In this article, we will over on how to turn your SOV into an invoice in MeasureSquare CRM. This article applies to the MeasureSquare CRM. Step 1: Navigate to the SOV Section Open the relevant project in MeasureSquare CRM. Click on the SOV tab to ...
In this article, we will cover an how to integrate with Stripe and how it's used in MeasureSquare CRM This article applies to MeasureSquare CRM version 1.38 and above. If you use Stripe to receive payments, and want to give customers an easy way to ...
In this article, we will cover how to create custom fields for different items in MeasureSquare CRM This article applies to MeasureSquare CRM. 1. From the homepage, click on your profile in the top right corner then click on Settings. 2. To add/edit ...
This article will guide you through the process of billing an invoice as a lump sum in MeasureSquare CRM. Step 1: Open the relevant project and locate the Quotes or Bids section on the right hand side For this example, we click on the approved Quote ...
In this article, we will cover how to Create/Import Vendors into MeasureSquare CRM via QuickBooks Vendors or Local Files (CSV, XLS, or XLSX). 1. From the homepage, navigate to the Vendors tab under Purchases To create a new Vendor: 1. From the ...