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Find clear answers, step-by-step guides, and practical tips to help you get more from SalesBinder.
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Getting Started
Some tips on what to do first after you've activated your new account.
Browse articlesAccounts
Customer & prospect accounts. Everything you should know.
Browse articlesInventory
All things related to managing your inventory, explained.
Browse articlesDocuments
Everything you need to know about invoices, estimates, sales orders, POs, and packing lists.
Browse articlesReports
Explanations for all things related to reports.
Browse articlesSettings
Explanations about how to change all of your settings and what they do.
Browse articlesIntegrations
Everything related to our integrations platform. How each integration works, how to set it up, and use it.
Browse articlesMobile App
Everything explained relating to using our SalesBinder iPhone App on iOS.
Browse articlesGeneral
General articles with miscellaneous tips and tricks.
Browse articlesRecently updated
Zapier – Overview
Zapier is an online automation tool that connects popular apps, such as Gmail, Slack, MailChimp, and over 7000 other web services. Connect two or more apps to automate tasks without relying on developers to build integrations.
- Zapier
- Integrations
Creating and printing product barcode labels
Print product labels directly from your inventory in SalesBinder. Create reusable templates with the product information you need, then choose how many labels to print for an item or its variations.
- Barcodes
- Labels
Getting started with Tasks & Reminders
Keep track of follow-ups, plan your day, and give your team a clear picture of what needs to happen next. SalesBinder’s Tasks & Reminders lets you assign work to yourself or another team member, set deadlines, and receive a helpful nudge when it’s time to take action.
- Tasks
- Reminders
Webhooks – Setup and Technical Guide
Webhooks let SalesBinder notify another application whenever selected events occur, such as an invoice being created, an estimate being converted, or an inventory item being updated.
- Webhooks
Changing the auto-incrementing numbering sequences
Manage your numbering sequences for all different types of records and choose what the next auto-incrementing number will be.
- Accounts
- Invoices
- Purchase Orders
- Sales Orders
- Estimates
Setting up custom fields for all types of data
Custom Fields are available for all types of data in SalesBinder. It empowers you to tailor your SalesBinder account to your specific needs by creating extra fields that capture the exact data you uniquely require.
- Accounts
- Custom Fields
- Purchase Orders
- Invoices
- Sales Orders
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