Posts
For quotes are sent often or to multiple contacts (sending crew service conditions to new clients for example), a quote template can be created.
A template is created just like any other quote but the type is changed to “Template”, it can then be used at any time when created a new quote to save you the task of rewriting the same items again and again.
Simply leave the “amount” column empty so the template can be adjusted to meet and client request.
Email templates can also be created to accompany quote templates, saving you time writing email text and providing clients with a uniform and professional service.
This video will show you how to export your invoices and debtor accounts from SquidWeb to LEXWARE.
SquidWeb supports other 3rd party accounting software, but the same process will apply.
SquidWeb also will let you export files into your accounting software directly from the invoices page.
Items represent any service or product that may be added to an invoice, receipt or quote in SquidWeb along with any rates, prices and VAT attributed to them.
Items are organized into groups and are created, edited and listed in the items page.
When an item is added to a report, the position values of the item are automatically updated to it.