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Converting a Quote Into an Invoice
When the customer is ready, you can turn a quote into an invoice. That copies the lines and total...
Sending a Quote
Open the quote you want to send. At the top, open the Actions menu (not Other). Click Email. Imp...
Creating a Quote
A quote is a price you offer a customer before they say yes. You pick the client, add line items,...
Emailing a Client
You can write and send an email to a customer without leaving Xagle. The message can use saved te...
Client Settings
The Settings tab on a client holds the “rules” Xagle should follow for that customer. This is not...
Notes
A note is a short message your team leaves on a client. It helps everyone remember calls, promise...
Communication
The Communication tab on a client is where you see what your team and Xagle have recorded about t...
Parent and Child Accounts
Sometimes one company belongs to a bigger company. In Xagle you can tie them together. The main c...
Localization Settings
Sometimes a customer uses a different money type (currency) or language than your usual defaults....
Contacts
One client in Xagle can stand for a whole company. Under that company you can save contacts: real...
Lead Sources
A lead source answers a simple question: How did this customer find you? Think of it like a label...
Client Types
Every client has a Client Type drop-down. It is a label that tells you where that customer is in ...
Adding a Client
Before you send a quote or invoice in Xagle, you add a client. A client is the customer or compan...
Getting Support
How to Receive Support Please visit Xagle's Help Center to find resources and support for common...
Top 10 FAQ : Xagle Business Management Software
Find clear answers about Xagle pricing, security, integrations, payments, and features. Everythin...
Xagle Industry Use Case Overview
Is Xagle for you? What we offer is a moldable and adaptable business management software that hel...
Why Xagle Works
A detailed feature outline of Xagle's key strength capabilities: Bookkeeping, CRM, Tracking, Scal...
Get Started! Xagle Hub Setup Checklist
While you can jump right in and start using Xagle, taking a few minutes to set up your key System...
Executive Summary
A high-level one page Xagle Platform brief for executive review. Quick look, big picture, right h...
Shipping
To enable the shipping features, see System Settings. Once enable you will see a new menu heade...