How To 

• How to configure, activate and use shop supplies?

• How to set an automatic default profit margin when manually entering parts on the POS window

• How to calculate interest / administrative fees on account receivables?

• How do I change the promotional message on my invoices.(Ex : for CAA and AAA)

• How to create SMS or Texting templates

• How to configure / add / modify personalized links?

• List Of Options

• Entering your SMTP address. E-mail estimates and invoices.

• Find your SMTP address - complete List

• Client’s contact information transfer function by combining the telephone number and 411

• How to change or modify the financial credit terms and conditions on the bottom of your invoices

• How to enter a default regional area code, city and province/state for customer files

• What is the option to not have supplier parts numbers on printed customer invoice

• IMPORTANT: How to perform a backup of your database?

• How to add an option to validate the customer's or client’s address when invoicing, e.g.: Recalls/reminder 

• Integrate/add/append a catalog with 500,000 products without adding them to the inventory

• How to show the sub total for each job

• Managing insurance deductibles for insurer files

• How to invert print and display on the display icon

• How do I activate and use the Sort key and quick search

Common Issues 

• Reminders and account statements blocked by your e-mail provider