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Revenue Generation

Invoice Generation & Management

  • Editing and Voiding Invoices
  • Xero | Setup the automated Invoice Reminders feature
  • LXV | Processing Completed Vital Job To Invoicing Stage (Start Here)
  • Vital Admin| How to enable invoice notes for Vital Job
  • VITAL ADMIN | How to insert notes in invoice notes

Creating Quotes

  • Vital Scheduler | Quote Processes
  • Vital Scheduler | Creating a Quote with a Deposit
  • Vital | Deposit workflow
  • Quote | How to remove an approved quote
  • Vital | Rejecting Quotes
View all (10)

Converting Quotes to Invoices

  • LXV | Handling a Client Payment for a Quote before approval

Retail Point of Sale

  • Lightspeed - How to Create a Sale
  • Lightspeed - How to Park a Sale
  • Lightspeed - How to Create Sales on Account
  • LXV | Selling Products with Serial Numbers
  • Lightspeed | Gift cards
View all (6)

Batch Invoicing

  • Vital | How to combine multiple jobs into one 'Batched' Invoice

Editing & Voiding Invoices

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