How to Set Up a Customer as Tax-Exempt in PRO Software ome customers may qualify for tax-exempt status , and PRO Software allows you to easily set up and manage tax exemptions for eligible customers. Follow the steps below to ensure proper configuration. ... Accounting Sales Mar 5, 2025 Accounting
Understanding Sales Order Lines in PRO Software Sales Order Lines are an essential part of building quotes, invoices, and sales orders in PRO Software. After setting up your customer, site location, and optional fields , you’ll need to add products... Sales Mar 5, 2025 Sales
How to Send Quotes by Email in PRO Software Sending quotes quickly and efficiently is essential for maintaining smooth sales operations. PRO Software makes it easy to send quotes by email , ensuring that customers receive accurate and professio... Sales Mar 5, 2025 Sales
How to Choose a Send Invoice Method in PRO Software Ensuring your customers receive their invoices in their preferred format is an important part of managing billing in PRO Software. The Send Invoice Method allows you to customize how invoices are deli... Billing Sales Mar 6, 2025
How to Manage Customer Portal Access in PRO Software One of the most powerful features in PRO Software is the Customer Portal . This portal allows your customers to log into their PRO Software account, view invoices, and pay online. Granting customer po... Sales Mar 5, 2025 101: The Basics
How to Create a New Customer in PRO Software Welcome to The PRO Learning Center ! In this guide, we’ll walk you through the steps to create a new customer in PRO Software, ensuring all essential details are added for smooth transactions and reco... Sales Mar 5, 2025 101: The Basics