To configure SMS navigate to Setup->Settings->SMS and chose the SMS gateway you want to activate, fill the config credentials and make sure that you actually activated this provider. The S...

In this article, we will cover some country-specific available configurations in Pixie AI-Based CRM, feel free to apply them in your Pixie AI-Based CRM installation if they fit your needs. Date Format and Time Format...

Create new currency To add new currency go to Setup -> Finance -> Currencies...

Create new tax Pixie CRM gives you the ability to add unlimited tax rates on your invoices/estimates/proposals etc.....

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...

Login to the dashboard click customers and on the left side there is a button New Customer. Permissions – What permission this customer will have in the custo...

You can view all customer data like invoices, contracts, tickets, and notes, by clicking on the customer edit button, and on the right side you can view all customer activity to your company, also there is an option Login as a...

Go to the customer profile and click on the tab you want to export data eq. invoices Select status or just leave it All and click Submit. All invoices based on your selected options will be added to .zip file....

Customer report can be generated from the Reports feature.Select Report type Customer and the necessary report time you want to see about clie...

Goals Tracking is a feature in Pixie CRM to track goals. Available goals tracking: Achieve Total Income (Income will be calculated in your base currency (not converted) Convert X Leads Increase Customer Number...

Goals Tracking is a feature in Pixie CRM to track goals. Available goals tracking: Achieve Total Income (Income will be calculated in your base currency (not converted) Convert X Leads Increase Customer Number...

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

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...

You can create billable expense to you customers. When adding new expense select customer and new checkbox will be shown. Check the checkbox billable and you will be able to convert this expense to invoice. By default the expense am...

You can convert expense to invoice on if the expense is billable. After you create the billable expense you will be able to see the Convert to Invoice button or you can just convert it and save as Draft. Click...

From version 1.2.0 you will be able to link the invoice to project manually without first going to the project area and clicking on the Invoice Project button. Go to Menu -> Sales -> Invoices...

Finance Overview is showcase of all logged project timesheets together including project expenses. Logged Hours –...

Invoicing project is recomended to do only from the project area via the Invoice Project button on the top right side to keep track of all invoices created for the project. Project Invoice Info There is 3 t...

1. To invoice non project tasks when creating invoice there is dropdown just to the right side of the items dropdown BILL TASKS. After you select a customer th...

Module Features Dashboard: Profit & Loss Chart, Income Chart, Expense Chart, Cashflow Chart and Bank Accounts Overvie...

The banking transactions module in Pixie CRM (Customer Relationship Management) system for accountants is designed to streamline and manage financial transactions between the CRM and the associated bank accounts. It provides a centralized platform...

Item mapping setup in Pixie CRM (Customer Relationship Management) system for accountants refers to the process of associating products or services offered by the accountant's clients with corresponding items in the CRM. It allows for consistent a...

In Pixie CRM for Accountants, the purchasing mapping setup refers to the configuration and integration of the CRM system with the purchasing or procurement processes within an organization. It involves establishing a structured framework that allo...

In Pixie CRM (Customer Relationship Management) systems, a journal entry refers to a financial transaction record created by accountants to capture and document accounting entries related to customer interactions and financial activities. I...

In Pixie CRM (Customer Relationship Management) systems for accountants, reconciliation refers to the process of comparing and matching financial data between the CRM system and other financial records, such as the general ledger or bank statement...

Expenses and Suppliers reports in Pixie CRM (Customer Relationship Management) for accounting and bookkeeping provide functionalities and insights related to tracking and managing expenses and suppliers within the CRM system. These reports assist...

Accounts Aging Reports in Pixie CRM (Customer Relationship Management) for accountants are specific reports and functionalities within the Pixie CRM system that provide insights into the age of outstanding customer invoices and accounts receivable...

Pixie cloud invoicing and billing software offers several benefits to businesses of all sizes. These software solutions are hosted on the cloud, allowing users to access their invoicing and billing processes from anywhere with an internet connecti...

A client portal in a Pixie Customer Relationship Management (CRM) system offers several benefits to businesses. It is a secure online platform that allows businesses to provide their clients with self-service access to relevant information, tools,...

1- Login to your admin panel of CRM. --->Click on "My Account" ---> "Subscription" ---> "Customize" (Package customisation) ---&g...

1- You need to log in to your CRM admin panel. 2- Search for the client through the top search bar, you can search for the client through email or name or even company name, (you want to send a proposal). 3- Proposal ---> create p...