Yes, you can invoice through Pipedrive CRM. This is a great feature that allows you to keep track of your invoices and payments in one place. To do this, simply go to the “Invoices” tab and click on the “Create New Invoice” button. From here, you will be able to enter all of the necessary […]

In the early days of a startup, the founders usually wear many hats. They may be responsible for sales, marketing, product development, and even accounting. As the company grows and brings on additional staff, the founders can start to focus on their core competencies and delegate other tasks. One task that is often delegated is […]

It’s no secret that Salesforce is a powerful CRM tool. But did you know that you can schedule dynamic dashboards in Salesforce? That’s right – with just a few clicks, you can have your dashboard automatically update with the latest data. This is a great way to keep your team up-to-date on sales performance, customer […]

QuickBooks is a popular accounting software package for small and medium-sized businesses. But is QuickBooks an ERP system? The answer is no. QuickBooks is not an ERP system because it doesn’t have all the features and functionality that are typically found in an ERP system. There’s a lot of confusion out there about whether Quickbooks […]

There is no simple answer to the question of whether Oracle can be classified as accounting software. This is because Oracle offers a wide range of products and services, many of which overlap with the functionality of accounting software. However, at its core, Oracle provides enterprise resource planning (ERP) and customer relationship management (CRM) software. […]

We often get requests to convert a Lookup field to a Master-Detail relationship in Salesforce. There are several reasons why this might be necessary, but the most common is that the data needs to be reportable. In this article, we’ll explore whether or not it’s possible to convert a Lookup field to a Master-Detail relationship […]

In order to set up online payments with Quickbooks, you will first need to sign up for a merchant account through a payment processor such as PayPal or Authorize.net. Once you have obtained your merchant account, you will then need to enter your account information into the Quickbooks software. After your account has been verified, […]

In QuickBooks, “clear” payment means that the funds have been received and are no longer outstanding. This can happen in a couple different ways: either the customer has paid their invoice in full, or you’ve applied a credit to the invoice. Once an invoice is paid in full (or a credit is applied), the status […]

Odoo inventory can be a powerful tool for businesses of all sizes. By keeping track of your inventory levels, you can ensure that you always have the products and materials you need on hand, while avoiding excess stock that ties up valuable resources. In this article, we’ll show you how to use Odoo inventory to […]