Business Tools

Emailing, Printing Labels, & Misc.

• Send an Individual or Group Email
• Print Labels
• Dashboard Overview

Invoice Log

• Invoice Log Overview
• Customize the Invoice Log
• PST/GST/HST Rebate Information
• Filter Invoice Log for Invoices with Shipping

Expenses

• Expenses Overview
• Expense Categories
• Add an Expense Entry
• Find and Edit or Delete an Expense Entry
• Create, Edit, or Delete Recurring Expenses
• Recording a Bad Debt

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Reward Program

• Setting Up a Reward Program
• Assign Reward Points to Checklist Tasks
• Redeeming Rewards
• Add or Remove Reward Points

Checklist

• Checklist Overview
• Setting up a Checklist

Calendar

• View Upcoming Events
• Birthdays, Follow-ups/Tasks, and Appointments
• Single, Repeating, or Multiple Action Items
• Agenda View