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Customers/Invoice
Customers/Invoice
15 articles in this collection
Written by
Profit Rhino
and
Michael Axtell
Using and Viewing Internal 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