You no longer have to use the Quikflw labels on the main edit labels – you can change them to better suit your company. For example, a property maintenance company might want the screen to look something like this:
You can change all the screen as follows for each module:
Click on the Cog
Select the module’s settings (e.g. Quotation Settings)
To make Quikflw as customizable as possible for your business language, you can now change the names of the Items, Purchase Orders, Companies and more. This is in addition to already being able to rename the ‘Jobs’ module (frequently changed to ‘Orders’ or ‘Sales Orders’).
To change their names:
Click on the Cog
Click Business Settings
Change the single and plural names
Select another page to force the system to refresh the names
You can now assign an invoice to a different customer to the one that ordered from you without losing track of the original client. This is useful where your clients use finance to pay for their orders or are tenants of property management companies.
To show these fields:
Select the Cog -> Invoice Settings -> Show/Hide Edit Fields and make sure the Non-Billable Client and Non-Billable Contact are set to ‘Show’.
You can add these to your invoices using the following tags:
Client tags are now visible on the edit screens for Quotes, Jobs, Invoices, Delivery Notes, and Purchase Orders.
This makes it easier for staff to easily see any change in status when they are processing anything for a client. For example, if a client is put ‘On Stop’, a tag can be added to their record and this is reflected throughout the system.
Or, it could detail the type of invoicing to be used, such as pro forma or on account, or the type of product or service they use, such as ‘Accounts’, ‘Payroll’, etc.. It is very flexible – you can add the tags you want.