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Articles tagged "products" returned 42 results.
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QuickBooks Online Integration Overview
...to: Creating a new QuickBooks Online Customer from a Gold-Vision Account Create QuickBooks Online Estimate and/ or Invoice from a Gold-Vision Quote Search for QuickBooks Online products within Gold-Vision Import...
Create An Event
...the Event Screen Design (See your Gold-Vision Administrator if this isn’t available) and upload relevant images/documents. You can add products to your Event if they are chargeable – add products...
Manage Event Bookings
...“Confirmed” by default. You may also want to Edit: The Account or Contact for the Booking Add an Event Confirm the Booking or Add Products A Booking can be amended...
Discounts, Price Lists, Financial Entities
Discounts Discounts can be applied to individual products using the inline edit feature. Close modal Discount % – will automatically update Net Price Unit Price – will automatically update Discount...
Using the Xero Integration
...manage Quotes in Gold-Vision. Close modal Info You may need to refresh the page before it appears. Live product picker There are 2 options on how to add Live Products...
Setting up Sales Charts
...– Won Product Sales, clear all dates and create a Column chart Close modal Close modal Info You will need access to Products to create these charts. Quarterly overview of...
Introduction to Time
...(i.e. 100 tickets for net £5,000). Do I have to use Products? If you are not using products the Simple Time Management will allow you to add an Estimated Time...
Currencies
...be added via the List Designer). Foreign Currency Prices You can view the prices of all products in a particular currency. To do this, select the Currency Name and then...
Using the QuickBooks Online integration
...Using Live product picker There are 2 options on how to add Live Products to a Gold-Vision quote: Click on the live product picker icon Close modal 2. Click the...
Xero Integration Overview
...with Xero when you create a new account within Gold-Vision Gold-Vision quote will create a Xero sales invoice Search for Xero products within Gold-Vision Import your transaction history from Xero...
