To create a proposal in Nexved CRM, follow these steps: Start a New Proposal: Click on Create Proposal located at the top left of the screen....

Follow these steps: Select Proposal: Navigate to the Proposals section and select the proposal you wish to convert. Convert the Proposal...

Follow these steps: Create Proposal: Ensure that the proposal is already created and ready to be sent. Send Proposal via Email: Clic...

Follow these steps: Set Up Expiration Reminders: You can configure expiration reminders to be sent to the lead/customer who the proposal is assigned to. The reminder email will be...

Follow these steps: Navigate to Create Invoice: Go to Sales → Invoices and click on the Create New Invoice button. Sel...

Settings for Recurring Invoices Navigate to Settings: Go to Settings → Settings → Cron Job to configure the settings for recurring invoices....

Nexved CRM allows you to send invoices to your clients directly via email, with the option to attach a PDF of the invoice. Here’s how you can manage the process: Sending Invoice to Client: S...

To record a payment for an invoice in Nexved CRM, follow these simple steps: Recording Payment: View Invoice: Go to the Invoices section and open the inv...

Nexved CRM allows you to send overdue notices for invoices either manually or automatically using cron jobs. Sending Overdue Notices Automatically (Using Cron Job): Setup Cron Job for Overdue Noti...

Nexved CRM provides a feature to merge invoices, allowing you to combine multiple unpaid invoices into a single one. This is especially useful when your customer has multiple unpaid invoices, but you wish to consolidate them into...

To add a new payment mode, follow these steps: Navigate to Payment Modes: Go to Setup → Finance → Payment Modes....

To add a new tax rate, follow these steps: Navigate to Tax Rates: Go to Setup → Finance → Tax Rates....

In Nexved CRM, the tax is calculated based on the tax rate applied to each invoice item. How It Works: Selecting Tax on Items:When adding a new invoice, you will have the option to select a tax rate f...

In Nexved CRM, you have the option to apply a discount to your estimates and invoices in percentage terms. Follow the steps below to add a discount: Select Discount Type:While adding or editing an invoice or e...

Creating an estimate in Nexved CRM is a simple process. Follow the steps below to create a new estimate: Navigate to the Estimates Section:To create a new estimate, go to Sales →...

The Items feature in Nexved CRM allows you to create predefined items that will streamline the process of creating invoices, estimates, proposals, and credit notes. Here's how you can set up and use items in your CRM....