Search Results

You can turn widgets on/off in System>Configuration>Dashboards>Select to change either the System Default Dashboard or a Specific User's Dashboard Widgets can be moved around on your dashboard by clicking and dragging the top of the widget.  

KPI Cards allow you to have an overall financial status of your company at a glance. They can be enabled by going to System>Configuration>Dashboards>Select to change either the System Default Dashboard or a Specific User's Dashboard.  KPI cards can include:...

Adding a client is the first step to creating invoices, tracking payments, and organizing your business records. It’s quick and easy—just follow the steps below to get started. 1. Open the Clients Section Go to the “Clients” section in the main menu bar, t...

Each client record includes a Client Type field. This field classifies the client based on their current relationship with your business. Selecting the appropriate client type can help you track where they stand in your sales or customer journey. Available Cl...

A Lead Source tracks where your lead originated (e.g., a specific advertising campaign, a referral from another client, or a particular event). How to Add a Lead Source: In the Client record, locate the Lead Source field. Type in the name of the lead sour...

A single client record may represent a company with multiple contacts—each with their own phone numbers and email addresses. Adding these individuals as contacts makes it easier to communicate with the right person. How to Add a Contact From the Client P...

You can give clients the ability to see their invoices, payments, and quotes by providing them a Client Center login.  To create a login for a client, go to their account and enter Edit mode. Under Settings is a checkbox to enable the Client Center. Once chec...

Some of your clients may use different currency or speak another language than your default language setting. In this case, you can adjust these client records to reflect their local currency and native language. To do so, edit the client record by clicking t...

If the client record you are creating is affiliated with another account, you can link the two accounts. The main account is called the Parent Account, and any linked accounts are called Child Accounts. To make a client a Parent account, you need to select ‘Ye...

Notes let you keep track of actions or updates on a client account. You can add tags, search through notes, and see how many notes are linked to each item (like a client, invoice, quote, or task) at a glance. Notes are found under the Communication tab on the ...

The Client Settings page in Xagle allows you to manage and customize important details for each client account. These settings help you control how the client is tracked, billed, and categorized within your system. This tab houses properties most often set on...

 Click the Quotes menu item and press the New button. The Create Quote screen will prompt you for the Client Name, Quote Date, Company Profile, and Document Number Scheme. If the quote is for a new client, type the client's name in full. You will be able t...

Press the Action button from the Quote Edit screen, then select Email. Important: the Email button will not appear unless you have configured your email settings in System Settings on the Email tab. The Email Quote screen allows you to add addi...

Once a client has accepted your quote, you can convert it to an invoice on the Quote Edit screen by clicking the Options button and choosing Quote to Invoice. Review the date and group, adjust if necessary and press the Submit button. Once submitted, you wi...

Press the Other button and choose Copy from the Quote Edit screen. Change the client's name if the copy will be for a different client. Review the date, company profile, and group. Change if necessary. Press the Submit button to complete the copy.  

Files of any type may be uploaded as an attachment to a quote by clicking the Attachments tab on the Quote Edit screen and pressing the Attach File button. The Client Visibility option may be adjusted for each file attachment to determine whether or not the c...

Click the Invoices menu item and press the New button. The Create Invoice screen will prompt you for the Client Name, Invoice Date, Company Profile, Payment Terms, and the Document Number Scheme. If the invoice is for a new client, type the client's name i...

The Invoices list screen is the screen shown when you click on "Invoices" on the navigation menu to the left. It provides a listing off all of your invoices, with search and filter options at the top, allowing you to search for invoices and filter invoices by ...

Press the Email button from the Invoice Edit screen. Important note: The Email button will not appear unless you have configured your email settings in System Settings on the Email tab. The Email Invoice screen allows you to add additional recipients and c...

Payments collected in a non-online form can be applied to an invoice from the Invoice Edit screen by pressing the Other button and choosing Enter Payment. If the invoice is being paid in full, the amount field will already contain the full balance amount so...