Folders & deals

Group quotes, orders and invoices by file and track their progress.

1. Create a folderOpen a folder to group the quotes, orders and invoices of the same business, with the New Folder wizard or by converting an existing document.
2. Add quotes, orders and invoices to a folderCreate a new document directly in the folder, or attach an existing document of the same customer to an open folder.
3. Track a folder's progressRead the folder's dashboard: amounts, status, priority, alerts, documents and payments, and keep it up to date (classification, notes, name).
4. Close or reopen a folderClose a finished folder to freeze it, and reopen it if the business resumes.
5. Check sales complianceFind the business customers whose record blocks invoice validation, correct them and set the legal payment terms (Morocco).