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  • Add Items/Products

    15-09-2020 18:40:45
    Items is a feature that will allow you to create predefined items which will speed up the process when creating new invoices/estimates/proposals. Create new item...

  • Send Estimate to Email

    15-09-2020 18:44:25
    The CRM has an option to send this estimate to customer which is related. Also the PDF estimate will be attached to the email. If you want do not want to attach the PDF estimate simple un-check the checkbox Attach Estimat...

  • Converting Estimate To Invoice

    15-09-2020 18:45:55
    You can easily convert the estimate to invoice from the admin area. Open the estimate you want to convert and on the right side click Convert to Invoice....

  • Create Estimate

    15-09-2020 18:53:09
    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...

  • Merging Invoices

    15-09-2020 18:57:36
    Merging invoices is feature in the that allows you to merge/include already created invoices into 1 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 create ano...

  • Record Invoice Payment

    15-09-2020 19:01:09
    While viewing the invoice from the admin area click on the + Payment button to record a new invoice payment, after you click on the button new view will be shown including the record pa...

  • Send Invoice to Email

    15-09-2020 19:03:57
    The CRM has the option to send this invoice to a customer which is related.  Also, the PDF invoice will be attached to the email. If you want to do not attach the PDF invoice simple un-check the checkbox Attach Invoice PDF...

  • Setting Up a Recurring Invoice

    15-09-2020 19:08:17
    Create a new invoice from the main recurring invoice only if the main invoice is with status paid. If this field is set to No the recurring invoice is not with status paid the new invoice won’t be created Hour of...

  • Proposal expiration reminders

    15-09-2020 19:10:34
    You can send expiration reminders to the lead/customer that this proposal is assigned, email will be sent to the proposal email added while you created/edited the proposal....

  • Sending proposal to customer or lead

    15-09-2020 19:12:21
    We assume that you already have created the proposal. Click on the mail icon from the right side and popup with with the preview email template will be shown. You can include the proposal link inside the email template and let your cus...

  • Converting proposal to estimate/invoice

    15-09-2020 19:14:44
    To convert proposal to invoice or estimate select the proposal from the table and on the right side a convert button will be shown...

  • Create proposal

    15-09-2020 19:19:12
    Create a proposal From the main menu navigate to Sales->Proposals and on the top left side click the ...

  • Reports

    15-09-2020 19:27:26
    General Customer Report Customer report can be generated from the Reports...

  • Payment Modes

    15-09-2020 19:28:35
    To add new payment mode go to Setup->Finance->Payment Modes and click on the top left button New Payment Mode Payment Mode Name – Eq. Bank ...

  • Overseas training

    25-03-2021 13:56:51
    (885) Introduction video for overseas Contractors of My Real Estate Advisor Ltd - YouTubePlease click link to view you tube video....

  • BrochureS

    11-11-2022 15:38:37
    Welcome toThe InvestmentCollection #3WMSHRRECESS2.87 x 3.46MIRROR SDROBE3.11 x 2.702.70 x 3.6027c CLPAVED @ -1c2.60 x 3.0030c CLPAVED@ -1cFR REC30c CL...