As we promised, the second stage of the financial feature is ready

Now you can manually create bills to pay on the financial tab!

Go to admin, click on bills and add new bill.

 

Also, you can now delete bills even if a quote has already been set as SOLD.

Delete, create a new one, or simply edit it inside the Opportunity. 

 

Reports!
Financial reports!! They look awesome!! You can create and export to excel. Have a look…

Yes, we rearranged the left side menu. No worries, it is all there, just a little bit more organized.

Next step, NEW QUOTE ONLINE!!! Coming soon…

Best,

Ricardo Lemos – CEO