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

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 ...

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

Merging invoices is feature in Clorofile  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 t...

While viewing the invoice from the admin area click on the + Payment button to record a new invoice payment, after you click on the button new view will be shown including the record payme...

Clorofile have the option to send this invoice to a customer 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 ...

To create new invoice go to Sales -> Invoices and click on the button Create new invoice Select Customer, when selecti...

Go to Menu -> Sales -> Estimates and click Create New Estimate Select customer. A drop-down with projects will be s...

Clorofile have option to send this estimate to customer which is related. Also the PDF estimate will be attached to the email. If you want to do not attach the PDF estimate simple uncheck the checkbox Attach Estimate PDF...

You can easely convert the estimate to invoice from the admin area. Open the estimate you want to convert and on the right side click Convert to Invoice...

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 Client ...

To convert proposal to invoice or estimate select the proposal from the table and on the right side a convert button will be shown. Click on the button and choose Estimate or Invoice. After you choose a popup will be shown with...