Customers/Invoice

Using and Viewing Customer Notes

Adding an internal note will save job and customer related notes to the customer record.

Written by Michael Axtell
Updated over a week ago

Exporting Customers From Quickbooks

This article will detail how to export customers out of Quickbooks into a friendly format to fit Profit Rhino's import template.

Written by Michael Axtell
Updated over a week ago

Enabling Pop-Ups to Use Profit Rhino's Work Order Grid

Work Order Grid, View Invoice PDF, Not Opening, Won't Open, Blocked

Written by Profit Rhino
Updated over a week ago

Merging Customers in Profit Rhino

Merge Customers. Remove Duplicates, Combine Customers

Written by Profit Rhino
Updated over a week ago

Creating Customers in Profit Rhino's Mobile Tool

Create Customer, Mobile Tool, Work Order,

Written by Profit Rhino
Updated over a week ago

Navigating The Customer Details Screen

Customer History, Work Order List for Customer, Previous Work Orders, Resend Work Orders, Add Service Address to Customer, Edit Customer

Written by Profit Rhino
Updated over a week ago

Sending email from the mobile application

Written by Michael Axtell
Updated over a week ago

The New Invoice and Quote Templates

Cover Sheet PDF, Option Sheet PDF, Quote PDF, Invoice PDF, Mobile PDF

Written by Profit Rhino
Updated over a week ago

Searching for Customer's In The Mobile Tool

Customers, Work Orders, Mobile Tool, Search, Invoice, Quote

Written by Profit Rhino
Updated over a week ago

Emailing Work Orders From Profit Rhino's Website

Email, Quote, Invoice, Option, Cover Sheet, Work Order, Web

Written by Profit Rhino
Updated over a week ago

Using Bulk Actions and Exporting Data From the Work Order Grid

Exports, Quotes, Invoices, Bulk Actions, Work Orders

Written by Profit Rhino
Updated over a week ago

Filtering The Work Order Grid

Work Order, Quotes, Invoices, Web, Filter, Search

Written by Profit Rhino
Updated over a week ago

Introduction to Profit Rhino's Work Order Grid

Invoice Grid, Quotes, Invoices, Managing Quotes On Web

Written by Profit Rhino
Updated over a week ago

How to Create & Import Customer In Profit Rhino

Customers, Adding Customers, Importing Customers

Written by Profit Rhino
Updated over a week ago

Bulk Merging Customers

Merge Customers, Inactivate Customers, Mass Update Customers

Written by Profit Rhino
Updated over a week ago