I’m trying to learn invoicing and I’m not finding it very intuitive. My Products lists policies and default items. I’ve started tracking time on tickets this month and want to automate invoicing. I need some pointers please. Or a really good video explaining everything.
Hi Ken, categories are great for filtering products in your list.
If you’d like to automate billing, this would be done through Recurring Invoices, there’s a quick start video here: Quick Start - Recurring Invoices - YouTube
Further information on products along with training videos can be found here: https://help.syncromsp.com/hc/en-us/articles/115002529453-Products-Services-Inventory-Start-Here