Quoting, Order Management, and Invoicing

Learn how to send quotes to customers, manage your orders and purchasing, and get paid.

Dan Valentine avatar Aaron Aldrich avatar Bryant Gillespie avatar +2
30 articles in this collection
Written by Dan Valentine, Aaron Aldrich, Bryant Gillespie and 2 others

Sales goals - Setting up for Success!

Track your business targets or Sales Reps target or both!
Aaron Aldrich avatar
Written by Aaron Aldrich
Updated over a week ago

Taking Payments in ShopVOX

A Visual Tour of what you and the customer sees when they pay through shopVOX?
Dan Valentine avatar
Written by Dan Valentine
Updated over a week ago

How can I raise a PRO-FORMA or DOWN-PAYMENT Invoice?

Pro-forma invoice, Down-payment invoice... different countries call them different names.
Haylee Benton avatar
Written by Haylee Benton
Updated over a week ago

No Total PDF

Don't want to show the total on a quote if you are giving the customer multiple options? Here is a handy tip
Haylee Benton avatar
Written by Haylee Benton
Updated over a week ago

Unable to change the Customer on Order

If the transaction has line items which have Jobs in " customer review " state, then we don't show option to Edit the Customer field.
Hanu Kiran Allaka avatar
Written by Hanu Kiran Allaka
Updated over a week ago

How to upload a proof to your job - Video

Aaron Aldrich avatar
Written by Aaron Aldrich
Updated over a week ago

How do I send several proofs for the different items on my transaction? - Video

Aaron Aldrich avatar
Written by Aaron Aldrich
Updated over a week ago

Guide to Online Proof Approval process

"How to" guide and common questions regarding the Proofing process
Aaron Aldrich avatar
Written by Aaron Aldrich
Updated over a week ago

How do I send Multiple versions as options to the customer to choose from?

Aaron Aldrich avatar
Written by Aaron Aldrich
Updated over a week ago

How can I send a quote and a proof together in one email to my customer?

Bryant Gillespie avatar
Written by Bryant Gillespie
Updated over a week ago

Adding Images to a Quote/Sales Order/Invoice PDF

Aaron Aldrich avatar
Written by Aaron Aldrich
Updated over a week ago

Adding shipping charges to a Transaction - Video

This Video relates to the - Shipping, Setup, Finance & Miscellaneous charges Article
Aaron Aldrich avatar
Written by Aaron Aldrich
Updated over a week ago

Quote Approval Email Feature: Adding Attachments

any Asset in any Format can be attached to a quote
Aaron Aldrich avatar
Written by Aaron Aldrich
Updated over a week ago

Promotional Items: adding Labor cost & Base Product cost to Purchase Orders

Two Flags have been added to enable this option
Aaron Aldrich avatar
Written by Aaron Aldrich
Updated over a week ago

How to Create a Task for a Sales Order - Video

Bryant Gillespie avatar
Written by Bryant Gillespie
Updated over a week ago

How to Edit a Sales Order that is in Process - Video

Bryant Gillespie avatar
Written by Bryant Gillespie
Updated over a week ago

How to Put a Sales Order on Hold - Video

Bryant Gillespie avatar
Written by Bryant Gillespie
Updated over a week ago

What Does Shop Wide Require Attention Mean on the MyVOX Dashboard? - Video

Bryant Gillespie avatar
Written by Bryant Gillespie
Updated over a week ago