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  2. Business Tools

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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

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