Quotes are automatically archived on the quote expiry date. This page lists all of your archived quotes. To un-archive a quote, click on the quote number, then un-check the Archived check box then click the Update Quote button.
This page lists all of your archived projects. To un-archive a project, click on the project number to view it, then uncheck the "Archived" check box and click the "Update Project" button.
Introductory Video Client List This page lists your active clients. View Client Details To view a client, click on either their client number, company or name. The client details page is divided into 6 tabs, allowing you to see all the information ...
The clients report allows you to view clients by the date you added them to PlanMan. To export the report, click on the download icon at the top right above the table.
Card payments with Stripe
To allow your clients to pay your invoices via credit and debit card, we have teamed up with Stripe. To get started, go to "Setup > Integrations" then click on Stripe. Click the "Connect To Stripe" button and follow the instructions on their website. ...