Sales
Learn how to add customers, create estimates, invoices, view customer sales history, credit notes, and record payments in Flare.
- Add customer, edit customer, delete customer
- View a customer's transaction history
- View customers, search customers, email a customer
- Customer portal
- Create estimate, edit estimate, delete estimate
- View estimates, search estimates
- Export estimates as CSV, XLS/XLSX, PDF
- Email an estimate
- Print an estimate
- Convert an estimate to an invoice
- Create an invoice
- View invoices, edit invoices, delete invoices
- Search for invoices
- Export invoices as CSV, XLS/XLSX, PDF
- Duplicate an invoice (clone an invoice)
- Email an invoice
- Print an invoice
- Record invoice payments
- Edit an invoice payment, delete invoice payments
- Sales receipts
- Create a credit note, view credit notes
- Edit a credit note, delete a credit note
