Search Knowledge Base Articles

Payment Modes

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
Bank Accounts – Description – Give payment mode description, will be shown on invoice html area. You can add bank account number, iban, swift etc..
Active – Enable/Disable payment mode, if payment mode is disabled won’t be shown in invoice when add/edit.
Show Bank Accounts / Description on Invoice PDF – If checked description will be shown on invoice pdf.
Selected by default on invoice – Check this field if you wan’t to be selected by default when creating new invoice
Expenses Only / Invoices Only – In case you have a lot payment modes for expenses and invoices and the payment mode you are creating will be only used for invoices check Invoices only, in this case the payment mode won’t be shown as option when recording new expense.

The following payment modes are offline modes, online payment modes can be configured in Setup -> Settings ->Payment Gateways

Create proposal

Create a proposal From the main menu navigate to Sales->Proposals and on the top left side click ...
Currencies

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

Merging invoices is feature in Clorofile that allows you to merge/include already created invo...
Record Invoice Payment

While viewing the invoice from the admin area click on the + Payment button to record a ne...
Send Invoice to Email

Clorofile have the option to send this invoice to a customer which is related. Also, the PDF i...