Contract Management
6 articles in this collection
Written by Akhilesh Subramanian
Written by Akhilesh Subramanian
Accessing the sales inbox
Learn how to manage all client conversations
Written by Akhilesh Subramanian
Updated over a week ago
Updated over a week ago
Setting up the invoicing
Learn how to define invoice attributes, audit the invoice, push invoice to Quickbooks, etc.,
Written by Akhilesh Subramanian
Updated over a week ago
Updated over a week ago
How to use the worklog?
Learn how to use the worklog timer, add service items to worklog, define after-hour pricing, etc.,
Written by Akhilesh Subramanian
Updated over a week ago
Updated over a week ago
Setting up client contract
Learn how to set up client contracts, add contract items, define effective dates, invoice line item templates, etc.
Written by Akhilesh Subramanian
Updated over a week ago
Updated over a week ago
Create a new contract template
Learn to create new contract templates and define contract items
Written by Akhilesh Subramanian
Updated over a week ago
Updated over a week ago
Setting up your service catalog
Learn how to add/create new service items, and define the associated properties (category, costs, etc.,)
Written by Akhilesh Subramanian
Updated over a week ago
Updated over a week ago