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View Invoices under Customers

August 16, 2015

Our CRM combines different interfaces for a simple, yet detailed working system. There are only few simple steps to be able to check on a particular customer and see the issued invoices; also, you view and edit those invoices. To view your Customers’ orders, go to ‘Salesforce Automation’, then ‘Customers & Reports’. Select your Customer […]

Send PDF Invoice by email with Web3Box CRM

July 24, 2015

Our Invoicing system is an extremely handy tool to use. You can track expenses, create, edit, print, send and pay invoices. A variety of features within one CRM. A real simple and easy way to send invoices is through the email feature. Please find a summary of the above: When you are ready to send and […]

How to edit an existing invoice within Web3Box CRM

July 06, 2015

Let’s talk a bit about how to edit an existing invoice. You may do this if something has changed after you created an invoice, or if you made a mistake you can easily correct it. All you have to do is find the invoice. Go to the top menu and select ‘Invoice Automation’, then ‘Manage […]

Print Invoices from CRM – Online Invoicing System

July 06, 2015

Within Web3Box CRM, you are able to Print your invoices, Save them in a PDF format and Email them to your clients. Access your open invoices from the ‘Invoice Automation’ menu. When you click on one, you will see the option to ‘Preview or Print’ the invoice. The invoice will be opened for you to […]

Tracking your Expenses with Web3Box CRM

June 26, 2015

For better record keeping in your company, we have created a feature within the CRM to add, track and view expenses. Whether it’s for travel, equipment, food or supplies, you can easily attach receipts, forms and files to the employee and/or customer. The ‘IN’ amount comes from invoices and the ‘OUT’ amount comes from ‘projects’ […]

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