Sales

Sales

The Sales section in DigifyCRM allows you to manage your business revenue through Invoices, Estimates, Proposals, and Recurring Invoices. This section covers how to handle each aspect efficiently, ensuring you can easily manage your business transactions.

9.1 Invoices

Invoices are a core feature of DigifyCRM, enabling you to bill your customers directly through the platform.

Steps to Create an Invoice:

1. Navigate to Sales > Invoices > New Invoice.

2. Select the customer or lead.

3. Add line items (services or products) and their respective prices.

4. Set the invoice date and due date.

5. Define payment modes available (e.g., bank transfer, PayPal).

6. Save the invoice or send it directly via email using Send Invoice to Email.

9.2 Estimates

Estimates are preliminary invoices sent to customers or leads before finalizing a sale.

Steps to Create an Estimate:

1. Navigate to Sales > Estimates > New Estimate.

2. Select the customer or lead.

3. Add services or products, just like with an invoice.

4. Optionally set an expiration date for the estimate.

5. Click Send to Email to dispatch the estimate or Save for later.

9.3 Proposals

Proposals are similar to estimates but often more detailed and formal, including additional terms, conditions, or project scopes.

Steps to Create a Proposal:

1. Navigate to Sales > Proposals > New Proposal.

2. Choose the customer or lead.

3. Add proposal content, including details about the service or product, pricing, and terms.

4. Attach any necessary documents or files.

5. Save and click Send to Email to send it to the customer.

9.4 Recurring Invoice

For services or products that are billed on a regular basis, recurring invoices can save time by automatically generating invoices at set intervals.

Steps to Set Up Recurring Invoices:

1. Navigate to Sales > Invoices > New Recurring Invoice.

2. Select the customer and add services or products.

3. Set the billing cycle (e.g., monthly, quarterly).

4. Define the start date and the number of occurrences.

5. Save the recurring invoice, and it will automatically generate future invoices on the specified schedule.

9.5 Subscriptions

Subscriptions allow you to bill customers on a recurring basis automatically.

Steps to Create a Subscription:

1. Navigate to Sales > Subscriptions > New Subscription.

2. Select a customer and the product or service.

3. Set the billing frequency (e.g., weekly, monthly).

4. Define start and end dates, or make it ongoing.

5. Save the subscription.

9.6 Add Items/Products

You can manage an inventory of products or services, making it easier to add them to invoices and estimates.

Steps to Add Items/Products:

1. Go to Sales > Products > Add New Item.

2. Enter the product name, description, and price.

3. Save the item, and it will be available to use in future invoices, estimates, and proposals.

9.7 Payment Modes

Payment modes are essential for giving your customers various ways to pay their invoices.

Steps to Set Up Payment Modes:

1. Navigate to Settings > Payments > Add Payment Mode.

2. Choose the payment method (e.g., Bank Transfer, PayPal, Stripe).

3. Enter relevant details like account numbers or API keys.

4. Save the payment mode, and it will now appear as an option for invoices.