment providers like 888Voip allow you to order hardware for your customers. By leveraging the 888Voip application with projects the time between sending a quote or invoice to shipping and ordering the phones ...
Marketplace - NTS Direct
QuotingBill marketplace - NTS Direct Equipment providers like NTS Direct allow you to order hardware for your customers. By leveraging the NTS Direct application with projects the time between sending a quote or invoice to shipping and ordering the ...
Marketplace - QuickBooks Online
In order for you to install the QuickBooks application you should go to the Marketplace, then click on 'More info', install the app and finally log in to quickbooks through the preferences configuration. Once you log in to quickbooks you should ...
Marketplace - Compliance Solutions
In order for you to install the Compliance Solutions application you should go to the Marketplace, install the app and finally set the access code and the provider type in preferences*. Once the access code is saved, you should be able to edit the ...
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 ...
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 ...
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 - 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 ...
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 ...