|
|
|||
Home Page CRM Invoicing Software FAQ How to Share Customer Data Configure Shared Customer Data CRM Invoicing Software Videos Download FREE CRM Invoicing Software 30 Day Trial
When we designed Amphis Customer we wanted to make it very quick and easy to create free-text and also itemised Quotes and Invoices.
When you Create a Quote or Create an Invoice, the Customer Details are filled in for you, the totals and sales taxes are calculated for you, and the formatting is generated from a customizable template. All you have to worry about is the price for the Quote and the words to describe it.
Watch the video below to see how you can Find a Customer Record and Create a Quote all in 30 seconds.
This example is a free-text quote where you enter one or more paragraphs of text and a price for each paragraph. You can also Create Itemized Quotes and Create Itemized Invoices by selecting items from an Items Database.
Amphis Customer supports any currency eg dollars ($), euros (€), pounds sterling (£). This example uses pounds sterling.
Download video as .zip file to my PC
CRM Invoicing Software - more info
Once your Customer Details are in Amphis Customer, you can Create Quotes and Invoices in seconds, set up Reminders to help you get organized eg Quotes and Invoices we need to create. You can Manage Your Email and run reports eg Monthly Sales Totals or Overdue Invoices.
Download Free CRM Invoicing Software 30 day trial
Home Page
CRM Invoicing Software FAQ
How to Share Customer Data
Configure Shared Customer Data
CRM Invoicing Software Videos
Download FREE CRM Invoicing Software 30 Day Trial