Follow the steps if you want to send set password link to your contact. ...

From the main menu navigate to Sales->Proposals and on the top left side click the Create Proposal button ...

We assume that you already have created the proposal. Click on the mail icon from the right side and popup with with the preview email template will be shown....

In order to make the proposal process creation easier, in CRM you can create predefined HTML templates that can be used each time a proposal is created....

You can send expiration reminders to the lead/customer that this proposal is assigned, email will be sent to the proposal email added while you created/edited...

To convert proposal to invoice or estimate select the proposal from the table and on the right side a convert button will be shown...

To create new estimate go to Sales -> Estimates -> Create New Estimate or by clicking on the Build icon on the top left side and click Crea...

You can easely convert the estimate to invoice from the admin area. ...

Go to Menu -> Sales -> Estimates and click Create New Estimate ...

Perfex have option to send this estimate to customer which is related. Also the PDF estimate will be attached to the email. If you want to do not attach the PDF es...

To create new invoice go to Sales -> Invoices and click on the button Create new invoice ...

Settings Navigate to Settings Men...

Perfex have option to send this invoice to client which is related. Also the PDF invoice will be attached to the email. If you want to do not attach the PDF invoic...

While viewing the invoice click on the Record payment button and new view will be opened. ...

You can send invoice overdue notice manually or automatically with cron job. ...

Merging invoices is feature in CRM that allows you to merge/include already created invoices into 1 invoice by passing all the invoice info to new invoice. Th...

To add new payment mode go to Setup -> Finance -> Payment modes and click New Payment Mode ...

To add new taxes go to Setup -> Finance -> Tax Rates and click New Tax ...

The tax is calculated based on the invoice item selected tax. When adding new invoice you have option to select tax. If this i...

You can add discount to estimates and invoices in percent. While adding/editing invoice or estimate you need to choose the discount type.You can choose to apply the discount befo...

To add new currency go to Setup -> Finance -> Currencies and ...

To add bank details to offline payment mode who will be shown on the invoice navigate to Setup -> Finance -> Payment modes and click on the ...