Go to Setup, Finance, Expense categories and add your cats there.   Then from the main menu go to Expenses o add new expense click on the aside menu Expenses and Record Expense....

Go to Setup, Support and you will see Support.   First go to Ticket Statuses and set that.   Then go to S...

Go to Setup, Finance.  Here you will see Tax Rates, Expense Categories, Currencies and Payment Modes. Payment modes are offline payments. For Credit Card and Paypal go to Setup-> Settings->Payment Gateways...

To use our system is free.  You can upgrade your plan on the fly by going to Setup, My account, Billing and customize. ...

Each of your customers can have their own login.  This supplies things such as invoices they've paid, tickets they made.   They can create a ticket on the portal.  Customers love this. When you create a customer, add new...

You can setup recurring invoices for your customers.  Just to to Invoices, search for your client and then use the recurring drop down.  They will get an invoice reminder....

You can setup a link to your ticketing form from your website. First go to Setup, Support, Departments and add your departments such as "Support" and "Billing" Use this link https://YOURTENANTID/mspcrm.net/for...

You can auto bill your customers for recurring monthly invoices.  Set it and forget it and get paid! You will need the following: Stripe Account Stripe API Key Create Subscriptions in Stripe Crea...

If you want to get new customers in your CRM use the Web To Lead Form.   To create new web to lead form, from the main admin menu navigate to Setup->Leads->Web To Lead. First...

Go to Setup, Settings, Email.  Use PHPMailer Outlook/Office accounts are not supported for sending emails via SMTP as Microsoft dropped support for the regular SMTP connection. Google works well, but you need to...

create a new task, from the main menu navigate to Tasks and click on the New Task button. Subject...

Setup your employee's hourly rate before assigning a task.  (Setup, Staff, Hourly Rate) Your employees can set time using the Tasks you assign them.  See this article at (...

Your privacy is valuable to us.  Please visit this page to see our Non Compete and Non Disclosure agreement. https://itsuppo...