How can I create an invoice?
Steps to Create New Invoice Use Invoices to get paid by your clients on time. With popCRM you can easily create and send invoices to your clients here are the steps to be followed. Navigate to Dashboard. Click on the Invoice module. Click on the + New Invoice button. A modal will open for New…
Pipeline View
popCRM helps you keep track of your lead progress by providing you with information about your leads based on what stage they occupy in your Pipeline View. What are stages and how to add or remove a stage? The pipeline stages can be defined by an Admin Use. By default popCRM comes with five stages…
How to add a custom field to Agency & Client Company info on Invoice?
Adding a custom field to the (Your) Agency Information Section of Invoice Navigate to the Settings page from the sidebar. Select Invoices from the Customer Management section. Scroll down to Formatting and select My company info. You can choose the required available merge field options which you want to get reflected on the invoice PDF….
Contacts Overview
Create Contact Click on the Client Name to open the client details editing window. select contacts from the menu and click on Add contact. On New contact window enter Name, Email, Title and Phone of the contact. If you want the contact added to be the primary contact you can mark the toggle on. Click…
Audit Trail | Know what happened with your Invoice
Why do you need an Audit Trail? An Audit Trail helps you keep track of all the activity that happened with your Invoice. E.g. who opened the Invoice, who updated it, etc. One main purpose of an audit trial is to help detect and prevent fraud. What you can know through the Audit trail? Through…
How can I add notes for a customer?
In order to add notes for a customer you need to follow the following steps: 1. Navigate to Customer module on dashboard. 2. This will take you to the customer listing module. You can click on the Customer name and this will take you to the customer information. 3. Choose Notes to add. Write the…
How can I setup offline payment methods?
What are offline payment methods? The payment method variant (a type of card) is not included. This basically includes Bank transfer – IMPS, RTGS, NEFT, etc. Adding or updating a new payment method? Before going to the steps for how to add payment method let us see an example – I want to add my…
How can I add a customer?
Here are some quick steps to add your customer : Navigate to the Dashboard. Click on Customer module. On the upper right corner of the page click on New customer button. Enter Primary Information, Client Address, Billing, and Shipping Details Click Save How can I add an Individual customer who doesn’t have a company? You…
How can I get shareable link for the Invoice?
Where can you use the shareable links? Shareable links of the invoices can be used to share the invoices link to the customer in private chats, SMS,etc. How to get the shareable links for the Invoice? From the sidebar, click on Invoices to go to the listing. Select the invoice from the invoice table list…
What is a Primary contact?
A primary contact is one go-to contact for all communication with your clients Organization. This is the main point of contact from the client sides with whom you would be having all the communication and transactions. For adding a primary contact for a company refer to the given article link