Documents
Helpful guides and answers for everything related to Documents.
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
Mass archiving your old documents
Your can mass archive your documents in SalesBinder very quickly and get that record space back to reuse for new records.
- Invoices
- Estimates
- Purchase Orders
- Archive
Customizing your documents
SalesBinder currently allows you to customize your invoices and estimates in the following ways...
- Invoices
- Estimates
- Purchase Orders
- Sales Orders
Exchanging your currency
SalesBinder supports over 170 different currencies which you can choose from whenever you need to use a different currency for a specific order.
- Pricing
- Sales
- Invoices
- Purchase Orders
- Sales Orders
- Estimates
- Video Tutorials
The difference between sales orders and invoices
We get asked this question all the time from our new users. What is the difference between a sales order and an invoice in SalesBinder? Here's the key differences.
- Sales Orders
- Invoices
Handling inventory product returns
What do you do when a customer wants to return inventory items that you sold them? Here's 2 options explaining how you can handle that situation with SalesBinder.
- Returns
- Credit Notes
Creating purchase orders
Creating purchase orders in SalesBinder is a great way to replenish your stock levels and keep track of all your purchases.
- Inventory
- Purchase Orders
- Restocking
Deleting paid invoices
SalesBinder supports deleting invoices that are “paid in full” or” partially paid”, however we do discourage doing this because you should always keep a record of any invoice you’ve created – especially if there’s been any money exchanged.
- Delete
- Invoices
Estimate statuses defined
Estimates in SalesBinder can be placed in 4 different statuses: Open, Closed, Expired, Declined
- Estimates
- Status
- Expired
- Declined
Convert estimates to invoices or sales orders
Converting estimates into invoices or sales orders is actually done in one easy click. All you have to do is find the estimate you’d like to convert, and while viewing it you should see a big button that says “Convert to Invoice”.
- Estimates
- Invoices
- Converting