Recent Articles

  • Line Item Grouping Options

    Line Item groups keep related Line Items together on an Estimate or Order, i...

  • Monitors Overview

    The Sales Monitor and Financial Monitor provide focused views of sales activ...

  • Order Fees

    Order Fees provide extra charges on the whole Estimate or Order, including a...

  • Line Item Fees

    Line Item Fees provide extra charges on a single Line Item, including a fixe...

  • Line Item Categories

    A Line Item Category classifies a line on an Estimate or Order. The list is ...

  • Product Minimums and Fees

    Minimums, Fees, and Discounts set a price floor, add a charge, or reduce the...