Sales
- Converting Overpayment to In-Store Credit
- Destinations Overview
- Order and Line Item Fees
- Status Setup
- Using Statuses
- Changing Payment Terms on an Estimate or Order
- Copying Yourself on Outgoing Customer Emails (CC/BCC)
- Proofs Disappear After Estimate Approval — Enable Copy Approvals
- Using @Mentions to Notify Coworkers in Chat