Leane Ortiguerra

1. Click 'Quotes' on the left navigation menu.2. Click 'View' on the relevant quote response.3. Use 'Next' and 'Back' to compare options.4. Click 'Select this quote response' to add it to your cart...

1. Click 'Quotes' on the left navigation menu.2. Select the quote response to review.3. Choose the quote option that fits best.4. Click 'Select this quote response'.5. Edit items or quantities from...

1. Click 'Quotes' on the left navigation menu.2. Click 'View' on the quote request you want to review.3. Use 'Next' and 'Back' to compare quote options.4. Click 'Select this quote response'.5. Once...

1. Click 'Invoices' on the left navigation menu.2. For a paid invoice, click 'View' or 'PDF'.3. For an unpaid invoice, click 'View'.4. Click 'Pay Now' from the invoice view to pay by card.

1. Click 'Billing' on the left navigation menu.2. Click 'Edit' on the payment option you want to share.3. Tick 'Require explicit access to use this payment option' and save.4. Click 'Edit Allow Lis...

1. Click 'Billing' on the left navigation menu.2. Click 'Create new payment option'.3. Select 'Invoice'.4. Enter a name and choose your preferred invoice period (trigger).5. Optionally enter a refe...

There are three main types of billing and payment options: 1. Periodic invoice option: This invoice covers all orders placed over a specific period (usually weekly). 2. Single order invoice option:...

1. Click 'Feedback' on the left navigation menu.2. Select a past order from the feedback page.3. Click 'View Details' button under the "Staff Feedback" row

1. Open a past order from the calendar view.2. Select the 'Staff Feedback' tab.3. Click 'Invite Attendees'.4. Click 'Get shareable link'.5. Copy and share the link internally.6. Guests open the lin...

1. Go to "Deliveries" on the left tabs2. Go to "Unacknowledged tab" Mark or acknowledge the order as delivered.