Proposals, Invoices, and Payments

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Articles

Top 10 Questions: Proposals
Overview These are the most frequently asked questions about Proposals within service minder .  1. What is the difference between "Won" and "Accepted" proposals? Accepted : Shows only proposals currently in the “Accepted” status in the ...
Top 10 Questions: Invoices
1. Why can’t I merge these two invoices? These invoices can be merged, but you must move any payments first. Merging invoices does not move payments, and the system blocks merging if both invoices have payments. To move a payment: Open t...