• Merging Invoices

    2025-07-31 20:30:32
    The Merge Invoices feature in Quotify CRM allows you to combine multiple existing invoices into one, making it easier for customers to pay a single invoice instead of handling multiple payments. &#129...
  • Recording an Invoice Payment

    2025-07-31 20:31:49
    To manually record a payment made by a customer toward an invoice: 🧾 Step-by-Step Instructions Open the invoice from the admin panel. Click on the ➕ Payment...
  • Creating a New Invoice

    2025-07-31 20:33:00
    To create a new invoice for a customer, follow the steps below. 🚀 How to Create an Invoice Navigate to:Sales → Invoices Click the ➕ Cre...