Create proposal On the top left side click Create Proposal You can create proposal to lead or to customer. Choose Related to Lead or Customer....

To convert proposal to invoice or estimate select the proposal from the table and on the right side a convert button will be shown...

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...

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....

To create new invoice go to Sales -> Invoices and click on the button Create new invoice...

Settings Navigate to Settings Menu -> Settings -> Cron Job Cr...

Pixie have option to send this invoice to client which is related. Also the PDF invoice will be attached to the email. If you want to do not attach the PDF invoice simple uncheck the checkbox Attach Invoice PDF...

While viewing the invoice click on the Record payment button and new view will be opened. Payment records can be added only from in...

You can send invoice overdue notice manually or automatically with cron job. Sending with cron job To setup automatically overdue notice go to Setup -> Settings -> Cron Job...

Merging invoices is feature in Pixie CRM 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 crea...

To add new payment mode go to Setup -> Finance -> Payment modes and click New Payment Mode Payment modes are used when invoice payment is recorded. These are offline payment modes. Online...

To add new taxes go to Setup -> Finance -> Tax Rates and click New Tax NOTE: When updating tax and this tax is already applied on invoice/item the tax on the already c...

The tax is calculated based on the invoice item selected tax. When adding new invoice you have option to select tax. If this item is not taxable leave it blank. Ex. If we have 3 items, 2 with tax 18% and 1 with tax 10%, the total tax from t...

You can add discount to estimates and invoices in percent. While adding/editing invoice or estimate you need to choose the discount type.You can choose to apply the discount before or after tax from the dropdown menu in advanced settings....

To add new currency go to Setup -> Finance -> Currencies and click New Currency. If this is your base...

To add bank details to offline payment mode who will be shown on the invoice navigate to Setup -> Finance -> Payment modes and click on the edit button....

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...