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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 Create Estimate.
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Merging invoices is feature in Radius that allows you to merge/include already created invoices into one invoice by passing all the invoice info to new invoice. This feature is used if your customer have other unpaid invoices but you need to creat...
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Add Items/Products
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To convert an estimate into an invoice, go to the Sales menu, then click on the Estimates submenu.
Open the estimation you want to conver...
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Sales / Invoices / Sales /Record Invoice Payment
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Radius CRM has the option to send an invoice to a customer which is related. Also, the PDF invoice will be attached to the email. To send it by email in Radius CRM, simp...
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Recurring Invoice
To set up a recurring invoice, naviga...
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Create an invoice.
To create new invoice go to Sales menu, then click on Invoices submenu and click on the button Create new invoice.
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To link an estimate to a project:
Go to Sales menu -> Estimates and click Create New Estimate.
Select customer.
A drop-down with projects will be shown below the customers select field (if no projects ...
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With Radius CRM, you have the option to send an estimate by m...
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To transfer offers to future invoices in Radius CRM, you can follow these general steps:
1. Identify Offers to Convert:
First, go to the section where your offe...
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To put a signature on an offer, the offer must be draft or sent status .To sign an offer, go to the Commercial menu, then to the Offers submenu and ...